Daviman Financial, LLC
•CIK: 2104394•Filing: Q4 2025
**Daviman Financial, LLC** manages $170M across a portfolio of 89 distinct positions. The strategy exhibits a notable tilt toward volatility and sector-specific exposure, evidenced by top holdings including SPYM at $12.7M and DYNF at $10.6M. Significant allocations are also directed toward implied volatility products (IVE, IVW) and broad market/sector indices such as SCHZ ($9.1M) and XLG ($8.7M). This concentrated approach suggests a tactical, risk-aware mandate within the current market structure.
Total AUM
$170.4M
QoQ Performance
N/A
Positions
50
Top 10 Concentration
51.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
DYNF
IVE
IVW
SCHZ
XLG
SPYM7.5%
DYNF6.2%
IVE6.2%
IVW5.5%
SCHZ5.3%
XLG5.1%
EFV4.1%
XTEN4.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other92.4%
Technology3.4%
Consumer0.9%
ETF0.9%
Financial0.7%
Healthcare0.6%
Energy0.4%
Utilities0.4%