Holdings
Davis Wealth Advisors, LLC
As of Jun 30, 2026, Davis Wealth Advisors, LLC reported 6 positions worth US$5.15M. Largest: Berkshire Hathaway Inc., Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 4,012 | US$2.01M | −173 | Jun 30, 2026 |
| Apple Inc | 5,928 | US$1.72M | −100 | Jun 30, 2026 |
| Nvidia Corporation | 2,057 | US$412K | −923 | Jun 30, 2026 |
| Ge Aerospace | 1,074 | US$401K | −155 | Jun 30, 2026 |
| Ge Vernova Inc. | 278 | US$327K | −26 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 791 | US$283K | −287 | Jun 30, 2026 |