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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 1 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 193,848.0 $14.8M 8.77% +35K +22.2% $76.54 +14.6%
2 IVE ISHARES TR 51,252.0 $10.8M 6.40% +1K +2.5% $211.15 +8.0%
3 DYNF BLACKROCK ETF TRUST 160,415.0 $9.3M 5.52% -14K -8.3% $58.18 +14.6%
4 SCHZ SCHWAB STRATEGIC TR 397,508.0 $9.2M 5.46% +8K +1.9% $23.22 -0.9%
5 IVW ISHARES TR 78,787.0 $8.9M 5.27% +2K +2.8% $113.11 +20.8%
6 XTEN BONDBLOXX ETF TRUST 158,626.0 $7.3M 4.30% +8K +5.5% $45.86 -1.9%
7 USFR WISDOMTREE TR 122,966.0 $6.2M 3.66% $50.34 +0.2%
8 IUSB ISHARES TR 129,822.0 $6.0M 3.55% +5K +3.9% $46.19 -0.7%
9 BLACKROCK ETF TRUST 178,954.0 $5.8M 3.40% NEW $32.15
10 ACWX ISHARES TR 76,773.0 $5.3M 3.11% NEW $68.47 +9.7%
11 QUAL ISHARES TR 24,700.0 $4.7M 2.80% -130.0 -0.5% $191.81 +11.8%
12 EFV ISHARES TR 61,476.0 $4.6M 2.70% -37K -37.8% $74.35 +5.8%
13 MBB ISHARES TR 46,738.0 $4.4M 2.62% +556.0 +1.2% $94.95 -0.9%
14 BAI BLACKROCK ETF TRUST 131,395.0 $4.3M 2.56% +7K +5.8% $32.95 +45.1%
15 GOVT ISHARES TR 186,721.0 $4.3M 2.53% +163K +695.5% $22.91 -1.1%
16 SPMO INVESCO EXCH TRADED FD TR II 36,698.0 $4.1M 2.43% +3K +9.1% $112.11 +29.3%
17 AVEM AMERICAN CENTY ETF TR 50,059.0 $4.0M 2.38% +13K +33.9% $80.58 +15.5%
18 THRO BLACKROCK ETF TRUST 106,628.0 $3.9M 2.28% +7K +7.1% $36.22 +17.9%
19 IAGG ISHARES TR 68,567.0 $3.4M 2.03% +4K +5.7% $50.04 +0.0%
20 BINC BLACKROCK ETF TRUST II 62,596.0 $3.3M 1.92% -11K -15.3% $51.93 +0.5%
Page 1 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%