Davis Wealth Advisors, LLC - Portfolio Stock Holdings
Davis Wealth Advisors, LLC disclosed 68 stock positions in a recent SEC 13F filing. $94,210,198 of stock holdings were filed, with the largest holdings including IVV, IUSB, and QUAL. This filing represented positions held on June 30, 2025, and was filed on Sept. 14, 2026.We estimate the fund has a total AUM of $197,149,289 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2025No. of Stocks:
68Est. Stock Holding Value:
$94,210,198Top Stock Holdings By Sector
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Portfolio Stock Holdings - Davis Wealth Advisors, LLC
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% of Portfolio
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