Daviman Financial, LLC
Top Portfolio Positions
25 positions ·
$15,780,666 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLDM |
World Gold Trust
|
16,824 | $1,559,416 | 9.88% |
| NVDA |
Nvidia Corp
Technology
|
8,090 | $1,410,896 | 8.94% |
| AAPL |
Apple Inc.
Technology
|
5,119 | $1,299,151 | 8.23% |
| IBIT |
iShares Bitcoin Trust ETF
|
33,059 | $1,270,126 | 8.05% |
| MSFT |
Microsoft Corp
Technology
|
2,575 | $953,187 | 6.04% |
| CAT |
Caterpillar Inc
Industrials
|
1,123 | $795,600 | 5.04% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,764 | $794,815 | 5.04% |
| XOM |
Exxon Mobil Corp
Energy
|
4,499 | $763,300 | 4.84% |
| SO |
Southern Co
Utilities
|
7,446 | $718,687 | 4.55% |
| AVGO |
Broadcom Inc.
Technology
|
1,978 | $612,210 | 3.88% |
Portfolio Trend
Holdings in ETHW
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $353,205 | 23,547 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $276,531 | 13,001 | Shares | Sole | 2026-02-06 | |
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