StockDriftsStockDriftsTop 50 David Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 19.79% | 741.7K | $26.6M | — | — | — | 2025-06-30 |
| DFAX | DIMENSIONAL ETF TRUST | 15.57% | 712.3K | $20.9M | — | — | — | 2025-06-30 |
| DFSD | DIMENSIONAL ETF TRUST | 12.9% | 360.8K | $17.3M | — | — | — | 2025-06-30 |
| DFUS | DIMENSIONAL ETF TRUST | 9.75% | 195.4K | $13.1M | — | — | — | 2025-06-30 |
| DFNM | DIMENSIONAL ETF TRUST | 6.09% | 172.6K | $8.2M | — | — | — | 2025-06-30 |
| DFCF | DIMENSIONAL ETF TRUST | 5.07% | 161.0K | $6.8M | — | — | — | 2025-06-30 |
| DFIP | DIMENSIONAL ETF TRUST | 4.74% | 152.2K | $6.4M | — | — | — | 2025-06-30 |
| DHR | DANAHER CORPORATION | 4.46% | 30.3K | $6.0M | — | — | — | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 2.08% | 17.7K | $2.8M | — | — | — | 2025-06-30 |
| TFC | TRUIST FINL CORP | 1.74% | 54.3K | $2.3M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.60% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.85% |
David Wealth Management Llc reports $134.34M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (19.8%), DFAX (15.6%) and DFSD (12.9%). The top 20 holdings account for 90.57% of reported assets. Its disclosed equity book has returned +4.60% cumulatively over 2 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from David Wealth Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2042337). View David Wealth Management Llc’s 13F filings on SEC