Davis Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of March 31, 2025. The filing, signed by Senior Wealth Advisor Stephanie C. Griebel, lists a total of 74 separate positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being the IShare Core S&P 500 ETF, which accounts for 9,747,210 shares. Other significant positions include the IShare Core Total USD ETF with 6,384,682 shares and the IShare S&P 500 Growth ETF with 3,803,592 shares.
The filing also lists direct equity positions in Apple Inc. and Berkshire Hathaway Inc., holding 2,578 and 2,395,325 shares, respectively. Additionally, the portfolio includes various other ETFs focused on global markets, emerging markets, value stocks, and ESG (Environmental, Social, and Governance) criteria.
