David Wealth Management LLC
- SEC CIK
- 0002042337
- Latest filing
- Jul 22, 2025
TFC holding history
Truist Financial Corp in every 13F filed by David Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TFC overviewAll 13F holders of TFCFull Q2 2025 holdings
- Shares (Q2 2025)
- 54,270
- Value
- $2.33M
- % of portfolio
- 1.7%
- Quarters held
- 3
- Since Q4 2024