Long-term investor
Davis Wealth Advisors, LLC @daviswealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002104502).
Record
- Tracked since 2025-06-30 (454 days), 120 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +965.6% · all +965.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 12.1% · long · since 2025-06-30
- 46434V613 · 6.5% · long · since 2025-06-30
- 316188309 · 4.9% · long · since 2025-06-30
- 46434G103 · 4.8% · long · since 2025-06-30
- 464287309 · 4.4% · long · since 2025-06-30
- 09290C103 · 4.1% · long · since 2025-06-30
- 464287408 · 3.6% · long · since 2025-06-30
- 46435G425 · 3.1% · long · since 2025-06-30
- 09290C509 · 3.0% · long · since 2025-06-30
- 46429B267 · 3.0% · long · since 2025-09-30
- 46435U549 · 2.2% · long · since 2025-06-30
- 921910733 · 2.2% · long · since 2025-06-30