Davis Wealth Advisors, LLC: 13F holdings
CIK 21045022026Q2
| Positions | 73 |
|---|---|
| Reported value | $129.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 20,944 | $15.7m | 12.1% |
| IUSB ISHARES TR | 182,131 | $8.4m | 6.5% |
| FBND FIDELITY MERRIMACK STR TR | 137,847 | $6.3m | 4.9% |
| IEMG ISHARES INC | 74,725 | $6.2m | 4.8% |
| IWF ISHARES TR | 41,049 | $5.6m | 4.4% |
| DYNF BLACKROCK ETF TRUST | 77,010 | $5.2m | 4.1% |
| IVE ISHARES TR | 20,257 | $4.6m | 3.6% |
| ESGU ISHARES TR | 24,610 | $4.0m | 3.1% |
| LCTU BLACKROCK ETF TRUST | 49,046 | $3.9m | 3.0% |
| GOVT ISHARES TR | 167,604 | $3.8m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2104502")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.