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Daviman Financial, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    fishers, IN
  • CIK
    0002104394
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

92

$181.15M
KRE, BLACKROCK ETF TRUST, IVW, DYNF
13F-HR
Jul 27, 2026
000207207526000024

84

$169.1M
KRE, IVE, DYNF, SCHZ
13F-HR
Apr 23, 2026
000207207526000005

89

$170.42M
KRE, DYNF, IVE, IVW
13F-HR
Feb 6, 2026
000207207526000001