DOSSIER · 13F-HR · Q2 2025
David Wealth Management LLC
$134M in tracked AUM across 55 positions as of Q2 2025.
DW
CIK 0002042337 · last filed Jun 30, 2025
AI Analysis · Q2 2025
David Wealth Management LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.
Quarter at a glance — Q2 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2025.