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Daviman Financial, LLC

Q1 2026 13F Holdings

  • Location
    fishers, IN
  • Num holdings

    84

  • Value ($000)

    $169,100

  • Date Filed
    04/23/2026
  • Form type
    13F-HR
  • CIK
    0002104394
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$14.84M
9 %

193,848

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$10.82M
6 %

51,252

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$9.33M
6 %

160,415

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$9.23M
6 %

397,508

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$8.91M
5 %

78,787

X
XTEN

BONDBLOXX ETF TRUST

BLOOMBERG TEN YR
09789C812
$7.27M
4 %

158,626

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$6.19M
4 %

122,966

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$6M
4 %

129,822

---

BLACKROCK ETF TRUST

ISHARES INTL CTR
09290C764
$5.75M
3 %

178,954

A
ACWX

ISHARES TR

MSCI ACWI EX US
464288240
$5.26M
3 %

76,773

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