Davis Wealth Advisors, LLC

Davis Wealth Advisors, LLC is a wealth-management firm allocating client money, running a $120.3M US long book across 72 positions.

The portfolio is moderately concentrated (top 10 ≈ 47% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHR CR UNVRSE USD BD ETF-UI, ISHARES CORE MSCI EMERGING, FIDELITY TOTAL BOND ETF, ISHARES S&P 500 VALUE ETF.

Over the last 5 quarters its long book ran on average 0.4pp per quarter ahead of the S&P 500, beating the index in 2 of 5 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.