Daviman Financial
Daviman Financial reported 92 stocks worth $181M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are SPYM (14.0%), CORO (6.0%) and IVW (5.9%). Compared with Q1 2026, the fund opened new positions in BRTR, IALT and IDEF, added to SPYM, CORO and SCHZ, trimmed IVW, DYNF and IVE and sold out of USFR and JPST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $25.3M | 14.0% | 288K | +94K (+49%) | 3 of 3 | |
| 2 |  CORO Ishares International Country Rotation Active ETF | $10.8M | 6.0% | 295K | +116K (+65%) | 2 of 3 | |
| 3 |  IVW Ishares TR | $10.7M | 5.9% | 78K | −1,123 (−1%) | 3 of 3 | |
| 4 |  DYNF Blackrock ETF Trust | $9.6M | 5.3% | 141K | −20K (−12%) | 3 of 3 | |
| 5 |  SCHZ Schwab US Aggregate Bond | $9.2M | 5.1% | 400K | +2,137 (+1%) | 3 of 3 | |
| 6 |  IVE Ishares TR | $9.1M | 5.0% | 40K | −11K (−22%) | 3 of 3 | |
| 7 |  BAI Blackrock ETF Trust | $6.1M | 3.4% | 116K | −16K (−12%) | 3 of 3 | |
| 8 |  IUSB Ishares Core | $6M | 3.3% | 130K | No change | 3 of 3 | |
| 9 |  GOVT Ishares US Treasury Bond | $5.7M | 3.1% | 250K | +63K (+34%) | 3 of 3 | |
| 10 |  BRTR Blackrock ETF Trust II | $4.9M | 2.7% | 98K | New position | 1 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Daviman Financial 13F FAQ
What does Daviman Financial own?
Daviman Financial reported 92 stocks worth $181M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are SPYM (14.0%), CORO (6.0%) and IVW (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Daviman Financial buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 26 added to, 44 trimmed and 2 sold out. New positions include BRTR, IALT and IDEF. It sold all of USFR and JPST.
When will Daviman Financial file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Daviman Financial's portfolio worth?
The Q2 2026 filing reports $181M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.