Davis Wealth Advisors Q2 2.0 Portfolio Changes
Davis Wealth Advisors' portfolio reached $117.27 million as of June 30, 2026, with active management focused on ETFs.
Davis Wealth Advisors' portfolio reached $117.27 million as of June 30, 2026, reflecting the latest quarterly filing period. The investment firm, known for its focus on ETFs, demonstrated active management by adjusting its holdings during the quarter.
New Positions
During the quarter, Davis Wealth Advisors added new positions to its portfolio. Notable additions include positions in SUSB, ICLN, and SPYV, which were newly introduced with a 100% increase in shares, indicating strong confidence in these assets.
- SUSB: New position, 100% increase
- ICLN: New position, 100% increase
- SPYV: New position, 100% increase
Increases
Several existing positions saw significant increases, including GOVT, IUSB, and EAGG, which experienced substantial growth in their shareholdings.
Decreases
Conversely, the firm reduced its holdings in several ETFs, including EFV, IEMG, BINC, and SUSC, which experienced notable decreases in their shareholdings.
Exits
There were no exits from existing positions in the portfolio during the quarter, as all changes were either increases or decreases in existing holdings.
Overall Strategy
Davis Wealth Advisors' strategy appears to focus on ETFs, with a heavy concentration in the 'Unknown' sector. The firm's approach involves strategic adjustments based on market conditions and performance metrics, maintaining a diversified approach across various sectors despite the dominance of unknown allocations.