# EDGAR Filing Document

**Accession Number:** 0002042337
**File Stem:** 0001172661-25-002680
**Filing Date:** 2025-7
**Character Count:** 9103
**Document Hash:** 991c17690170904cac1416224cf660ad
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-002680.hdr.sgml**: 20250722

**ACCESSION NUMBER**: 0001172661-25-002680

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250722

**DATE AS OF CHANGE**: 20250722

**EFFECTIVENESS DATE**: 20250722

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** David Wealth Management LLC
- **CENTRAL INDEX KEY:** 0002042337

**ORGANIZATION NAME:**
- **EIN:** 455316999
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24658
- **FILM NUMBER:** 251140255

**BUSINESS ADDRESS:**
- **STREET 1:** 8315 ROUTE 29
- **STREET 2:** SUITE 325
- **CITY:** FAIRFAX
- **STATE:** VA
- **ZIP:** 22031
- **BUSINESS PHONE:** 2028121773

**MAIL ADDRESS:**
- **STREET 1:** 8315 ROUTE 29
- **STREET 2:** SUITE 325
- **CITY:** FAIRFAX
- **STATE:** VA
- **ZIP:** 22031

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**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:** David Wealth Management LLC<br>**Address:** 8315 Route 29<br>Suite 325<br>Fairfax, VA 22031

**Form 13F File Number:** 028-24658

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:** Jim David<br>**Title:** Managing Member<br>**Phone:** 202-812-1773

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

/s/ Jim David  Fairfax, VA  07-22-2025<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:** 55

**Form 13F Information Table Value Total:** $134337674

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 211234 | 1138 | SH |  | SOLE |  | 0 | 0 | 1138 |
| AMAZON COM INC | COM | 023135106 |  | 692539 | 3157 | SH |  | SOLE |  | 0 | 0 | 3157 |
| APPLE INC | COM | 037833100 |  | 1697688 | 8275 | SH |  | SOLE |  | 0 | 0 | 8275 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 514720 | 1669 | SH |  | SOLE |  | 0 | 0 | 1669 |
| BOEING CO | COM | 097023105 |  | 253821 | 1211 | SH |  | SOLE |  | 0 | 0 | 1211 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 300012 | 303 | SH |  | SOLE |  | 0 | 0 | 303 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 304855 | 624 | SH |  | SOLE |  | 0 | 0 | 624 |
| DANAHER CORPORATION | COM | 235851102 |  | 5993365 | 30340 | SH |  | SOLE |  | 0 | 0 | 30340 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 293549 | 1347 | SH |  | SOLE |  | 0 | 0 | 1347 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 6805212 | 161032 | SH |  | SOLE |  | 0 | 0 | 161032 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 |  | 6364653 | 152228 | SH |  | SOLE |  | 0 | 0 | 152228 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 1441056 | 41685 | SH |  | SOLE |  | 0 | 0 | 41685 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 8186418 | 172600 | SH |  | SOLE |  | 0 | 0 | 172600 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 17323408 | 360829 | SH |  | SOLE |  | 0 | 0 | 360829 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 26582572 | 741701 | SH |  | SOLE |  | 0 | 0 | 741701 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 13093263 | 195364 | SH |  | SOLE |  | 0 | 0 | 195364 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 889233 | 21032 | SH |  | SOLE |  | 0 | 0 | 21032 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 869619 | 16116 | SH |  | SOLE |  | 0 | 0 | 16116 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 20920821 | 712319 | SH |  | SOLE |  | 0 | 0 | 712319 |
| DISNEY WALT CO | COM | 254687106 |  | 533228 | 4300 | SH |  | SOLE |  | 0 | 0 | 4300 |
| EMERSON ELEC CO | COM | 291011104 |  | 282118 | 2116 | SH |  | SOLE |  | 0 | 0 | 2116 |
| HOME DEPOT INC | COM | 437076102 |  | 251659 | 686 | SH |  | SOLE |  | 0 | 0 | 686 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 229787 | 780 | SH |  | SOLE |  | 0 | 0 | 780 |
| INTUIT | COM | 461202103 |  | 480050 | 609 | SH |  | SOLE |  | 0 | 0 | 609 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 681469 | 1235 | SH |  | SOLE |  | 0 | 0 | 1235 |
| ISHARES TR | MICRO-CAP ETF | 464288869 |  | 263873 | 2067 | SH |  | SOLE |  | 0 | 0 | 2067 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 839692 | 13779 | SH |  | SOLE |  | 0 | 0 | 13779 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1205383 | 2839 | SH |  | SOLE |  | 0 | 0 | 2839 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 851291 | 2978 | SH |  | SOLE |  | 0 | 0 | 2978 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 402233 | 1864 | SH |  | SOLE |  | 0 | 0 | 1864 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 291291 | 3202 | SH |  | SOLE |  | 0 | 0 | 3202 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 336529 | 2203 | SH |  | SOLE |  | 0 | 0 | 2203 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 376676 | 1299 | SH |  | SOLE |  | 0 | 0 | 1299 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 1053005 | 3854 | SH |  | SOLE |  | 0 | 0 | 3854 |
| MICROSOFT CORP | COM | 594918104 |  | 449485 | 904 | SH |  | SOLE |  | 0 | 0 | 904 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2794077 | 17685 | SH |  | SOLE |  | 0 | 0 | 17685 |
| ORACLE CORP | COM | 68389X105 |  | 210922 | 965 | SH |  | SOLE |  | 0 | 0 | 965 |
| QUALCOMM INC | COM | 747525103 |  | 254816 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 240865 | 7992 | SH |  | SOLE |  | 0 | 0 | 7992 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 782117 | 35390 | SH |  | SOLE |  | 0 | 0 | 35390 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 424661 | 17418 | SH |  | SOLE |  | 0 | 0 | 17418 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1412022 | 57775 | SH |  | SOLE |  | 0 | 0 | 57775 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 451103 | 16082 | SH |  | SOLE |  | 0 | 0 | 16082 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 256453 | 9612 | SH |  | SOLE |  | 0 | 0 | 9612 |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 85207K107 |  | 418608 | 34200 | SH |  | SOLE |  | 0 | 0 | 34200 |
| STRYKER CORPORATION | COM | 863667101 |  | 317691 | 803 | SH |  | SOLE |  | 0 | 0 | 803 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 2333076 | 54270 | SH |  | SOLE |  | 0 | 0 | 54270 |
| UNION PAC CORP | COM | 907818108 |  | 393207 | 1709 | SH |  | SOLE |  | 0 | 0 | 1709 |
| UNITED STATES ANTIMONY CORP | COM | 911549103 |  | 21800 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 236584 | 540 | SH |  | SOLE |  | 0 | 0 | 540 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 242291 | 1371 | SH |  | SOLE |  | 0 | 0 | 1371 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 352251 | 1486 | SH |  | SOLE |  | 0 | 0 | 1486 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 590624 | 10360 | SH |  | SOLE |  | 0 | 0 | 10360 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 334745 | 2511 | SH |  | SOLE |  | 0 | 0 | 2511 |
| VERALTO CORP | COM SHS | 92338C103 |  | 1003954 | 9945 | SH |  | SOLE |  | 0 | 0 | 9945 |

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