StockDriftsStockDriftsTop 50 Daviman Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 13.98% | 288.2K | $25.3M | +48.68%(+94.37K) | $79.76(+14.15%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 5.97% | 295.2K | $10.8M | +64.98%(+116.29K) | $32.50(+13.66%) | 2026-06-30 | |
| IVW | ISHARES TR | 5.9% | 77.7K | $10.7M | -1.43%(-1.12K) | $121.89(+16.30%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.29% | 140.9K | $9.6M | -12.16%(-19.50K) | $60.01(+16.69%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 5.1% | 399.6K | $9.2M | +0.54%(+2.14K) | $23.42(-2.76%) | 2026-06-30 | |
| IVE | ISHARES TR | 5.02% | 40.1K | $9.1M | -21.85%(-11.20K) | $209.35(+13.08%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.37% | 115.9K | $6.1M | -11.80%(-15.51K) | $33.70(+31.88%) | 2026-06-30 | |
| IUSB | ISHARES TR | 3.31% | 129.8K | $6.0M | -0.00%(-4) | $46.62(-2.50%) | 2026-06-30 | |
| GOVT | ISHARES TR | 3.14% | 249.5K | $5.7M | +33.63%(+62.79K) | $22.95(-2.16%) | 2026-06-30 | |
| BRTR | BLACKROCK ETF TRUST II | 2.72% | 98.0K | $4.9M | new | $50.18(-1.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.39% |
Daviman Financial, LLC reports $181.15M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (14.0%), CORO (6.0%) and IVW (5.9%). The top 20 holdings account for 73.6% of reported assets. Its disclosed equity book has returned +9.19% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Daviman Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2104394). View Daviman Financial, LLC’s 13F filings on SEC