Davis Wealth Advisors, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2025, the fund manages $94M in reported equity holdings across 65 positions. The largest holdings are IVW (7.9%), ECNS.SN (7.2%), ECNS.SN (6.0%), ECNS.SN (4.8%), ECNS.SN (4.7%). The portfolio is concentrated in Other (99.5%), Industrials (0.5%). Data sourced from SEC EDGAR 13F filings (CIK 2104502).