SEC 13F Intelligence

Managers / Q4 2024 · view latest →

DAHRING | CUSMANO LLC

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

Reported Value
$110M
Q4 2024
Positions
61
Filings on Record
6
2019–present window
Filed
Feb 3, 2025
original filing

Summary

Dahring | Cusmano LLC reported $110M in U.S.-listed holdings across 61 positions for Q4 2024.

The portfolio is heavily concentrated: FFLC alone accounts for 24.8% of reported value.

Portfolio Metrics

Top-10 Concentration
+87.2%
share of reported value
Largest Position
+24.8%
Fidelity Covington

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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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: 92.2%Common Stock: 7.8%
  • ETP · 92.2% · $102M
  • Common Stock · 7.8% · $9M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
SCHGSCHWAB STRATEGIC TRNEW+459.9K459.9K+$13M$13M
FBNDFIDELITY MERRIMACK STR TRNEW+268.4K268.4K+$12M$12M
PYLDPIMCO ETF TRNEW+442.1K442.1K+$11M$11M
FFLCFIDELITY COVINGTON TRUSTNEW+230.5K230.5K+$11M$11M
HYDBISHARES TRNEW+166.4K166.4K+$8M$8M
XMHQINVESCO EXCHANGE TRADED FD TNEW+75.0K75.0K+$7M$7M
FESMFIDELITY COVINGTON TRUSTNEW+214.2K214.2K+$7M$7M
FENIFIDELITY COVINGTON TRUSTNEW+160.7K160.7K+$4M$4M

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

Holdings — Q4 2024

42 positions
#IssuerClass% PortfolioValueShares
1FFLCFIDELITY COVINGTON TRUSTFUNDAMENTAL LARG · ENHANCED SMALL · ENHANCED INTL · BLUE CHIP GRWTH · MSCI INFO TECH I · EMERG MKTS MLTFT24.80%$27M691.1K
2SCHGSCHWAB STRATEGIC TRUS LCAP GR ETF · FUNDAMENTAL US L · INTL EQTY ETF12.25%$14M491.6K
3FBNDFIDELITY MERRIMACK STR TRhistory →TOTAL BD ETF10.92%$12M268.4K
4PYLDPIMCO ETF TRMULTISECTOR BD · MUNI INCOME OPP10.66%$12M448.6K
5HYDBISHARES TRHIGH YLD SYSTM B · RUS 1000 GRW ETF · MRGSTR MD CP GRW · IBOXX HI YD ETF7.86%$9M173.5K
6XMHQINVESCO EXCHANGE TRADED FD Thistory →S&P MDCP QUALITY6.69%$7M75.0K
7TCAFT ROWE PRICE ETF INCCAP APPRECIATION · US EQUITY RESEAR · ULTRA SHRT TRM · SMALL MID CAP · FLOATING RATE5.62%$6M166.9K
8VVVANGUARD INDEX FDSLARGE CAP ETF · SMALL CP ETF · SML CP GRW ETF · EXTEND MKT ETF4.28%$5M18.0K
9IAUISHARES GOLD TRhistory →ISHARES NEW2.45%$3M54.5K
10BINCBLACKROCK ETF TRUST IIhistory →ISHARES FLEXIBLE1.68%$2M35.6K
11VHTVANGUARD WORLD FDHEALTH CAR ETF · MEGA GRWTH IND1.47%$2M6.0K
12MSFTMICROSOFT CORPCOM0.89%$975,7832.3K
13AMGNAMGEN INCCOM0.78%$860,8943.3K
14SPYGSPDR SER TRPRTFLO S&P500 GW0.78%$859,0119.8K
15VTEBVANGUARD MUN BD FDSTAX EXEMPT BD0.67%$741,10014.8K
16JNJJOHNSON & JOHNSONCOM0.59%$654,1244.5K
17AAPLAPPLE INCCOM0.55%$602,5462.4K
18VIGVANGUARD SPECIALIZED FUNDSDIV APP ETF0.54%$600,2373.1K
19CGBLCAPITAL GROUP CORE BALANCEDSHS0.44%$488,15615.6K
20JPMJPMORGAN CHASE & CO.COM0.41%$448,7311.9K
21VYMVANGUARD WHITEHALL FDSHIGH DIV YLD0.39%$426,2723.3K
22PIIPOLARIS INCCOM0.38%$416,8817.2K
23ELVELEVANCE HEALTH INCCOM0.34%$377,3851.0K
24IBMINTERNATIONAL BUSINESS MACHSCOM0.34%$374,3701.7K
25PGPROCTER AND GAMBLE COCOM0.31%$337,4792.0K
26AZOAUTOZONE INCCOM0.29%$323,402101
27QQQINVESCO QQQ TRUNIT SER 10.29%$317,711621
28ACNACCENTURE PLC IRELANDSHS CLASS A0.26%$282,919804
29WECWEC ENERGY GROUP INCCOM0.25%$273,4682.9K
30AMZNAMAZON COM INCCOM0.25%$270,9471.2K
31WMTWALMART INCCOM0.24%$270,0563.0K
32LLYELI LILLY & COCOM0.24%$269,854350
33CATCATERPILLAR INCCOM0.24%$265,903733
34TSCOTRACTOR SUPPLY COCOM0.24%$265,3005.0K
35GLDSPDR GOLD TRGOLD SHS0.24%$263,6801.1K
36NVDANVIDIA CORPORATIONCOM0.23%$250,5221.9K
37MCDMCDONALDS CORPCOM0.22%$239,651827
38HDHOME DEPOT INCCOM0.22%$239,229615
39DTEDTE ENERGY COCOM0.21%$236,3272.0K
40PEPPEPSICO INCCOM0.21%$229,0941.5K
41DFATDIMENSIONAL ETF TRUSTUS TARGETED VLU0.19%$214,2133.8K
42FFORD MTR COCOM0.10%$105,18210.6K

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 ↗.