Daviman Financial, LLC
Q4 2025 13F Holdings
- Locationfishers, IN
- Num holdings
89
- Value ($000)
$170,424
- Date Filed02/06/2026
- Form type13F-HR
- CIK0002104394
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $12.73M | 8 % | 158,630 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $10.64M | 6 % | 174,909 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $10.6M | 6 % | 49,996 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $9.45M | 6 % | 76,654 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $9.11M | 5 % | 389,946 | ||
INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | $8.74M | 5 % | 147,367 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $7.06M | 4 % | 98,886 | ||
BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 | $6.95M | 4 % | 150,402 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $6.19M | 4 % | 122,966 | ||
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $5.81M | 3 % | 124,902 |
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