Davis Wealth Advisors, LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Davis Wealth Advisors, LLC opened 0 positions, added to 0, reduced 7, sold out of 1 and left 0 unchanged. The largest increase in value was AAPL (+$185,640); the largest decrease was IAU (-$689,089).
- IAU: Country of operation United States; Class ISHARES NEW; Shares 2026-03-31 26,848; Shares 2026-06-30 22,220.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 6,028; Shares 2026-06-30 5,928.
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 2,980; Shares 2026-06-30 2,057.
- GEV: Country of operation United States; Class COM; Shares 2026-03-31 304; Shares 2026-06-30 278.
Two Form 13F-HR filings compared (SEC CIK 2104502): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-14). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Prosperity Advisers, LLC | United States | $0.120B | 39 |
| Lunate Capital Ltd | United Arab Emirates | $0.120B | 6 |
| Wealth Preservation Advisors, LLC | United States | $0.120B | 1,102 |
| Madson Wealth Advisors Inc | United States | $0.120B | 84 |
| Santa Clara Valley Transportation Authority | United States | $0.120B | 4 |
| Goldstream Capital Management Ltd | Hong Kong | $0.120B | 30 |
| GLOBAL STRATEGIC MANAGEMENT INC | United States | $0.120B | 25 |
| Approach Retirement Advisors, LLC | United States | $0.120B | 79 |
| BG Investment Services, LLC | GUAM | $0.120B | 48 |
| Skerryvore Asset Management Ltd | United Kingdom | $0.120B | 7 |