Davis Wealth Advisors, LLC

SEC CIK: 0002104502
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Davis Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overview All 13F holders of BRK.B Full Q2 2026 holdings

Shares (Q2 2026): 1,019
Value: $509.9K
% of portfolio: 0.4%
Quarters held: 4; Since Q3 2025

Holdings of BRK.B by Davis Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,019	$509.9K	0.4%	−169−14.2%	Reduced	Holders
Q1 2026	1,188	$569.3K	0.5%	00.0%	Unchanged	Holders
Q4 2025	1,188	$597.1K	0.5%	+169+16.6%	Added	Holders
Q3 2025	1,019	$512.3K	0.5%	+1,019	New	Holders