13F Filings History of David Wealth Management LLC

Latest 13F report
Q2 2025 - 22 Jul 2025
Value $
$134,337,674
Signature - Title
Jim David - Managing Member
Location
Fairfax, VA
Summary
This page shows a list of all the recent 13F filings made by David Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. David Wealth Management LLC reported 55 stock holdings with total value $134,337,674 as of Q2 2025. Top holdings included DFAC, DFAX, DFSD, DFUS, and DFNM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 55 $134,337,674 +$7,885,373 -$917,524 +$6,967,849 DFAC, DFAX, DFSD, DFUS, DFNM 13F-HR 22 Jul 2025, 15:57
Q1 2025 49 $119,540,356 +$1,281,401 -$543,101 +$738,300 DFAC, DFAX, DFSD, DFUS, DFNM 13F-HR 16 Apr 2025, 08:58
Q4 2024 48 $121,073,439 $0 $0 $0 DFAC, DFAX, DFSD, DFUS, DFNM 13F-HR 29 Jan 2025, 14:05