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Home > Institutional Investor > Davis Wealth Advisors, Llc > Profile

Instuitional Investor - Davis Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Davis Wealth Advisors, Llc
Portfolio Value $129,272,634
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 20,944 $15,685,259 12.13%
2.
Ishares Tr
 182,131 $8,405,295 6.5%
3.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 137,847 $6,270,596 4.85%
4.
Ishares Inc - CORE MSCI EMKT
 74,725 $6,190,152 4.79%
5.
Ishares Trust
 IEF 41,049 $5,645,399 4.37%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.