13F Filings History of Davies Financial Advisors, Inc.

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$54,059,894
Signature - Title
Andrew Davies - President
Location
Murrieta, CA
Summary
This page shows a list of all the recent 13F filings made by Davies Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Davies Financial Advisors, Inc. reported 45 stock holdings with total value $54,059,894 as of Q4 2025. Top holdings included QQQ, NVDA, SPY, AAPL, and SFLR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 45 $54,059,894 $0 -$72,591,098 -$72,591,098 QQQ, NVDA, SPY, AAPL, SFLR 13F-HR 27 Jan 2026, 16:21
Q3 2025 64 $123,162,760 +$1,823,033 -$19,145,984 -$17,322,951 QQQ, SPY, SFLR, AAPL, QFLR 13F-HR 15 Oct 2025, 08:43
Q2 2025 76 $128,779,025 +$11,135,547 -$11,919,745 -$784,198 QQQ, SPY, SFLR, AAPL, QFLR 13F-HR 08 Aug 2025, 12:32
Q1 2025 65 $117,319,529 +$12,984,687 -$6,552,677 +$6,432,010 QQQ, SFLR, SPY, AAPL, QFLR 13F-HR 21 Apr 2025, 20:54
Q4 2024 63 $117,523,552 +$12,483,059 -$13,036,153 -$553,094 QQQ, SPY, AAPL, SFLR, QFLR 13F-HR 16 Jan 2025, 17:29
Q3 2024 72 $114,603,152 +$14,003,528 -$9,761,053 +$4,242,475 QQQ, SPY, AAPL, SFLR, MSFT 13F-HR 09 Oct 2024, 17:11
Q2 2024 70 $107,119,397 +$24,507,051 -$17,901,919 +$6,605,132 QQQ, SPY, AAPL, MSFT, SFLR 13F-HR 30 Jul 2024, 17:19
Q1 2024 63 $97,957,393 $0 $0 $0 QQQ, SPY, AAPL, MSFT, BUFR 13F-HR 25 Apr 2024, 12:13