Davis Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Salem, NH
CIK
0002104502
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 69 120,200 IVV, IEMG, IUSB, DYNF 13F-HR 2/17/2026 000121465926001926