Daviman Financial, LLC - Portfolio overview

Daviman Financial, LLC has 84 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 8.77%
2. IVE - ISHARES TR, 6.40%
3. DYNF - BLACKROCK ETF TRUST, 5.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.