13F Filings History of Davis Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$120,200,121
Signature - Title
Stephanie C Griebel - Sr. Wealth Advisor
Location
Salem, NH
Summary
This page shows a list of all the recent 13F filings made by Davis Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Davis Wealth Advisors, LLC reported 69 stock holdings with total value $120,200,121 as of Q4 2025. Top holdings included IVV, IEMG, IUSB, DYNF, and IVE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 69 $120,200,121 $0 $0 $0 IVV, IEMG, IUSB, DYNF, IVE 13F-HR 17 Feb 2026, 15:43