Davis Wealth Advisors, LLC — 13F holdings

Davis Wealth Advisors, LLC reported 93 holdings worth $129M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. IVV ISHARES TR — $15.7M (12.1%)
  2. IUSB ISHARES TR — $8.41M (6.5%)
  3. FBND FIDELITY MERRIMACK STR TR — $6.27M (4.9%)
  4. IEMG ISHARES INC — $6.19M (4.8%)
  5. IVW ISHARES TR — $5.65M (4.4%)
  6. DYNF BLACKROCK ETF TRUST — $5.24M (4.1%)
  7. IVE ISHARES TR — $4.60M (3.6%)
  8. ESGU ISHARES TR — $4.03M (3.1%)
  9. LCTU BLACKROCK ETF TRUST — $3.93M (3.0%)
  10. GOVT ISHARES TR — $3.82M (3.0%)