David Wealth Management LLC Portfolio Holdings

David Wealth Management LLC

  • $121 Billion
  • Q4 2024

David Wealth Management LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $23.9B, Dimensional ETF Tr with a value of $16.8B, Dimensional ETF Tr Short Durat with a value of $16.5B, Dimensional ETF Tr U S Equity with a value of $11.5B, and Dimensional ETF Tr Natl Mun Bd with a value of $7.95B.

Examining the 13F form we can see an increase of $121B in the current position value.

David Wealth Management LLC is based out at Fairfax, VA

Below you can find more details about David Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $83.1 Billion
Healthcare: $7.75 Billion
Technology: $4.76 Billion
Financial Services: $3 Billion
Consumer Cyclical: $2.23 Billion
Industrials: $1.59 Billion
Communication Services: $483 Million
Consumer Defensive: $275 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163B
$6.93 Billion 5.72% of portfolio
30,191
Q4 2024 New
$62.9B
$2.35 Billion 1.94% of portfolio
54,270
Q4 2024 New
$94B
$1.08 Billion 0.89% of portfolio
3,854
Q4 2024 New
$125B
$489 Million 0.4% of portfolio
1,669
Q4 2024 New
$153B
$390 Million 0.32% of portfolio
1,709
Q4 2024 New
$167B
$383 Million 0.32% of portfolio
609
Q4 2024 New
$148B
$290 Million 0.24% of portfolio
805
Q4 2024 New
$76.2B
$275 Million 0.23% of portfolio
2,216
Q4 2024 New
$23.7B
$251 Million 0.21% of portfolio
1,346
Q4 2024 New
$193B
$246 Million 0.2% of portfolio
1,600
Q4 2024 New
$103B
$213 Million 0.18% of portfolio
1,205
Q4 2024 New
$13B
$221 Million 0.18% of portfolio
624
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $121 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 48 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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