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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 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPDR SERIES TRUST 59,643.0 $1.5M 0.58% NEW $24.41
2 ACYN FIRST TR EXCHANGE-TRADED FD 46,118.0 $954K 0.38% NEW $20.69 -0.0%
3 IBIG ISHARES TR 16,572.0 $425K 0.17% NEW $25.64 -0.1%
4 EPU ISHARES TR 4,116.0 $373K 0.15% NEW $90.70 +1.6%
5 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 459.0 $368K 0.15% NEW $800.99 +6.0%
6 COPX GLOBAL X FDS 4,025.0 $360K 0.14% NEW $89.51 +1.3%
7 SBIO ALPS ETF TR 5,082.0 $341K 0.14% NEW $67.12 +0.8%
8 CRWD CROWDSTRIKE HLDGS INC Technology 1,509.0 $340K 0.14% NEW $56.29 +278.6%
9 PSI INVESCO EXCHANGE TRADED FD T 2,348.0 $335K 0.14% NEW $142.56 -4.6%
10 PANW PALO ALTO NETWORKS INC Technology 794.0 $306K 0.12% NEW $385.04 -13.4%
11 TMO THERMO FISHER SCIENTIFIC INC Healthcare 497.0 $298K 0.12% NEW $599.69 +2.3%
12 ROP ROPER TECHNOLOGIES INC Industrials 736.0 $297K 0.12% NEW $403.89 +0.8%
13 TDY TELEDYNE TECHNOLOGIES INC Technology 415.0 $286K 0.12% NEW $690.25 -11.5%
14 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 8,365.0 $280K 0.11% NEW $33.46 +0.6%
15 WDAY WORKDAY INC Technology 1,498.0 $276K 0.11% NEW $184.19 +6.3%
16 IWM ISHARES TR 916.0 $275K 0.11% NEW $299.98 -1.3%
17 WDC WESTERN DIGITAL CORP Technology 620.0 $272K 0.11% NEW $438.34 +6.6%
18 BA BOEING CO Industrials 1,152.0 $268K 0.11% NEW $232.85 -8.8%
19 SCHD SCHWAB STRATEGIC TR 7,774.0 $266K 0.11% NEW $34.19 +1.8%
20 ACN ACCENTURE PLC IRELAND Technology 1,455.0 $259K 0.10% NEW $178.25 +4.8%
Page 1 of 2  ·  39 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%