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The Analysis of Daviman Financial, LLC's Holdings & P&L

Currently, Daviman Financial, LLC holds 84 types of securities in its portfolio with a total value $169.1M. In the most recent quarter, they have increased their positions in CORO (+179.0K shares, valued at $5.8M), ACWX (+76.8K shares, valued at $5.3M), GOVT (+163.2K shares, valued at $3.7M); decreased their positions in XLG (-140.8K shares, valued at $7.7M), IEMG (-65.1K shares, valued at $4.5M), EFV (-37.4K shares, valued at $2.8M); initiated new positions in CORO (+179.0K shares, valued at $5.8M), ACWX (+76.8K shares, valued at $5.3M), BLCR (+68.4K shares, valued at $2.8M).

1M P&L

+4.4M+2.50%

3M P&L

+5.7M+3.27%

HY P&L

+5.2M+2.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A155.4M

93.8%

2Semiconductors1.4M

0.9%

3Consumer Electronics1.3M

0.8%

Top Industries by Stock Count

1N/A62 stocks

77.5%

2Drug Manufacturers - General3 stocks

3.8%

3Internet Retail1 stocks

1.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST193.8K shares22.20%2026-03-312026-04-23

IVE ISHARES TR51.3K shares2.51%2026-03-312026-04-23

DYNF BLACKROCK ETF TRUST160.4K shares-8.29%2026-03-312026-04-23

SCHZ SCHWAB STRATEGIC TR397.5K shares1.94%2026-03-312026-04-23

IVW ISHARES TR78.8K shares2.78%2026-03-312026-04-23

XTEN BONDBLOXX ETF TRUST158.6K shares5.47%2026-03-312026-04-23

USFR WISDOMTREE TR123.0K shares0.00%2026-03-312026-04-23

IUSB ISHARES TR129.8K shares3.94%2026-03-312026-04-23

Sponsored

CORO BLACKROCK ETF TRUST179.0K sharesnew addition2026-03-312026-04-23

ACWX ISHARES TR76.8K sharesnew addition2026-03-312026-04-23

QUAL ISHARES TR24.7K shares-0.52%2026-03-312026-04-23

EFV ISHARES TR61.5K shares-37.83%2026-03-312026-04-23

MBB ISHARES TR46.7K shares1.20%2026-03-312026-04-23

BAI BLACKROCK ETF TRUST131.4K shares5.77%2026-03-312026-04-23

GOVT ISHARES TR186.7K shares695.51%2026-03-312026-04-23

SPMO INVESCO EXCH TRADED FD TR II36.7K shares9.13%2026-03-312026-04-23

Sponsored

AVEM AMERICAN CENTY ETF TR50.1K shares33.86%2026-03-312026-04-23

THRO BLACKROCK ETF TRUST106.6K shares7.14%2026-03-312026-04-23

IAGG ISHARES TR68.6K shares5.73%2026-03-312026-04-23

BINC BLACKROCK ETF TRUST II62.6K shares-15.27%2026-03-312026-04-23

MUB ISHARES TR29.4K shares20.74%2026-03-312026-04-23

BLCR BLACKROCK ETF TRUST68.4K sharesnew addition2026-03-312026-04-23

VTI VANGUARD INDEX FDS8.5K shares-2.90%2026-03-312026-04-23

SHLD GLOBAL X FDS36.8K shares71.97%2026-03-312026-04-23

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SGOV ISHARES TR23.9K shares-11.69%2026-03-312026-04-23

GLDM WORLD GOLD TR16.8K shares-52.43%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares-0.16%2026-03-312026-04-23

NVDA NVIDIA CORPORATION8.1K shares5.74%2026-03-312026-04-23

AAPL APPLE INC5.1K shares-0.56%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF33.1K shares0.29%2026-03-312026-04-23

MSFT MICROSOFT CORP2.6K shares12.45%2026-03-312026-04-23

IEMG ISHARES INC13.3K shares-83.06%2026-03-312026-04-23

Sponsored

VXUS VANGUARD STAR FDS10.9K shares0.00%2026-03-312026-04-23

VO VANGUARD INDEX FDS2.8K shares-16.79%2026-03-312026-04-23

CAT CATERPILLAR INC1.1K shares13.21%2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.8K shares11.99%2026-03-312026-04-23

XOM EXXON MOBIL CORP4.5K shares17.25%2026-03-312026-04-23

IBCA ISHARES TR28.3K shares16.07%2026-03-312026-04-23

SO SOUTHERN CO7.4K shares0.79%2026-03-312026-04-23

QQQM INVESCO EXCH TRADED FD TR II3.0K shares7.07%2026-03-312026-04-23

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F14.8K sharesnew addition2026-03-312026-04-23

BROADCOM INC BROADCOM INC2.0K shares33.92%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR1.0K shares-8.54%2026-03-312026-04-23

VUG VANGUARD INDEX FDS1.4K shares0.07%2026-03-312026-04-23

BYLD ISHARES TR25.5K shares-13.77%2026-03-312026-04-23

TQQQ PROSHARES TR13.6K shares1.33%2026-03-312026-04-23

AMZN AMAZON COM INC2.6K shares0.27%2026-03-312026-04-23

IWY ISHARES TR2.0K shares-24.12%2026-03-312026-04-23

Sponsored

HEFA ISHARES TR11.5K shares-20.50%2026-03-312026-04-23

SPYG SPDR SERIES TRUST4.6K shares0.04%2026-03-312026-04-23

META META PLATFORMS INC783 shares-5.09%2026-03-312026-04-23

SPYV SPDR SERIES TRUST7.8K shares-15.24%2026-03-312026-04-23

TSLA TESLA INC1.2K shares12.90%2026-03-312026-04-23

LLY ELI LILLY & CO454 shares3.65%2026-03-312026-04-23

BITB BITWISE BITCOIN ETF TR10.6K shares61.26%2026-03-312026-04-23

WMT WALMART INC3.1K shares16.85%2026-03-312026-04-23

Sponsored

SYSB ISHARES TR4.3K shares-9.52%2026-03-312026-04-23

XLG INVESCO EXCHANGE TRADED FD T6.6K shares-95.54%2026-03-312026-04-23

IBDX ISHARES TR14.1K shares43.30%2026-03-312026-04-23

ETHW BITWISE ETHEREUM ETF23.5K shares81.12%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO1.2K shares0.60%2026-03-312026-04-23

SMH VANECK ETF TRUST901 shares-5.26%2026-03-312026-04-23

ABBV ABBVIE INC1.6K shares4.51%2026-03-312026-04-23

VLO VALERO ENERGY CORP1.2K shares0.00%2026-03-312026-04-23

Sponsored

MSTR STRATEGY INC2.4K shares-63.45%2026-03-312026-04-23

IYW ISHARES TR1.5K shares-6.94%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR8.8K shares-9.65%2026-03-312026-04-23

QTUM ETF SER SOLUTIONS2.5K sharesnew addition2026-03-312026-04-23

JNJ JOHNSON & JOHNSON1.1K shares9.41%2026-03-312026-04-23

IBMR ISHARES TR10.1K shares16.43%2026-03-312026-04-23

VBR VANGUARD INDEX FDS1.2K shares-13.03%2026-03-312026-04-23

MDYG SPDR SERIES TRUST2.6K shares0.00%2026-03-312026-04-23

Sponsored

UPRO PROSHARES TR2.6K shares-0.12%2026-03-312026-04-23

JPST J P MORGAN EXCHANGE TRADED F4.9K shares-5.20%2026-03-312026-04-23

PG PROCTER & GAMBLE CO1.7K shares-10.29%2026-03-312026-04-23

AGZ ISHARES TR2.2K shares-53.23%2026-03-312026-04-23

HD HOME DEPOT INC712 shares8.21%2026-03-312026-04-23

UDOW PROSHARES TR4.5K shares2.70%2026-03-312026-04-23

VXF VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-23

IBHI ISHARES TR9.1K sharesnew addition2026-03-312026-04-23

Sponsored

FTEC FIDELITY COVINGTON TRUST1.0K shares8.77%2026-03-312026-04-23

VFVA VANGUARD WELLINGTON FD1.5K shares-21.10%2026-03-312026-04-23

VOT VANGUARD INDEX FDS794 shares-16.86%2026-03-312026-04-23

EFG ISHARES TR1.8K shares-16.68%2026-03-312026-04-23

SPYM

SPDR SERIES TRUST

22.20%

Shares193.8K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

2.51%

Shares51.3K

Event2026-03-31

Filed2026-04-23

DYNF

BLACKROCK ETF TRUST

-8.29%

Shares160.4K

Event2026-03-31

Filed2026-04-23

SCHZ

SCHWAB STRATEGIC TR

1.94%

Shares397.5K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

2.78%

Shares78.8K

Event2026-03-31

Filed2026-04-23

XTEN

BONDBLOXX ETF TRUST

5.47%

Shares158.6K

Event2026-03-31

Filed2026-04-23

USFR

WISDOMTREE TR

0.00%

Shares123.0K

Event2026-03-31

Filed2026-04-23

IUSB

ISHARES TR

3.94%

Shares129.8K

Event2026-03-31

Filed2026-04-23

CORO

BLACKROCK ETF TRUST

New

Shares179.0K

Event2026-03-31

Filed2026-04-23

ACWX

ISHARES TR

New

Shares76.8K

Event2026-03-31

Filed2026-04-23

QUAL

ISHARES TR

-0.52%

Shares24.7K

Event2026-03-31

Filed2026-04-23

EFV

ISHARES TR

-37.83%

Shares61.5K

Event2026-03-31

Filed2026-04-23

MBB

ISHARES TR

1.20%

Shares46.7K

Event2026-03-31

Filed2026-04-23

BAI

BLACKROCK ETF TRUST

5.77%

Shares131.4K

Event2026-03-31

Filed2026-04-23

GOVT

ISHARES TR

695.51%

Shares186.7K

Event2026-03-31

Filed2026-04-23

SPMO

INVESCO EXCH TRADED FD TR II

9.13%

Shares36.7K

Event2026-03-31

Filed2026-04-23

AVEM

AMERICAN CENTY ETF TR

33.86%

Shares50.1K

Event2026-03-31

Filed2026-04-23

THRO

BLACKROCK ETF TRUST

7.14%

Shares106.6K

Event2026-03-31

Filed2026-04-23

IAGG

ISHARES TR

5.73%

Shares68.6K

Event2026-03-31

Filed2026-04-23

BINC

BLACKROCK ETF TRUST II

-15.27%

Shares62.6K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

20.74%

Shares29.4K

Event2026-03-31

Filed2026-04-23

BLCR

BLACKROCK ETF TRUST

New

Shares68.4K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-2.90%

Shares8.5K

Event2026-03-31

Filed2026-04-23

SHLD

GLOBAL X FDS

71.97%

Shares36.8K

Event2026-03-31

Filed2026-04-23

SGOV

ISHARES TR

-11.69%

Shares23.9K

Event2026-03-31

Filed2026-04-23

GLDM

WORLD GOLD TR

-52.43%

Shares16.8K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-0.16%

Shares2.4K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

5.74%

Shares8.1K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-0.56%

Shares5.1K

Event2026-03-31

Filed2026-04-23

IBIT

ISHARES BITCOIN TRUST ETF

0.29%

Shares33.1K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

12.45%

Shares2.6K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

-83.06%

Shares13.3K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-16.79%

Shares2.8K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

13.21%

Shares1.1K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

11.99%

Shares2.8K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

17.25%

Shares4.5K

Event2026-03-31

Filed2026-04-23

IBCA

ISHARES TR

16.07%

Shares28.3K

Event2026-03-31

Filed2026-04-23

SOUTHERN CO

0.79%

Shares7.4K

Event2026-03-31

Filed2026-04-23

QQQM

INVESCO EXCH TRADED FD TR II

7.07%

Shares3.0K

Event2026-03-31

Filed2026-04-23

JPIE

J P MORGAN EXCHANGE TRADED F

New

Shares14.8K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

33.92%

Shares2.0K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-8.54%

Shares1.0K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-23

BYLD

ISHARES TR

-13.77%

Shares25.5K

Event2026-03-31

Filed2026-04-23

TQQQ

PROSHARES TR

1.33%

Shares13.6K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

0.27%

Shares2.6K

Event2026-03-31

Filed2026-04-23

IWY

ISHARES TR

-24.12%

Shares2.0K

Event2026-03-31

Filed2026-04-23

HEFA

ISHARES TR

-20.50%

Shares11.5K

Event2026-03-31

Filed2026-04-23

SPYG

SPDR SERIES TRUST

0.04%

Shares4.6K

Event2026-03-31

Filed2026-04-23