Davis Wealth Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationsalem, NH
- CIK0002104502
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
69 | $120.2M | IVV, IEMG, IUSB, DYNF | 13F-HR | Feb 17, 2026 | 000121465926001926 |