Davies Financial Advisors, Inc. - Portfolio Stock Holdings
Davies Financial Advisors, Inc. disclosed 11 stock positions in a recent SEC 13F filing. $14,133 of stock holdings were filed, with the largest holdings including GOOG, QQQ, and QFLR. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $123,078,109 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
11Est. Stock Holding Value:
$14,133Top Stock Holdings By Sector
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Portfolio Stock Holdings - Davies Financial Advisors, Inc.
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Stock
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Holdings (Shares)
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% of Portfolio
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