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Portfolio (Quarterly) Guide ↗

Black Diamond Financial, LLC

· CIK 0001759236
13F Portfolio $1.1B AUM 198 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 198 New
Page 2 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBR VANGUARD INDEX FDS 78,049.0 $19.0M 1.67% NEW $242.99 +2.5%
22 IEMG ISHARES INC 184,395.0 $15.3M 1.35% NEW $82.84 -1.5%
23 VO VANGUARD INDEX FDS 186,080.0 $15.0M 1.32% NEW $80.57 +3.0%
24 VV VANGUARD INDEX FDS 39,003.0 $13.4M 1.18% NEW $343.91 +2.5%
25 VEA VANGUARD TAX-MANAGED FDS 185,940.0 $13.2M 1.17% NEW $71.25 +3.0%
26 VB VANGUARD INDEX FDS 43,280.0 $13.1M 1.16% NEW $303.11 +0.5%
27 ISCG ISHARES TR 192,806.0 $12.6M 1.11% NEW $65.54 -0.7%
28 SCHM SCHWAB STRATEGIC TR 323,221.0 $11.9M 1.05% NEW $36.87 -1.9%
29 AAPL APPLE INC Technology 37,747.0 $10.9M 0.96% NEW $289.36 +6.9%
30 VBK VANGUARD INDEX FDS 28,893.0 $10.6M 0.93% NEW $365.70 -1.9%
31 SCHA SCHWAB STRATEGIC TR 232,632.0 $8.4M 0.74% NEW $36.13 -3.6%
32 VOO VANGUARD INDEX FDS 11,568.0 $7.9M 0.70% NEW $686.83 +2.5%
33 RSP INVESCO EXCHANGE TRADED FD T 35,915.0 $7.6M 0.67% NEW $212.77 +4.2%
34 IVV ISHARES TR 9,428.0 $7.1M 0.62% NEW $748.90 +2.7%
35 VEU VANGUARD INTL EQUITY INDEX F 78,583.0 $6.6M 0.58% NEW $83.75 +2.3%
36 SPY STATE STR SPDR S&P 500 ETF T Financial Services 8,548.0 $6.4M 0.56% NEW $746.78 +2.5%
37 VOE VANGUARD INDEX FDS 31,413.0 $6.2M 0.55% NEW $197.60 +5.6%
38 QQQ INVESCO QQQ TR Financial Services 8,161.0 $6.0M 0.53% NEW $736.43 -3.1%
39 VCSH VANGUARD SCOTTSDALE FDS 66,007.0 $5.2M 0.46% NEW $79.03 -0.6%
40 VNQ VANGUARD INDEX FDS 53,345.0 $5.1M 0.45% NEW $96.43 +2.1%
Page 2 of 10  ·  198 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 27.3%
Financial Services 25.6%
Technology 20.7%
Healthcare 8.0%
Industrials 6.4%
Communication Services 3.8%
Utilities 3.0%
Consumer Defensive 2.6%
Energy 1.4%
Real Estate 0.7%