Skip to main content

Dahring | Cusmano LLC

SEC CIK
0002053669
Latest filing
Jul 28, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 7, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
53
−2 vs. Q2 2025
Portfolio value
$138.4M
+$10.1M (+7.9%) vs. Q2 2025
Filed
Nov 7, 2025
SEC
Holdings of Dahring | Cusmano LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
PIMCO ETF Tr72201R585MULTISECTOR BD645,675$17.3M12.5%+32,738+5.3%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF514,855$16.4M11.9%+15,938+3.2%Added–
Fidelity Covington Trust316092360FUN LAR COR ETF296,628$15.4M11.2%+12,590+4.4%Added–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF236,652$10.9M7.9%−2,312−1.0%Reduced–
Fidelity Covington Trust31609A206ENHANCED SML CAP256,595$9.38M6.8%+9,198+3.7%Added–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY86,779$9.11M6.6%+4,089+4.9%Added–
Schwab Strategic Tr808524631HIGH YIELD BD ET278,758$7.45M5.4%+278,758New–
Fidelity Covington Trust316092352BLUE CHIP GRWTH117,810$6.32M4.6%+9,978+9.3%Added–
Fidelity Covington Trust31609A404ENHANCED INTL173,609$6.12M4.4%+2,218+1.3%Added–
IAUiShares Gold TrustETF55,975$4.07M2.9%−711−1.3%ReducedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF10,996$3.39M2.4%+225+2.1%Added–
Fidelity MSCI Information Technology Index ETF316092808ETF14,830$3.29M2.4%+442+3.1%Added–
T Rowe Price Exchange-Traded87283Q503US EQUI RESH ETF76,689$3.21M2.3%+5,907+8.3%Added–
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION68,816$2.59M1.9%−5,059−6.8%Reduced–
T Rowe Price Exchange-Traded87283Q701ULTRA SHRT TRM44,692$2.23M1.6%−9,156−17.0%Reduced–
Capital Group Core Balanced14021D107SHS55,975$1.94M1.4%+6,189+12.4%Added–
iShares Tr46435G250HIGH YLD SYSTM B32,425$1.55M1.1%−146,171−81.8%Reduced–
T Rowe Price Exchange-Traded87283Q826SMALL MID CAP43,814$1.54M1.1%+2,054+4.9%Added–
Vanguard Health Care ETF92204A504ETF5,632$1.46M1.1%+288+5.4%Added–
MSFTMicrosoft CorpStock2,347$1.22M0.9%−14−0.6%ReducedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF8,936$933.9K0.7%−31−0.3%Reduced–
T Rowe Price Exchange-Traded87283Q883FLOATING RATE15,824$814.2K0.6%+1,725+12.2%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,386$710.0K0.5%+253+11.9%Added–
PIMCO ETF Tr72201R635MUNI INCOME OPP13,750$623.0K0.5%+2,207+19.1%Added–
Vanguard Dividend Appreciation ETF921908844ETF2,841$613.0K0.4%+12+0.4%Added–
Schwab Fundamental U.S. Large Company ETF808524771ETF20,643$542.9K0.4%−1,105−5.1%Reduced–
AAPLApple Inc.Stock2,131$542.7K0.4%−32−1.5%ReducedHistory
Fidelity Covington Trust316092543EMERG MKTS MLTFT16,344$491.6K0.4%+1,372+9.2%Added–
Vanguard World FD921910816MEGA GRWTH IND1,176$473.3K0.3%−3−0.3%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF1,747$444.2K0.3%−35−2.0%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF3,122$440.1K0.3%+14+0.5%Added–
AZOAutoZone IncCOM102$437.6K0.3%+1+1.0%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF900$421.4K0.3%+1+0.1%Added–
Vanguard Malvern FDS922020722MULTI SECTOR7,187$372.0K0.3%+7,187New–
GLDSPDR Gold TrustETF1,043$370.8K0.3%−11−1.0%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF612$367.7K0.3%−22−3.5%Reduced–
NVDANVIDIA CorpStock1,937$361.4K0.3%−96−4.7%ReducedHistory
AMZNAmazon Com IncStock1,619$355.5K0.3%+346+27.2%AddedHistory
WECWec Energy Group, Inc.Stock2,982$341.7K0.2%+25+0.8%AddedHistory
Fidelity High Dividend ETF316092840ETF6,128$341.4K0.2%+6,128New–
WMTWalmart Inc.Stock3,072$316.6K0.2%+7+0.2%AddedHistory
T Rowe Price Exchange-Traded87283Q859VALUE ETF9,029$308.0K0.2%+9,029New–
PGProcter & Gamble CoStock1,986$305.1K0.2%−14−0.7%ReducedHistory
TSCOTractor Supply CoCOM5,000$284.4K0.2%00.0%UnchangedHistory
DTEDte Energy CoCOM2,005$283.5K0.2%+17+0.9%AddedHistory
PLTRPalantir Technologies Inc.Stock1,538$280.6K0.2%+1,538NewHistory
LLYEli Lilly & CoStock367$280.3K0.2%+5+1.4%AddedHistory
HDHome Depot, Inc.Stock607$246.0K0.2%−13−2.1%ReducedHistory
JNJJohnson & JohnsonStock1,311$243.0K0.2%−3,208−71.0%ReducedHistory
iShares Tr464288307MRGSTR MD CP GRW2,771$229.3K0.2%−152−5.2%Reduced–
FFord Motor CoStock18,040$215.8K0.2%+38+0.2%AddedHistory
TSLATesla, Inc.Stock475$211.2K0.2%+475NewHistory
Schwab International Equity ETF808524805ETF8,759$203.9K0.1%+8,759New–

Sold out since Q2 2025 (9)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Dahring | Cusmano LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
AMGNAmgen IncStock3,300$921.4K0.7%History
IBMInternational Business Machines CorpStock1,555$458.5K0.4%History
ELVElevance Health, Inc.Stock1,025$398.7K0.3%History
PIIPolaris Inc.Stock7,236$294.1K0.2%History
JPMJPMorgan Chase & CoStock888$257.3K0.2%History
ACNAccenture plcStock800$239.2K0.2%History
PMPhilip Morris International Inc.Stock1,281$233.3K0.2%History
iShares Tr464288513IBOXX HI YD ETF2,647$213.5K0.2%–
DUOLDuolingo, Inc.CL A COM500$205.0K0.2%History