Davies Financial Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Davies Financial Advisors, Inc. reported 1 stock position worth $14 thousand. Its top holding was Alphabet Class C (GOOG) at 100.0% of the portfolio.
- Most Recent 13F
- Q2 2026
- Location
- MURRIETA, CA
- CIK
- 0002020296
- Portfolio Value
- $14K (Q2 2026)
- SEC Filing
- 0002020296-26-000003 ↗ filed Jul 31, 2026
Holdings Value
Holdings 1 stocks · $14K
| GOOG Alphabet Inc. Class C | 100.00% | 40 | $14K | — |
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1 | $14K | GOOG |
| Q1 2026 | 11 | $10.9M | QQQ, SPY, SFLR, QFLR, IAU |
| Q4 2025 | 45 | $54.1M | QQQ, NVDA, SPY, AAPL, SFLR |
| Q3 2025 | 64 | $123.2M | QQQ, SPY, SFLR, AAPL, QFLR |
| Q2 2025 | 76 | $128.8M | QQQ, SPY, SFLR, AAPL, QFLR |
| Q1 2025 | 65 | $117.3M | QQQ, SFLR, SPY, AAPL, QFLR |
| Q4 2024 | 63 | $117.5M | QQQ, SPY, AAPL, SFLR, QFLR |
| Q3 2024 | 72 | $114.6M | QQQ, SPY, AAPL, SFLR, MSFT |
| Q2 2024 | 70 | $107.1M | QQQ, SPY, AAPL, MSFT, SFLR |
| Q1 2024 | 63 | $98.0M | QQQ, SPY, AAPL, MSFT, BUFR |