David Wealth Management Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    fairfax, VA
  • CIK
    0002042337
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

55

$134.34 M
DFAC, DFAX, DFSD, DFUS
13F-HR
Jul 22, 2025
000117266125002680

49

$119.54 M
DFAC, DFAX, DFSD, DFUS
13F-HR
Apr 16, 2025
000117266125001498

48

$121.07 M
DFAC, DFAX, DFSD, DFUS
13F-HR
Jan 29, 2025
000117266125000402