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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 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TER TERADYNE INC Technology 670.0 $245K 0.10% NEW $365.10 -2.2%
22 SBUX STARBUCKS CORP Consumer Cyclical 2,298.0 $240K 0.10% NEW $104.65 -0.2%
23 FTAI AVIATION LTD 1,114.0 $240K 0.10% NEW $215.00
24 SNDK SANDISK CORP Technology 190.0 $235K 0.10% NEW $1237.92 +40.6%
25 SCHG SCHWAB STRATEGIC TR 6,537.0 $234K 0.09% NEW $35.83 -0.8%
26 NOW SERVICENOW INC Technology 1,794.0 $229K 0.09% NEW $127.44 +10.8%
27 EWL ISHARES INC 3,448.0 $222K 0.09% NEW $64.36 -1.9%
28 BLK BLACKROCK INC Financial Services 190.0 $215K 0.09% NEW $1131.40 -0.8%
29 CDNS CADENCE DESIGN SYSTEM INC Technology 639.0 $212K 0.09% NEW $331.91 -11.8%
30 HXL HEXCEL CORP NEW Industrials 2,100.0 $212K 0.09% NEW $100.83 -8.8%
31 VXF VANGUARD INDEX FDS 853.0 $210K 0.08% NEW $246.47 -1.5%
32 EWT ISHARES INC 2,055.0 $210K 0.08% NEW $102.18 +9.8%
33 AXP AMERICAN EXPRESS CO Financial Services 616.0 $209K 0.08% NEW $338.86 -3.7%
34 IVW ISHARES TR 1,466.0 $208K 0.08% NEW $141.75 -0.8%
35 PSX PHILLIPS 66 Energy 943.0 $203K 0.08% NEW $215.52 +18.4%
36 SCHF SCHWAB STRATEGIC TR 7,211.0 $202K 0.08% NEW $28.08 +1.8%
37 EWP ISHARES INC 3,242.0 $202K 0.08% NEW $62.41 +0.5%
38 UBER UBER TECHNOLOGIES INC Technology 2,565.0 $200K 0.08% NEW $78.03 -2.9%
39 OMEX ODYSSEY MARINE EXPL INC Industrials 100,000.0 $88K 0.04% NEW $0.88 -6.9%
Page 2 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%