Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Daviman Financial, LLC (CIK 2104394) reported $181.1M across 92 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($25.3M, 13.98%), CORO ($10.8M, 5.97%), IVW ($10.7M, 5.90%), DYNF ($9.6M, 5.29%), SCHZ ($9.2M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $25.3M | 13.98% | 288,218 | Added |
| 2 | CORO | BLACKROCK ETF TRUST | $10.8M | 5.97% | 295,242 | Added |
| 3 | IVW | ISHARES TR | $10.7M | 5.90% | 77,664 | Trimmed |
| 4 | DYNF | BLACKROCK ETF TRUST | $9.6M | 5.29% | 140,914 | Trimmed |
| 5 | SCHZ | SCHWAB STRATEGIC TR | $9.2M | 5.10% | 399,645 | Added |
| 6 | IVE | ISHARES TR | $9.1M | 5.02% | 40,052 | Trimmed |
| 7 | BAI | BLACKROCK ETF TRUST | $6.1M | 3.37% | 115,889 | Trimmed |
| 8 | IUSB | ISHARES TR | $6.0M | 3.31% | 129,818 | Trimmed |
| 9 | GOVT | ISHARES TR | $5.7M | 3.14% | 249,508 | Added |
| 10 | BRTR | BLACKROCK ETF TRUST II | $4.9M | 2.72% | 98,031 | New |
| 11 | SPMO | INVESCO EXCH TRADED FD TR II | $4.7M | 2.57% | 28,835 | Trimmed |
| 12 | MBB | ISHARES TR | $4.6M | 2.52% | 48,250 | Added |
| 13 | XTEN | BONDBLOXX ETF TRUST | $4.3M | 2.39% | 95,132 | Trimmed |
| 14 | AVEM | AMERICAN CENTY ETF TR | $3.5M | 1.96% | 36,791 | Trimmed |
| 15 | BLCR | BLACKROCK ETF TRUST | $3.3M | 1.81% | 65,073 | Trimmed |
| 16 | THRO | BLACKROCK ETF TRUST | $3.3M | 1.80% | 75,501 | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $3.1M | 1.73% | 8,492 | Hold |
| 18 | IALT | BLACKROCK ETF TRUST | $3.1M | 1.73% | 111,963 | New |
| 19 | IDEF | BLACKROCK ETF TRUST | $3.1M | 1.72% | 98,114 | New |
| 20 | GGOV | BLACKROCK ETF TRUST II | $2.8M | 1.57% | 56,574 | New |
| 21 | BINC | BLACKROCK ETF TRUST II | $2.8M | 1.55% | 53,476 | Trimmed |
| 22 | MUB | ISHARES TR | $2.3M | 1.27% | 21,310 | Trimmed |
| 23 | EFG | ISHARES TR | $1.7M | 0.96% | 13,961 | Added |
| 24 | SGOV | ISHARES TR | $1.7M | 0.94% | 16,942 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $1.7M | 0.94% | 8,528 | Added |
Source: SEC Form 13F filings · as of 2026-06-30