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Portfolio (Quarterly) Guide ↗

Daviman Financial, LLC

· CIK 0002104394
13F Portfolio $169M AUM 85 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 38 Added 29 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BLACKROCK ETF TRUST 178,954.0 $5.8M 3.40% NEW $32.15
2 ACWX ISHARES TR 76,773.0 $5.3M 3.11% NEW $68.47 +11.9%
3 BLCR BLACKROCK ETF TRUST 68,392.0 $2.8M 1.66% NEW $41.06 +20.9%
4 JPIE J P MORGAN EXCHANGE TRADED F 14,801.0 $682K 0.40% NEW $46.07 -0.2%
5 QTUM ETF SER SOLUTIONS 2,516.0 $270K 0.16% NEW $107.30 +46.0%
6 IBHI ISHARES TR 9,087.0 $212K 0.12% NEW $23.28 +0.6%

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
Technology 29.0%
Financial Services 28.6%
Communication Services 7.9%
Consumer Cyclical 7.7%
Energy 6.8%
Healthcare 6.4%
Industrials 5.0%
Utilities 4.6%
Consumer Defensive 4.0%