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Filers›Asset Manager›Daviman Financial, LLC
DOSSIER · 13F-HR · Q1 2026

Daviman Financial, LLC

Daviman Financial's asset manager based in Boston, MA — $169M in tracked AUM across 85 positions as of Q1 2026.

DF
Daviman Financial·Boston, MA·Asset Manager
CIK 0002104394 · last filed Mar 31, 2026
Total AUM
$169M
▼ 14.2%
vs prior
Holdings
85
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
51% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Daviman Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$15M194K8.8%
02
IVE
ISHARES TR
$11M51K6.4%
03
DYNF
BLACKROCK ETF TRUST
$9M160K5.5%
04
SCHZ
SCHWAB STRATEGIC TR
$9M398K5.5%
05
IVW
ISHARES TR
$9M79K5.3%
06
XTEN
BONDBLOXX ETF TRUST
$7M159K4.3%
07
USFR
WISDOMTREE TR
$6M123K3.7%
08
IUSB
ISHARES TR
$6M130K3.5%
09
CORO
BLACKROCK ETF TRUST
$6M179K3.4%
10
ACWX
ISHARES TR
$5M77K3.1%

Filing history

Filing history loading…
AI Agent · grounded in Daviman
haiku-4-5 · 85 positions indexed
Sector mix
  • Tech51%
  • Health Care8%
  • Cons. Disc.6%
  • Communications8%
  • Energy16%
  • Other11%
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