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Davies Financial Advisors, Inc. · 13F Holdings
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Davies Financial Advisors, Inc.

No.10355 Data as of 2026Q2
Latest AUM (Q2 2026)
$14,133
QoQ Change Q1 2026
-$10.9M-99.9%
Holdings
1
New Buys
0
Adds
0
Reduces
1
Exits
10
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AAlphabet Inc Class CGOOG
100%2.08%$14,13340$227,193792-752-94.95%Reduce

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q1 2024–Q2 2026 · 10 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-12 03:35 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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