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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
Page 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FTEC FIDELITY COVINGTON TRUST 1,005.0 $209K 0.12% +81.0 +8.8% $208.05 +35.1%
82 VFVA VANGUARD WELLINGTON FD 1,548.0 $208K 0.12% -414.0 -21.1% $134.61 +7.7%
83 VOT VANGUARD INDEX FDS 794.0 $204K 0.12% -161.0 -16.9% $257.35 +14.3%
84 EFG ISHARES TR 1,823.0 $203K 0.12% -365.0 -16.7% $111.34 +10.1%
Page 5 of 5  ·  84 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
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%