Skip to main content

Dahring | Cusmano LLC

SEC CIK
0002053669
Latest filing
Jul 28, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 5, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
58
+9 vs. Q4 2025
Portfolio value
$162.7M
+$18.9M (+13.1%) vs. Q4 2025
Filed
May 5, 2026
SEC
Holdings of Dahring | Cusmano LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
PIMCO ETF Tr72201R585MULTISECTOR BD718,752$18.8M11.6%+36,997+5.4%Added–
Fidelity Covington Trust316092360FUN LAR COR ETF296,584$15.2M9.4%−18,024−5.7%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF461,478$13.4M8.3%−73,504−13.7%Reduced–
Fidelity Covington Trust31609A206ENHANCED SML CAP306,710$11.7M7.2%+38,537+14.4%Added–
Vanguard Malvern FDS922020722MULTI SECTOR191,644$9.77M6.0%+170,994+828.1%Added–
Schwab Strategic Tr808524631HIGH YIELD BD ET346,378$9.01M5.5%+23,209+7.2%Added–
Fidelity Covington Trust31609A404ENHANCED INTL223,827$8.33M5.1%+50,614+29.2%Added–
Fidelity Covington Trust316092352BLUE CHIP GRWTH136,702$6.85M4.2%+11,067+8.8%Added–
Capital Group Dividend Value14020W106SHS CREAT UNIT160,620$6.83M4.2%+160,620New–
PIMCO Equity Ser72202L389RAFI DYN EMERG203,530$5.09M3.1%+203,530New–
IAUiShares Gold TrustETF46,646$4.11M2.5%−2,992−6.0%ReducedHistory
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY36,341$3.76M2.3%−53,423−59.5%Reduced–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF81,497$3.72M2.3%−155,035−65.5%Reduced–
Fidelity High Dividend ETF316092840ETF65,759$3.63M2.2%+53,858+452.6%Added–
Fidelity MSCI Information Technology Index ETF316092808ETF16,126$3.35M2.1%+463+3.0%Added–
T Rowe Price Exchange-Traded87283Q503US EQUI RESH ETF80,822$3.31M2.0%+866+1.1%Added–
Vanguard Morningstar Large-Cap ETF922908637ETF10,527$3.15M1.9%−576−5.2%Reduced–
Capital Group Core Balanced14021D107SHS87,228$3.00M1.8%+27,623+46.3%Added–
T Rowe Price Exchange-Traded87283Q701ULTRA SHRT TRM51,471$2.56M1.6%+8,586+20.0%Added–
Schwab Fundamental International Equity ETF808524755ETF49,381$2.42M1.5%+49,381New–
Vanguard Health Care ETF92204A504ETF6,948$1.89M1.2%+951+15.9%Added–
Vanguard Malvern FDS922020755CORE-PLUS BD ETF23,765$1.84M1.1%+23,765New–
Fidelity Covington Trust316092295FUN SMA MID ETF55,908$1.79M1.1%+55,908New–
Janus Detroit STR Tr47103U845HENDRSON AAA CL32,859$1.66M1.0%+32,859New–
T Rowe Price Exchange-Traded87283Q826SMALL MID CAP42,852$1.57M1.0%−865−2.0%Reduced–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF8,981$879.3K0.5%+32+0.4%Added–
Vanguard Energy ETF92204A306ETF5,041$872.3K0.5%+5,041New–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,860$864.6K0.5%+252+9.7%Added–
T Rowe Price ETF Inc87283Q768FINANCIALS ETF34,436$864.3K0.5%+34,436New–
PIMCO ETF Tr72201R635MUNI INCOME OPP17,576$793.9K0.5%+2,383+15.7%Added–
iShares Tr46435G250HIGH YLD SYSTM B16,892$785.8K0.5%−3,743−18.1%Reduced–
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION20,358$724.5K0.4%−32,701−61.6%Reduced–
MSFTMicrosoft CorpStock1,953$723.0K0.4%+163+9.1%AddedHistory
T Rowe Price Exchange-Traded87283Q883FLOATING RATE12,645$636.8K0.4%−1,782−12.4%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF2,831$608.9K0.4%−2−0.1%Reduced–
Schwab Fundamental U.S. Large Company ETF808524771ETF20,222$563.2K0.3%−209−1.0%Reduced–
AAPLApple Inc.Stock2,131$540.9K0.3%+2+0.1%AddedHistory
Fidelity Covington Trust316092543EMERG MKTS MLTFT15,713$496.2K0.3%−1,933−11.0%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF3,141$465.2K0.3%+18+0.6%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF1,761$461.2K0.3%+7+0.4%Added–
GLDSPDR Gold TrustETF1,043$448.8K0.3%00.0%UnchangedHistory
PIMCO ETF Tr72201R593COMMODITY STRAT12,814$413.5K0.3%+12,814New–
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF13,405$404.2K0.2%+13,405New–
Vanguard World FD921910816MEGA GRWTH IND1,095$402.3K0.2%−65−5.6%Reduced–
iShares Russell 1000 Growth ETF464287614ETF901$384.4K0.2%00.0%Unchanged–
WECWec Energy Group, Inc.Stock3,030$350.8K0.2%+24+0.8%AddedHistory
WMTWalmart Inc.Stock2,796$347.5K0.2%−276−9.0%ReducedHistory
AMZNAmazon Com IncStock1,595$332.2K0.2%−20−1.2%ReducedHistory
Franklin Templeton ETF Tr35473P546SYSTMTC STYL PRE11,979$325.8K0.2%+11,979New–
DTEDte Energy CoCOM2,038$297.9K0.2%+18+0.9%AddedHistory
LLYEli Lilly & CoStock318$292.7K0.2%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM1,640$278.2K0.2%+1,640NewHistory
NVDANVIDIA CorpStock1,471$256.6K0.2%−4−0.3%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF429$247.6K0.2%−160−27.2%Reduced–
Schwab International Equity ETF808524805ETF9,322$230.7K0.1%+320+3.6%Added–
PLTRPalantir Technologies Inc.Stock1,538$225.0K0.1%00.0%UnchangedHistory
iShares Tr464288307MRGSTR MD CP GRW2,705$213.0K0.1%+5+0.2%Added–
FFord Motor CoStock12,992$149.9K0.1%−5,306−29.0%ReducedHistory

Sold out since Q4 2025 (3)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Dahring | Cusmano LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
T Rowe Price Exchange-Traded87283Q859VALUE ETF12,433$437.9K0.3%–
TSLATesla, Inc.Stock477$214.5K0.1%History
HDHome Depot, Inc.Stock609$209.5K0.1%History