Daviman Financial, LLC
All 13F Filings
- Location
- Fishers, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 181,145
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 92 | 181,145 | 13F-HR | Daviman Financial, LLC |
| Q1 2026 | 4/23/2026 | 84 | 169,100 | 13F-HR | Daviman Financial, LLC |
| Q4 2025 | 2/6/2026 | 89 | 170,424 | 13F-HR | Daviman Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.88 K | 7.7% | 0 | 4.133 K | -4.133 K |
| ETFs | 165.3 K | 91.3% | 16.02 K | 0 | 16.02 K |
| Debt | 1.949 K | 1.1% | 155 | 0 | 155 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
181,145
Holdings
92
QoQ value change ($000)
12,045
(7.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.