DOSSIER · 13F-HR · Q2 2026

Davies Financial Advisors, Inc.

$14K in tracked AUM across 1 positions as of Q2 2026.

DF
CIK 0002020296 · last filed Jun 30, 2026
Total AUM
$14K
as of Q2 2026
Holdings
1
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Davies Financial Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$14K40100.0%

Filing history

2026Q2Jun 30
$14K 99.9%
1 positionsView →
2026Q1Mar 31
$11M 79.8%
11 positionsView →
2025Q4Dec 31
$54M 8.0%
45 positionsView →
2025Q3Sep 30
$59M 54.4%
38 positionsView →
2025Q2Jun 30
$129M 116.1%
76 positionsLocked
2025Q1Mar 31
$60M 49.3%
42 positionsLocked
2024Q4Dec 31
$118M 2.5%
63 positionsLocked
2024Q3Sep 30
$115M 7.0%
72 positionsLocked
2024Q2Jun 30
$107M 9.4%
70 positionsLocked
2024Q1Mar 31
$98M
63 positionsLocked