Davis Wealth Advisors, LLC

**Davis Wealth Advisors, LLC** manages $120M across a diversified portfolio of 69 positions. The firm maintains significant exposure to core market indices, notably holding $8.7M in IVV and $6.7M each in IEMG and IUSB. Key allocations also include substantial positions in fixed income and sector-specific ETFs, such as $6.2M in DYNF and $5.5M in IVW. This structure suggests a disciplined, multi-asset approach targeting broad market capture and tactical sector overweighting.

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