Institutional Fund
Daviman Financial, LLC
Fishers, INCIK 21043942 filings on record
Portfolio Value
$169.10M
Q1 2026
Holdings
84
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-0.8%
from $170.42M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust8.8%
- Ishares Tr6.4%
- Blackrock ETF Trust5.5%
- Schwab Strategic Tr5.5%
- Ishares Tr5.3%
- Bondbloxx ETF Trust4.3%
- Other64.3%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 193.8K | $14.84M | 8.8% | +35.2K | Added |
| 2 | Ishares Tr | 51.3K | $10.82M | 6.4% | +1.3K | Added |
| 3 | Blackrock ETF Trust | 160.4K | $9.33M | 5.5% | −14.5K | Reduced |
| 4 | Schwab Strategic Tr | 397.5K | $9.23M | 5.5% | +7.6K | Added |
| 5 | Ishares Tr | 78.8K | $8.91M | 5.3% | +2.1K | Added |
| 6 | Bondbloxx ETF Trust | 158.6K | $7.27M | 4.3% | +8.2K | Added |
| 7 | Wisdomtree Tr | 123.0K | $6.19M | 3.7% | 0 | Held |
| 8 | Ishares Tr | 129.8K | $6.00M | 3.5% | +4.9K | Added |
| 9 | Blackrock ETF Trust | 179.0K | $5.75M | 3.4% | +179.0K | New |
| 10 | Ishares Tr | 76.8K | $5.26M | 3.1% | +76.8K | New |
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