—

Davidson Kahn Capital Management, LLC

Q2 2026 13F Holdings

  • Location
    sherman oaks, CA
  • Num holdings

    72

  • Value ($000)

    $232,821

  • Date Filed
    07/14/2026
  • Form type
    13F-HR
  • CIK
    0002055535
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$22.45M
10 %

105,522

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$20.93M
9 %

30,466

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$19.97M
9 %

688,683

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$19.28M
8 %

26,160

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$12.82M
6 %

149,714

A
AMZN

AMAZON COM INC

COM
023135106
$11.53M
5 %

48,358

---

PERIMETER SOLUTIONS INC

COMMON STOCK
71385M107
$10.22M
4 %

286,621

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$9.09M
4 %

25,431

E
EZM

WISDOMTREE TR

US MIDCAP FUND
97717W570
$6.02M
3 %

79,471

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$5.93M
3 %

57,497

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 72