SEC 13F Intelligence

David Wealth Management LLC / AAPL

David Wealth Management LLC’s Apple Inc Position

Does David Wealth Management LLC own Apple Inc (AAPL)? Yes8.3K shares worth $2M (+1.26% of its 13F portfolio) as of Q2 2025, up from 6.5K shares the prior filed quarter.

Position Value
$2M
Q2 2025
Shares
8.3K
% of Portfolio
+1.26%
Quarters Held
3
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20258.3K$2M+1.26%
Q1 20256.5K$1M+1.20%
Q4 20246.5K$2M+1.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See David Wealth Management LLC’s full portfolio or all institutional holders of AAPL.