Daviman Financial, LLC - Portfolio Stock Holdings

Daviman Financial, LLC disclosed 105 stock positions in a recent SEC 13F filing. $175,183,739 of stock holdings were filed, with the largest holdings including SPYM, CORO, and IVW. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $233,930,979 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.