DCL
Dahring | Cusmano LLC Portfolio
Invests via Dahring | Cusmano LLC | Managed by Angela Suzanne Cusmano, Kirk Wayne Dahring
Invests via Dahring | Cusmano LLC
Managed by Angela Suzanne Cusmano, Kirk Wayne Dahring
Automatically Tracked
Company Profile
Regional wealth advisory and investment holding firm Dahring | Cusmano LLC provides tailored financial planning, discretionary portfolio management and private-equity co-investments for high-net-worth individuals and family offices. The firm focuses on concentrated US and select European equities, late-stage venture and real assets, positioning itself as a boutique manager offering personalized capital solutions and transaction execution support.
Regional wealth advisory and investment holding firm Dahring | Cusmano LLC provides tailored financial planning, discretionary portfolio management and private-equity co-investments for high-net-worth individuals and family offices. The firm focuses on concentrated US and select European equities, late-stage venture and real assets, positioning itself as a boutique manager offering personalized capital solutions and transaction execution support.
Investment Philosophy & Strategy
Operates a concentrated, high-conviction boutique approach blending discretionary wealth management with opportunistic private-equity co-investments. Capital is allocated to concentrated US and select European equities, late-stage venture and real assets with a preference for durable cash flows and asymmetric upside. Emphasizes bottom-up fundamental underwriting, active portfolio construction, tax-aware structuring and bespoke liquidity solutions for HNW and family office clients, targeting multi-year hold horizons and rigorous downside management.
Operates a concentrated, high-conviction boutique approach blending discretionary wealth management with opportunistic private-equity co-investments. Capital is allocated to concentrated US and select European equities, late-stage venture and real assets with a preference for durable cash flows and asymmetric upside. Emphasizes bottom-up fundamental underwriting, active portfolio construction, tax-aware structuring and bespoke liquidity solutions for HNW and family office clients, targeting multi-year hold horizons and rigorous downside management.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.58%
Gain
Monthly
0.08%
Yearly
1.02%
Drawdown
19.26%
$178.15M
Equity
Holdings
$178.15M
Investment
$152.95M
$26.94M
Profit -$835,032.34
Realized
$1.74M
Unrealized
$25.2M
Dividends
$4.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$835,032.34
Win %
88%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$1.18M
Win %
88%
This Month
Compared to last month
Gain
-0.61%
Profit
-$1.09M
Win %
88%
This Year
Compared to last year
Gain
9.53%
Profit
$15.5M
Win %
87%
XOM Exxon Mobil Corporation
+1.91%
+$4,559.2 
VDE Vanguard Energy ETF
+1.36%
+$10,989.38 
F Ford Motor Company
+1.34%
+$2,468.48 
LLY Eli Lilly and Company
+1.26%
+$4,696.85 
WMT Walmart Inc.
+0.92%
+$2,949.78 
DTE DTE Energy Company
+0.91%
+$2,771.68 
WEC WEC Energy Group Inc.
+0.69%
+$2,393.7 
GLD SPDR Gold Shares
+0.55%
+$2,106.87 
IAU iShares Gold Trust
+0.52%
+$18,191.94 
VHT Vanguard Health Care ETF
+0.51%
+$10,665.18 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
+0.42%
+$1,729.89 
VYM Vanguard High Dividend Yield ETF
+0.4%
+$1,994.54 
FLSP Franklin Systematic Style Premia ETF
+0.27%
+$898.42 
TFNS T. Rowe Price Financials ETF
+0.21%
+$2,121.26 
FBND Fidelity Total Bond ETF
+0.21%
+$7,742.22 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.2%
+$1,581.84 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$808.88 
VPLS Vanguard Core-Plus Bond ETF
+0.12%
+$2,257.68 
PYLD PIMCO Multisector Bond Active ETF
+0.06%
+$10,781.28 
TFLR T. Rowe Price Floating Rate ETF
+0.05%
+$316.12 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$283.1 
SCYB Schwab High Yield Bond ETF
+0.04%
+$3,463.78 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.03%
+$772.07 
VGMS Vanguard Multi-Sector Fund
+0.03%
+$2,874.66 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$164.29 
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
-2.92%
-$160,524.11 
MSFT Microsoft Corp.
-2.01%
-$15,780.26 
PLTR Palantir Technologies Inc.
-1.9%
-$3,921.9 
NVDA NVIDIA Corporation
-1.74%
-$5,310.3 
MGK Vanguard Mega Cap Growth ETF
-1.55%
-$7,500.75 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$3,830.97 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.21%
-$193,820.76 
IWF iShares Russell 1000 Growth ETF
-1.17%
-$5,117.68 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.16%
-$12,303.97 
FTEC Fidelity MSCI Information Technology Index ETF
-1.1%
-$48,458.63 
FBCG Fidelity Blue Chip Growth Fund
-1.05%
-$87,489.28 
FENI Fidelity Enhanced International ETF
-0.92%
-$82,815.99 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.83%
-$7,023.51 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-0.77%
-$4,163.94 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.76%
-$29,095.92 
SCHF Schwab International Equity ETF
-0.66%
-$1,677.96 
FFLC Fidelity Large Cap Core Fund
-0.58%
-$102,321.48 
AMZN Amazon.com Inc
-0.55%
-$2,201.1 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.54%
-$19,474.95 
CGDV Capital Group Dividend Value ETF
-0.48%
-$37,745.7 
AAPL Apple Inc.
-0.44%
-$3,153.9 
VBK Vanguard Small-Cap Growth ETF
-0.36%
-$3,546.37 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.36%
-$1,474.55 
FNDF Schwab Fundamental International Large Company Index ETF
-0.35%
-$9,135.49 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.34%
-$6,213.54 
CGBL Capital Group Core Balanced ETF
-0.31%
-$10,031.22 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.29%
-$743.87 
FESM Fidelity Enhanced Small Cap ETF
-0.21%
-$30,671 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-0.16%
-$3,354.48 
VB Vanguard Small-Cap ETF
-0.15%
-$774.84 
FDVV Fidelity High Dividend ETF
-0.07%
-$2,959.16 
XMHQ Invesco S&P MidCap Quality ETF
-0.02%
-$726.82 
HYDB iShares High Yield Systematic Bond ETF
-0.01%
-$84.46 Events
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Dividends
Dividend Analysis
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| Trades 314 | Longs Won 251/314 79% | Profit Factor 36.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $323,337.89 |
| Average Win $110,402.36 | Best Trade (Jul 10) $3.31M | Sharpe Ratio -15.15 |
| Average Loss -$12,169.96 | Worst Trade (Jul 14) -$188,161.32 | Z-Score 18.32 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $85,809.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
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Returns
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