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Manager record

Davis Wealth Advisors, LLC

Salem, NH · CIK 2104502 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$514.34MReported 13F valueQ2 2026 · as filed
418Holdings listed
+327.4%vs prior quartervalue change includes market moves
3Quarters on record
Sep 14Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $120.2M$120.2MQ4 202569 holdingsQ1 2026: $120.3M$120.3MQ1 202672 holdingsQ2 2026: $514.3M$514.3MQ2 2026418 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Sep 14 2026 13F-HR · period Q2 2026

$88.53M · 74 holdings listed · View original SEC filing ↗
Sep 14 2026 13F-HR · period Q2 2026

$90.95M · 79 holdings listed · View original SEC filing ↗
Sep 14 2026 13F-HR · period Q2 2026

$94.21M · 81 holdings listed · View original SEC filing ↗
Sep 01 2026 13F-HR · period Q2 2026

$111.38M · 91 holdings listed · View original SEC filing ↗
Aug 14 2026 13F-HR · period Q2 2026

$129.27M · 93 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$120.34M · 72 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$120.20M · 69 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Sep 14, 2026 · Change methodology