Davis Wealth Advisors, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Davis Wealth Advisors, LLC opened 2 positions, added to 0, reduced 10 and sold out of 2.
- Q2 2026: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 26,848.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 6,028.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 2,980.
- Q2 2026: Stock GEV; Country of operation United States; Class COM; Shares before 304.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2104502), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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