Daviman Financial, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Daviman Financial, LLC reported 89 stock positions worth $170.4 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 7.5% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 6.2%) and iShares S&P 500 Value ETF (IVE, 6.2%).
- Most Recent 13F
- Q2 2026
- Location
- FISHERS, IN
- CIK
- 0002104394
- Portfolio Value
- $170.4M (Q4 2025)
- SEC Filing
- 0002072075-26-000001 ↗ filed Feb 6, 2026
Holdings Value
Holdings 89 stocks · $170.4M
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.47% | 158,630 | $12.7M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.24% | 174,909 | $10.6M | — |
| IVE iShares S&P 500 Value ETF | 6.22% | 49,996 | $10.6M | — |
| IVW iShares S&P 500 Growth ETF | 5.54% | 76,654 | $9.4M | — |
| SCHZ Schwab US Aggregate Bond ETF | 5.35% | 389,946 | $9.1M | — |
| XLG Invesco S&P 500 Top 50 ETF | 5.13% | 147,367 | $8.7M | — |
| EFV iShares MSCI Eafe Value ETF | 4.14% | 98,886 | $7.1M | — |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 4.08% | 150,402 | $7.0M | — |
| USFR Wisdomtree Floating Rate Tre | 3.63% | 122,966 | $6.2M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.41% | 124,902 | $5.8M | — |
| IEMG iShares Core MSCI Emerging | 3.09% | 78,358 | $5.3M | — |
| QUAL iShares MSCI USA Quality Fac | 2.89% | 24,830 | $4.9M | — |
| MBB iShares MBS ETF | 2.58% | 46,182 | $4.4M | — |
| BAI Ishrs AI in and Tech Act ETF | 2.43% | 124,226 | $4.1M | — |
| SPMO Invesco S&P 500 Momentum ETF | 2.35% | 33,627 | $4.0M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 2.29% | 73,874 | $3.9M | — |
| THRO iShares U.S. Thematic Rotati | 2.25% | 99,519 | $3.8M | — |
| IAGG iShares Intl Aggregate Bond | 1.90% | 64,854 | $3.2M | — |
| GLDM SPDR Gold Minishares Trust | 1.77% | 35,370 | $3.0M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.72% | 8,746 | $2.9M | — |
| AVEM Avantis Emerging Markets Eq | 1.69% | 37,396 | $2.9M | — |
| SGOV iShares 0-3 Month Treasury B | 1.60% | 27,093 | $2.7M | — |
| MUB iShares National Muni Bond E | 1.53% | 24,344 | $2.6M | — |
| IBIT iShares Bitcoin Trust ETF | 0.96% | 32,963 | $1.6M | — |
| VOO Vanguard S&P 500 ETF | 0.90% | 2,434 | $1.5M | — |
| NVDA Nvidia Corp. | 0.84% | 7,651 | $1.4M | — |
| AAPL Apple Inc. | 0.82% | 5,148 | $1.4M | — |
| SHLD Global X Defense Tech ETF | 0.81% | 21,395 | $1.4M | — |
| EMB iShares JP Morgan Usd Emergi | 0.77% | 13,621 | $1.3M | — |
| MSFT Microsoft Corp. | 0.65% | 2,290 | $1.1M | — |
| MSTR Strategy Inc. | 0.59% | 6,668 | $1.0M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.57% | 3,359 | $975K | — |
| VXUS Vanguard Total Intl Stock | 0.48% | 10,861 | $819K | — |
| GOOGL Alphabet Inc. Class A | 0.45% | 2,468 | $772K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 1,475 | $741K | — |
| IWY iShares Russell Top 200 Grow | 0.43% | 2,670 | $739K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.42% | 2,816 | $712K | — |
| TQQQ Proshares Ultrapro QQQ | 0.41% | 13,413 | $707K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 1,124 | $691K | — |
| BYLD iShares Yield Optimized Bond | 0.40% | 29,610 | $674K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 1,349 | $658K | — |
| SO The Southern Co. | 0.38% | 7,388 | $644K | — |
| IBCA iShares Ibonds Dec 2035 TC | 0.37% | 24,394 | $633K | — |
| AMZN Amazon.com Inc. | 0.35% | 2,612 | $603K | — |
| HEFA Isha Curr Hedged MSCI Eafe | 0.35% | 14,496 | $600K | — |
| AMAT Applied Materials Inc. | 0.35% | 2,310 | $594K | — |
| CAT Caterpillar Inc. | 0.33% | 992 | $568K | — |
| META Meta Platforms Inc. Class A | 0.32% | 825 | $545K | — |
| GOVT iShares US Treasury Bond ETF | 0.32% | 23,472 | $540K | — |
| AGZ iShares Agency Bond ETF | 0.31% | 4,772 | $526K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.30% | 9,147 | $520K | — |
| AVGO Broadcom Inc. | 0.30% | 1,477 | $511K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.29% | 4,600 | $491K | — |
| LLY Eli Lilly & Co. | 0.28% | 438 | $471K | — |
| TSLA Tesla Inc. | 0.27% | 1,031 | $464K | — |
| XOM Exxon Mobil Corp. | 0.27% | 3,837 | $462K | — |
| SYSB iShares Systematic Bond ETF | 0.25% | 4,706 | $422K | — |
| JPM JPMorgan Chase & Co. | 0.22% | 1,175 | $379K | — |
| SMH Vaneck Semiconductor ETF | 0.20% | 951 | $342K | — |
| ABBV Abbvie Inc. | 0.20% | 1,484 | $339K | — |
| IYW iShares Ustechnology ETF | 0.19% | 1,658 | $331K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 1,726 | $330K | — |
| BITB Bitwise Bitcoin ETF | 0.18% | 6,587 | $313K | — |
| IGV iShares Expanded Tech-Softwa | 0.18% | 2,959 | $313K | — |
| UPRO Proshares Ultrapro S&P 500 | 0.18% | 2,584 | $299K | — |
| WMT Walmart Inc. | 0.17% | 2,641 | $294K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 1,328 | $281K | — |
| ETHW Bitwise Ethereum ETF | 0.16% | 13,001 | $277K | — |
| PG The Procter & Gamble Co. | 0.16% | 1,925 | $276K | — |
| SCHD Schwab US DVD Equity ETF | 0.16% | 9,775 | $268K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.16% | 955 | $267K | — |
| JPST JPMorgan Ultra-Short Income | 0.15% | 5,209 | $264K | — |
| ICVT iShares Convertible Bond ETF | 0.15% | 2,646 | $261K | — |
| VFVA Vanguard U.S. Value Factor | 0.15% | 1,962 | $261K | — |
| BND Vanguard Total Bond Market | 0.15% | 3,474 | $257K | — |
| UDOW Proshares Ultrapro DOW30 | 0.15% | 4,376 | $253K | — |
| IBDX iShares Ibonds Dec 2032 TC | 0.15% | 9,829 | $251K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.15% | 2,188 | $249K | — |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.14% | 2,609 | $241K | — |
| HD Home Depot Inc. | 0.13% | 658 | $226K | — |
| VXF Vanguard Extended Market ETF | 0.13% | 1,075 | $225K | — |
| IBMR iShares Ibonds Dec 2029 M BD | 0.13% | 8,639 | $220K | — |
| FTEC Fidelity MSCI Info Tech Indx | 0.12% | 924 | $208K | — |
| QMOM Alpha US Quant Mom ETF | 0.12% | 3,111 | $203K | — |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 924 | $203K | — |
| JNJ Johnson & Johnson | 0.12% | 978 | $202K | — |
| DON Wisdomtree US Midcap Dividen | 0.12% | 3,909 | $202K | — |
| VLO Valero Energy Corp. | 0.12% | 1,231 | $200K | — |
| TIDAL TRUST II | 0.08% | 36,079 | $139K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.