Portfolio (Quarterly) Guide ↗

Daviman Financial, LLC

· CIK 0002104394

13F Portfolio $181M AUM 92 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 10 New 22 Added 40 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	USFR	WISDOMTREE TR	—	122,966	$6.2M	3.66%	SOLD
2	—	J P MORGAN EXCHANGE TRADED F	—	4,938	$250K	0.15%	SOLD

Sector Allocation

Technology 34.1%

Financial Services 24.5%

Communication Services 7.8%

Consumer Cyclical 7.7%

Healthcare 6.7%

Industrials 6.7%

Energy 5.4%

Utilities 4.0%

Consumer Defensive 3.1%