What does Davis Wealth Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Davis Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$10M15K8.1%

ISHARES TR

$7M149K5.7%

ISHARES INC

$7M97K5.6%

FIDELITY MERRIMACK STR TR

$6M123K4.7%

ISHARES TR

$6M26K4.6%

ISHARES TR

$5M44K4.2%

BLACKROCK ETF TRUST

$5M83K4.0%

ISHARES TR

$5M65K4.0%

ISHARES TR

$4M21K3.4%

ISHARES TR

$3M22K2.6%

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