David Wealth Management LLC Top Holdings and 13F Report (2025) About David Wealth Management LLCInvestment ActivityDavid Wealth Management LLC has $121.07 million in total holdings as of December 31, 2024.David Wealth Management LLC owns shares of 48 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $23,937,323Dimensional World ex U.S. Core Equity 2 ETF $16,839,054Dimensional Short-Duration Fixed Income ETF $16,525,405Dimensional U.S. Equity ETF $11,521,999Dimensional National Municipal Bond ETF $7,953,182 Sector AllocationMap of 500 Largest Holdings ofDavid Wealth Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$23,937,323692,03019.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$16,839,054677,35613.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$16,525,405352,50513.6%ETFDFUSDimensional U.S. Equity ETF$11,521,999180,7379.5%ETFDFNMDimensional National Municipal Bond ETF$7,953,182166,4896.6%ETFDHRDanaher$6,930,45330,1915.7%Multi-Sector ConglomeratesDFCFDimensional Core Fixed Income ETF$6,428,218155,7605.3%ETFDFIPDimensional Inflation-Protected Securities ETF$5,859,790144,7194.8%ETFTFCTruist Financial$2,354,24254,2701.9%FinanceNVDANVIDIA$2,201,83516,3961.8%Computer and TechnologyAAPLApple$1,617,8676,4621.3%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$1,251,84342,8711.0%ETFIWFiShares Russell 1000 Growth ETF$1,140,0862,8390.9%ETFMARMarriott International$1,075,0903,8540.9%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$1,061,59445,7980.9%ETFVERALTO CORP$1,012,8279,9440.8%COM SHSDFATDimensional U.S. Targeted Value ETF$1,008,50518,1190.8%ETFDFUVDimensional US Marketwide Value ETF$874,01121,3590.7%ETFIWOiShares Russell 2000 Growth ETF$857,4162,9790.7%ETFACWXiShares MSCI ACWI ex U.S. ETF$718,71213,7790.6%ManufacturingAMZNAmazon.com$644,4932,9380.5%Retail/WholesaleQQQInvesco QQQ$630,5771,2330.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$500,6562,8560.4%ETFVEAVanguard FTSE Developed Markets ETF$495,41510,3600.4%ETFADPAutomatic Data Processing$488,5661,6690.4%Business ServicesDISWalt Disney$482,5214,3340.4%Consumer DiscretionarySCHFSchwab International Equity ETF$479,25625,9050.4%ETFUNPUnion Pacific$389,7201,7090.3%TransportationIWMiShares Russell 2000 ETF$383,3651,7350.3%FinanceINTUIntuit$383,0636090.3%Computer and TechnologyVBVanguard Small-Cap ETF$356,1931,4820.3%ETFSPROTT PHYSICAL SILVER TR$330,03034,2000.3%TR UNITVYMVanguard High Dividend Yield ETF$319,8912,5070.3%ETFJNJJohnson & Johnson$316,0462,1860.3%MedicalMSFTMicrosoft$314,9937470.3%Computer and TechnologyJPMJPMorgan Chase & Co.$310,7331,2950.3%FinanceSCHMSchwab U.S. Mid-Cap ETF$301,68910,8870.2%ETFSYKStryker$289,8408050.2%MedicalCOSTCostco Wholesale$274,9363000.2%Retail/WholesaleEMREmerson Electric$274,6212,2160.2%Industrial ProductsIWCiShares Micro-Cap ETF$269,4952,0670.2%ETFHDHome Depot$261,2856720.2%Retail/WholesaleIJKiShares S&P Mid-Cap 400 Growth ETF$257,8772,8360.2%ETFDRIDarden Restaurants$251,4231,3460.2%Retail/WholesaleQCOMQUALCOMM$245,7921,6000.2%Computer and TechnologyCWCurtiss-Wright$221,4396240.2%AerospaceUNHUnitedHealth Group$216,7184280.2%MedicalBABoeing$213,3541,2050.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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