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Portfolio (Quarterly) Guide ↗

Daviman Financial, LLC

· CIK 0002104394
13F Portfolio $170M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New
Page 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IYW ISHARES TR 1,658.0 $331K 0.19% NEW $199.67 +23.9%
62 VTV VANGUARD INDEX FDS 1,726.0 $330K 0.19% NEW $190.99 +11.1%
63 BITB BITWISE BITCOIN ETF TR Financial Services 6,587.0 $313K 0.18% NEW $47.56 -13.4%
64 IGV ISHARES TR 2,959.0 $313K 0.18% NEW $105.69 -11.0%
65 UPRO PROSHARES TR 2,584.0 $299K 0.18% NEW $115.76 +26.1%
66 WMT WALMART INC Consumer Defensive 2,641.0 $294K 0.17% NEW $111.41 +6.4%
67 VBR VANGUARD INDEX FDS 1,328.0 $281K 0.17% NEW $211.79 +11.1%
68 ETHW BITWISE ETHEREUM ETF Financial Services 13,001.0 $277K 0.16% NEW $21.27 -30.3%
69 PG PROCTER AND GAMBLE CO Consumer Defensive 1,925.0 $276K 0.16% NEW $143.33 -0.2%
70 SCHD SCHWAB STRATEGIC TR 9,775.0 $268K 0.16% NEW $27.43 +19.0%
71 VOT VANGUARD INDEX FDS 955.0 $267K 0.16% NEW $279.14 +5.4%
72 J P MORGAN EXCHANGE TRADED F 5,209.0 $264K 0.15% NEW $50.59
73 ICVT ISHARES TR 2,646.0 $261K 0.15% NEW $98.50 +21.7%
74 VFVA VANGUARD WELLINGTON FD 1,962.0 $261K 0.15% NEW $132.78 +9.0%
75 BND VANGUARD BD INDEX FDS 3,474.0 $257K 0.15% NEW $74.07 -1.2%
76 UDOW PROSHARES TR 4,376.0 $253K 0.15% NEW $57.91 +10.3%
77 IBDX ISHARES TR 9,829.0 $251K 0.15% NEW $25.53 -1.4%
78 EFG ISHARES TR 2,188.0 $249K 0.15% NEW $113.89 +7.9%
79 MDYG SPDR SERIES TRUST 2,609.0 $241K 0.14% NEW $92.43 +17.7%
80 HD HOME DEPOT INC Consumer Cyclical 658.0 $226K 0.13% NEW $344.16 -9.7%
Page 4 of 5  ·  89 positions

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 34.3%
Technology 32.8%
Communication Services 7.1%
Consumer Cyclical 7.0%
Healthcare 5.5%
Energy 3.6%
Utilities 3.5%
Industrials 3.1%
Consumer Defensive 3.1%