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Daviman Financial, LLC

Q2 2026 13F Holdings

  • Location
    fishers, IN
  • Num holdings

    92

  • Value ($000)

    $181,145

  • Date Filed
    07/27/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$25.33M
14 %

288,218

---

BLACKROCK ETF TRUST

ISHA IN CTRY ETF
09290C764
$10.81M
6 %

295,242

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$10.68M
6 %

77,664

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$9.58M
5 %

140,914

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$9.24M
5 %

399,645

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$9.09M
5 %

40,052

---

BLACKROCK ETF TRUST

ISHA I IN TE ETF
09290C780
$6.11M
3 %

115,889

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$5.99M
3 %

129,818

G
GOVT

ISHARES TR

US TREAS BD ETF
46429B267
$5.68M
3 %

249,508

B
BRTR

BLACKROCK ETF TRUST II

ISHA TOTA RE ETF
092528876
$4.93M
3 %

98,031

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