Davis Wealth Advisors, LLCETFConcentrated trader

CIK: 0002104502 | SALEM, NH

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	93	$129.3M	2026-08-14	SEC ↗
Q1 2026	13F-HR	72	$120.3M	2026-05-14	SEC ↗
Q4 2025	13F-HR	69	$120.2M	2026-02-17	SEC ↗
Q3 2025	13F-HR	91	$111.4M	2026-09-01	SEC ↗
Q2 2025	13F-HR	81	$94.2M	2026-09-14	SEC ↗
Q1 2025	13F-HR	74	$88.5M	2026-09-14	SEC ↗
Q4 2024	13F-HR	79	$90.9M	2026-09-14	SEC ↗