Davis Wealth Advisors, LLC - Portfolio overview

Davis Wealth Advisors, LLC has 72 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 8.13%
2. IUSB - ISHARES TR, 5.73%
3. IEMG - ISHARES INC, 5.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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