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Portfolio (Quarterly) Guide ↗

BlackDiamond Wealth Management, LLC

· CIK 0001903059
13F Portfolio $249M AUM 226 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 107 Added 67 Reduced 16 Exited
Page 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JAAA JANUS DETROIT STR TR 11,958.0 $605K 0.24% +4K +49.2% $50.57 +0.0%
62 TXN TEXAS INSTRS INC Technology 2,135.0 $599K 0.24% +369.0 +20.9% $280.44 -7.8%
63 ABT ABBOTT LABORATORIES Healthcare 5,431.0 $590K 0.24% +1K +35.3% $108.62 -0.3%
64 MRVL MARVELL TECHNOLOGY INC Technology 2,791.0 $582K 0.23% +510.0 +22.4% $208.56 +7.2%
65 ORCL ORACLE CORP Technology 3,842.0 $580K 0.23% +690.0 +21.9% $151.05 +5.2%
66 BAC BANK OF AMER CORP Financial Services 8,895.0 $568K 0.23% +398.0 +4.7% $63.86 -1.9%
67 KLAC KLA CORP Technology 2,824.0 $544K 0.22% +3K +1264.2% $192.74 -3.7%
68 GEV GE VERNOVA INC Utilities 533.0 $528K 0.21% +40.0 +8.1% $990.85 -4.9%
69 ACWI ISHARES TR 3,181.0 $512K 0.21% +965.0 +43.5% $161.10 +0.5%
70 URTH ISHARES INC 2,434.0 $511K 0.20% +516.0 +26.9% $210.11 -0.1%
71 ANET ARISTA NETWORKS INC Technology 2,653.0 $508K 0.20% +645.0 +32.1% $191.52 +1.2%
72 ADI ANALOG DEVICES INC Technology 1,312.0 $504K 0.20% +446.0 +51.5% $383.93 -5.6%
73 MRK MERCK & CO INC Healthcare 3,785.0 $496K 0.20% +233.0 +6.6% $130.93 +14.8%
74 SCHW SCHWAB CHARLES CORP Financial Services 4,551.0 $491K 0.20% +1K +33.0% $107.99 +1.2%
75 CVX CHEVRON CORPORATION Energy 2,437.0 $475K 0.19% +195.0 +8.7% $194.91 +7.0%
76 A2Z CUST2MATE SOLUTIONS CORP 71,391.0 $462K 0.19% +17K +31.7% $6.47
77 RTX RTX CORPORATION Industrials 2,052.0 $460K 0.18% +96.0 +4.9% $224.12 -10.4%
78 IXUS ISHARES TR 4,472.0 $433K 0.17% +1K +44.1% $96.93 +1.8%
79 CRM SALESFORCE INC Technology 2,165.0 $428K 0.17% +461.0 +27.1% $197.51 +31.2%
80 VGT VANGUARD WORLD FD 3,496.0 $420K 0.17% +3K +691.0% $120.25 +0.8%
Page 4 of 6  ·  107 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
Technology 41.8%
Financial Services 17.4%
Communication Services 9.2%
Consumer Cyclical 8.6%
Healthcare 7.9%
Industrials 5.8%
Consumer Defensive 5.3%
Energy 2.5%
Utilities 0.7%
Basic Materials 0.5%