# EDGAR Filing Document

**Accession Number:** 0002104502
**File Stem:** 0001214659-26-006214
**Filing Date:** 2026-5
**Character Count:** 10981
**Document Hash:** a524c14dacfd67deb00118e3d21607e5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-006214.hdr.sgml**: 20260514

**ACCESSION NUMBER**: 0001214659-26-006214

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260514

**DATE AS OF CHANGE**: 20260514

**EFFECTIVENESS DATE**: 20260514

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Davis Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0002104502

**ORGANIZATION NAME:**
- **EIN:** 815187119
- **STATE OF INCORPORATION:** NH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26531
- **FILM NUMBER:** 26980398

**BUSINESS ADDRESS:**
- **STREET 1:** 12 STILES ROAD, SUITE 203
- **CITY:** SALEM
- **STATE:** NH
- **ZIP:** 03079
- **BUSINESS PHONE:** 603-836-3477

**MAIL ADDRESS:**
- **STREET 1:** 12 STILES ROAD, SUITE 203
- **CITY:** SALEM
- **STATE:** NH
- **ZIP:** 03079

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Davis Wealth Advisors LLC<br>**Address:** 12 STILES ROAD SUITE 203<br>SALEM, NH 03079

**Form 13F File Number:** 028-26531

**CRD Number (if applicable):** 000287736

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Stephanie C Griebel<br>**Title:** Sr. Wealth Advisor<br>**Phone:** 603-871-4844

**Signature, Place, and Date of Signing:**

Stephanie C Griebel  Salem, NH  05-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 72

**Form 13F Information Table Value Total:** $120340641

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AB ACTIVE ETFS INC | ULTRA SHORT INCM | 00039J103 |  | 755914 | 14976 | SH |  | SOLE |  | 14976 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 309994 | 1081 | SH |  | SOLE |  | 1081 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1529888 | 6028 | SH |  | SOLE |  | 6028 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1436280 | 2 | SH |  | SOLE |  | 2 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 569290 | 1188 | SH |  | SOLE |  | 1188 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 2017724 | 55707 | SH |  | SOLE |  | 55707 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US CARBO | 09290C509 |  | 3114778 | 44410 | SH |  | SOLE |  | 44410 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES WORLD EX | 09290C608 |  | 574608 | 10394 | SH |  | SOLE |  | 10394 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES LARGE CA | 09290C855 |  | 1355889 | 33022 | SH |  | SOLE |  | 33022 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 4851490 | 83388 | SH |  | SOLE |  | 83388 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | 09290C699 |  | 1414453 | 43229 | SH |  | SOLE |  | 43229 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 2101996 | 63794 | SH |  | SOLE |  | 63794 | 0 | 0 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 1154253 | 22227 | SH |  | SOLE |  | 22227 | 0 | 0 |
| FIDELITY MERRIMACK STR TR | INVESTMENT GR BD | 316188606 |  | 1017565 | 23642 | SH |  | SOLE |  | 23642 | 0 | 0 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 5627548 | 123357 | SH |  | SOLE |  | 123357 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 348753 | 1229 | SH |  | SOLE |  | 1229 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 265362 | 304 | SH |  | SOLE |  | 304 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 2366962 | 26848 | SH |  | SOLE |  | 26848 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 6735222 | 96562 | SH |  | SOLE |  | 96562 | 0 | 0 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 1782030 | 39191 | SH |  | SOLE |  | 39191 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 686655 | 7181 | SH |  | SOLE |  | 7181 | 0 | 0 |
| ISHARES TR | EUROPE ETF | 464287861 |  | 476506 | 7014 | SH |  | SOLE |  | 7014 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 1451761 | 8002 | SH |  | SOLE |  | 8002 | 0 | 0 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 1875308 | 15474 | SH |  | SOLE |  | 15474 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 4104265 | 21398 | SH |  | SOLE |  | 21398 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 299894 | 2825 | SH |  | SOLE |  | 2825 | 0 | 0 |
| ISHARES TR | MBS ETF | 464288588 |  | 1807532 | 19037 | SH |  | SOLE |  | 19037 | 0 | 0 |
| ISHARES TR | ESG ADVANCED UNI | 46436E619 |  | 1191707 | 27396 | SH |  | SOLE |  | 27396 | 0 | 0 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 |  | 2312755 | 99956 | SH |  | SOLE |  | 99956 | 0 | 0 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 2483687 | 24659 | SH |  | SOLE |  | 24659 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 296967 | 2085 | SH |  | SOLE |  | 2085 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 2470330 | 22181 | SH |  | SOLE |  | 22181 | 0 | 0 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 |  | 1795277 | 32523 | SH |  | SOLE |  | 32523 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46436E221 |  | 885103 | 27806 | SH |  | SOLE |  | 27806 | 0 | 0 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 958227 | 18930 | SH |  | SOLE |  | 18930 | 0 | 0 |
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 |  | 305414 | 6049 | SH |  | SOLE |  | 6049 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 4996289 | 44172 | SH |  | SOLE |  | 44172 | 0 | 0 |
| ISHARES TR | ESG EAFE ETF | 46436E759 |  | 722962 | 9582 | SH |  | SOLE |  | 9582 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 201551 | 2173 | SH |  | SOLE |  | 2173 | 0 | 0 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 |  | 284870 | 2508 | SH |  | SOLE |  | 2508 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 9780786 | 14973 | SH |  | SOLE |  | 14973 | 0 | 0 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 266986 | 6728 | SH |  | SOLE |  | 6728 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 4797786 | 64530 | SH |  | SOLE |  | 64530 | 0 | 0 |
| ISHARES TR | S 100 ETF | 464287101 |  | 1034274 | 3252 | SH |  | SOLE |  | 3252 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 3165358 | 22383 | SH |  | SOLE |  | 22383 | 0 | 0 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 6892593 | 149223 | SH |  | SOLE |  | 149223 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 5541436 | 26244 | SH |  | SOLE |  | 26244 | 0 | 0 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 1166330 | 23308 | SH |  | SOLE |  | 23308 | 0 | 0 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 2054812 | 8562 | SH |  | SOLE |  | 8562 | 0 | 0 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 2019483 | 42471 | SH |  | SOLE |  | 42471 | 0 | 0 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 3080637 | 134467 | SH |  | SOLE |  | 134467 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 |  | 390099 | 10618 | SH |  | SOLE |  | 10618 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG US | 67092P870 |  | 319929 | 14405 | SH |  | SOLE |  | 14405 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 |  | 452056 | 4971 | SH |  | SOLE |  | 4971 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 519719 | 2980 | SH |  | SOLE |  | 2980 | 0 | 0 |
| PERMIANVILLE RTY TR | TR UNIT | 71425H100 |  | 18825 | 10176 | SH |  | SOLE |  | 10176 | 0 | 0 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 238523 | 2250 | SH |  | SOLE |  | 2250 | 0 | 0 |
| RBB FD INC | F/M US TREASURY | 74933W452 |  | 296667 | 5950 | SH |  | SOLE |  | 5950 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 812384 | 34986 | SH |  | SOLE |  | 34986 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 822871 | 32093 | SH |  | SOLE |  | 32093 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 312983 | 10202 | SH |  | SOLE |  | 10202 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 738012 | 29819 | SH |  | SOLE |  | 29819 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 369831 | 15238 | SH |  | SOLE |  | 15238 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 239395 | 8218 | SH |  | SOLE |  | 8218 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 382791 | 8160 | SH |  | SOLE |  | 8160 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 647443 | 8792 | SH |  | SOLE |  | 8792 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 293513 | 3743 | SH |  | SOLE |  | 3743 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1022924 | 3189 | SH |  | SOLE |  | 3189 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 228603 | 765 | SH |  | SOLE |  | 765 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 792504 | 15885 | SH |  | SOLE |  | 15885 | 0 | 0 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 2420062 | 21556 | SH |  | SOLE |  | 21556 | 0 | 0 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 283967 | 3959 | SH |  | SOLE |  | 3959 | 0 | 0 |

---