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Portfolio (Quarterly) Guide ↗

Davies Financial Advisors, Inc.

· CIK 0002020296
13F Portfolio $11M AUM 11 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 Reduced 34 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 8,026.0 $4.6M 42.44% -14K -63.6% $577.21 +22.4%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,432.0 $1.6M 14.49% -3K -59.0% $650.37 +12.2%
3 SFLR INNOVATOR ETFS TRUST 34,447.0 $1.2M 11.17% -52K -60.1% $35.41 +7.2%
4 QFLR INNOVATOR ETFS TRUST 25,978.0 $865K 7.92% -39K -59.9% $33.30 +5.7%
5 IAU ISHARES GOLD TR Financial Services 7,797.0 $687K 6.30% -18K -69.7% $88.16 -13.2%
6 MSFT MICROSOFT CORP Technology 1,437.0 $532K 4.87% -2K -56.5% $370.17 +0.8%
7 AAPL APPLE INC Technology 1,698.0 $431K 3.95% -11K -86.1% $253.79 +11.8%
8 HYG ISHARES TR 3,257.0 $259K 2.37% -5K -60.8% $79.56 +0.3%
9 UUP INVESCO DB US DLR INDEX TR Financial Services 8,894.0 $247K 2.26% -5K -33.9% $27.78 +2.4%
10 QJUN FIRST TR EXCHNG TRADED FD VI 7,496.0 $234K 2.15% -5K -38.6% $31.25 +5.2%
11 GOOG ALPHABET INC Communication Services 792.0 $227K 2.08% -4K -82.8% $286.86 +16.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 85.7%
Technology 11.5%
Communication Services 2.7%