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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 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPYG SPDR SERIES TRUST 3,417.0 $419K 0.17% +557.0 +19.5% $122.73 -0.8%
82 MS MORGAN STANLEY Financial Services 1,943.0 $418K 0.17% +115.0 +6.3% $215.33 +1.1%
83 QCOM QUALCOMM INC Technology 2,551.0 $414K 0.17% +380.0 +17.5% $162.18 +4.0%
84 XLI SELECT SECTOR SPDR TR 2,144.0 $396K 0.16% +641.0 +42.6% $184.63 -5.1%
85 PEP PEPSICO INC Consumer Defensive 2,833.0 $390K 0.16% +222.0 +8.5% $137.75 -0.1%
86 MPWR MONOLITHIC PWR SYS INC Technology 278.0 $384K 0.15% +94.0 +51.1% $1381.10 -11.4%
87 C CITIGROUP INC Financial Services 2,793.0 $378K 0.15% +421.0 +17.8% $135.23 +1.8%
88 GS GOLDMAN SACHS GROUP INC Financial Services 352.0 $364K 0.15% +6.0 +1.7% $1034.08 +0.4%
89 T AT&T INC Communication Services 15,025.0 $361K 0.14% +1K +10.5% $24.05 +6.7%
90 AON AON PLC Financial Services 1,012.0 $361K 0.14% +7.0 +0.7% $356.97 -9.5%
91 WM WASTE MGMT INC DEL Industrials 1,592.0 $361K 0.14% +71.0 +4.7% $226.55 -3.3%
92 NEM NEWMONT CORP Basic Materials 3,062.0 $359K 0.14% +101.0 +3.4% $117.26 +9.2%
93 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,672.0 $356K 0.14% +2K +2358.8% $212.88 -9.2%
94 EWJ ISHARES INC 3,530.0 $339K 0.14% +821.0 +30.3% $96.05 +2.3%
95 SCHZ SCHWAB STRATEGIC TR 14,386.0 $327K 0.13% +1K +11.3% $22.74 -0.3%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 1,372.0 $324K 0.13% +144.0 +11.7% $236.31 -0.6%
97 VZ VERIZON COMMUNICATIONS INC Communication Services 6,631.0 $312K 0.12% +693.0 +11.7% $47.03 +6.6%
98 XLE SELECT SECTOR SPDR TR 5,167.0 $311K 0.12% +2K +54.5% $60.19 +6.4%
99 VT VANGUARD INTL EQUITY INDEX F 1,871.0 $301K 0.12% +191.0 +11.4% $160.97 +0.5%
100 EWU ISHARES TR 5,700.0 $276K 0.11% +268.0 +4.9% $48.49 +0.2%
Page 5 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%