Davis Wealth Advisors, LLC reported 93 holdings worth US$129M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Davis Wealth Advisors, LLC reported 93 holdings worth US$129M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 93
- Value as reported
- US$129M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 4,012 | US$2.01M | 1.6% |
| Apple Inc | 5,928 | US$1.72M | 1.3% |
| Nvidia Corporation | 2,057 | US$412K | 0.32% |
| Ge Aerospace | 1,074 | US$401K | 0.31% |
| Ge Vernova Inc. | 278 | US$327K | 0.25% |
| Alphabet Inc (google) Class C | 791 | US$283K | 0.22% |
| Permianville Royalty Trust | 0 | US$0 | 0.00% |