SEC 13F Intelligence

Managers / Q1 2026

DAHRING | CUSMANO LLC

CIK 0002053669 · 26200 TOWN CENTER DR, SUITE 100, NOVI, MI, 48375 · 248-348-0100

Reported Value
$163M
Q1 2026
Positions
58
Filings on Record
6
2019–present window
Filed
May 5, 2026
original filing

Summary

Dahring | Cusmano LLC reported $163M in U.S.-listed holdings across 58 positions for Q1 2026.

Its largest position, Pimco Etf Tr, represents 11.6% of the portfolio.

Compared with Q4 2025, the fund opened 12 new positions and exited 3.

Portfolio Metrics

Turnover
+14.4%
vs prior filed quarter
Top-10 Concentration
+64.6%
share of reported value
Largest Position
+11.6%
Pimco Etf Tr
New / Exited
12 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $110MQ4 ’24Q1 ’25: $116MQ1 ’25Q2 ’25: $128MQ2 ’25Q3 ’25: $138MQ3 ’25Q4 ’25: $144MQ4 ’25Q1 ’26: $163MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 97.7%Common Stock: 2.3%
  • ETP · 97.7% · $159M
  • Common Stock · 2.3% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CGDVUSDCAPITAL GROUP DIVIDEND VALUENEW+160.6K160.6K+$7M$7M
PIMCO EQUITY SERNEW+203.5K203.5K+$5M$5M
SCHWAB STRATEGIC TRNEW+49.4K49.4K+$2M$2M
VANGUARD MALVERN FDSNEW+23.8K23.8K+$2M$2M
FIDELITY COVINGTON TRUSTNEW+55.9K55.9K+$2M$2M
JANUS DETROIT STR TRNEW+32.9K32.9K+$2M$2M
VDEVANGUARD WORLD FDNEW+5.0K5.0K+$872,272$872,272
TFNST ROWE PRICE ETF INCNEW+34.4K34.4K+$864,330$864,330

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

27 positions
#IssuerClass% PortfolioValueShares
1FIDELITY COVINGTON TRUSTFUNDAMENTAL LARG · ENHANCED SMALL · ENHANCED INTL · BLUE CHIP GRWTH · HIGH DIVID ETF · MSCI INFO TECH I · FUNDAMENTAL SMAL · EMERG MKTS MLTFT31.55%$51M1.12M
2SCHWAB STRATEGIC TRUS LCAP GR ETF · HIGH YIELD BD ET · FUNDAMENTAL INTL · FUNDAMENTAL US L15.63%$25M877.5K
3PIMCO ETF TRMULTISECTOR BD · MUNI INCOME OPP · COMMODITY STRAT12.32%$20M749.1K
4VANGUARD MALVERN FDSMULTI SECTOR · CORE-PLUS BD ETF7.14%$12M215.4K
5TFNST ROWE PRICE ETF INCUS EQUITY RESEAR · ULTRA SHRT TRM · SMALL MID CAP · FINANCIALS ETF · CAP APPRECIATION · FLOATING RATE5.94%$10M242.6K
6CGDVUSDCAPITAL GROUP DIVIDEND VALUEhistory →SHS CREATION UNI4.20%$7M160.6K
7PIMCO EQUITY SERRAFI DYN EMERG3.13%$5M203.5K
8VANGUARD INDEX FDSLARGE CAP ETF · SML CP GRW ETF · SMALL CP ETF2.75%$4M15.1K
9IAU*ISHARES GOLD TRhistory →ISHARES NEW2.53%$4M46.6K
10INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY2.31%$4M36.3K
11FIDELITY MERRIMACK STR TRTOTAL BD ETF2.29%$4M81.5K
12VDEVANGUARD WORLD FDHEALTH CAR ETF · ENERGY ETF · MEGA GRWTH IND1.95%$3M13.1K
13CGBLCAPITAL GROUP CORE BALANCEDhistory →SHS1.85%$3M87.2K
14JANUS DETROIT STR TRHENDRSON AAA CL1.02%$2M32.9K
15ISHARES TRHIGH YLD SYSTM B · RUS 1000 GRW ETF0.72%$1M17.8K
16SPDR SERIES TRUSTSTATE STREET SPD0.54%$879,3119.0K
17MSFTMICROSOFT CORPCOM0.44%$722,9562.0K
18VANGUARD SPECIALIZED FUNDSDIV APP ETF0.37%$608,8692.8K
19AAPLAPPLE INCCOM0.33%$540,9082.1K
20VANGUARD WHITEHALL FDSHIGH DIV YLD0.29%$465,1763.1K
21GQ9SPDR GOLD TRGOLD SHS0.28%$448,7921.0K
22LITMAN GREGORY FDS TRIMGP DBI MANAGED0.25%$404,16113.4K
23WECWEC ENERGY GROUP INCCOM0.22%$350,7913.0K
24WMTWALMART INCCOM0.21%$347,4932.8K
25AMZNAMAZON COM INCCOM0.20%$332,1911.6K
26FRANKLIN TEMPLETON ETF TRSYSTMTC STYL PRE0.20%$325,82912.0K
27DTEDTE ENERGY COCOM0.18%$297,9282.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$163M58May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$144M49Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$138M53Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$128M55Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$116M55May 5, 202513F-HRchanges · EDGAR ↗
Q4 2024$110M61Feb 3, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.