• 13F History

David Wealth Management LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$120M
Signature - Title
Jim David - Managing Member
Location
Fairfax, VA
Summary
This page shows a list of all the recent 13F filings made by David Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. David Wealth Management LLC reported 49 stock holdings with total value $120M as of Q1 2025. Top holdings included DFAC, DFAX, DFSD, DFUS, and DFNM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 49 $120M +$1.28M -$543K +$738K DFAC, DFAX, DFSD, DFUS, DFNM 13F-HR 4/16/2025, 08:58 AM
Q4 2024 48 $121M $0 $0 DFAC, DFAX, DFSD, DFUS, DFNM 13F-HR 1/29/2025, 02:05 PM