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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 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USFR WISDOMTREE TR 201,126.0 $10.1M 4.08% -97K -32.5% $50.43 -0.1%
2 SPYM SPDR SERIES TRUST 107,665.0 $9.8M 3.94% -16K -13.3% $91.00 -0.4%
3 XLK SELECT SECTOR SPDR TR 16,215.0 $3.0M 1.21% -3K -16.3% $186.32 +0.5%
4 VWO VANGUARD INTL EQUITY INDEX F 48,793.0 $2.9M 1.18% -19K -28.4% $60.33 +1.8%
5 BOXX EA SERIES TRUST 24,193.0 $2.8M 1.15% -883.0 -3.5% $117.77 +0.3%
6 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,895.0 $2.8M 1.11% -60.0 -2.0% $952.73 -3.9%
7 EFV ISHARES TR 33,778.0 $2.8M 1.11% -9K -20.3% $81.65 +1.6%
8 QUAL ISHARES TR 11,649.0 $2.6M 1.06% -167.0 -1.4% $225.73 -1.4%
9 CGIE CAPITAL GROUP INTERNATIONAL 61,820.0 $2.4M 0.95% -5K -7.8% $38.11 -0.7%
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,799.0 $2.2M 0.87% -56.0 -2.0% $773.13 -0.4%
11 GLDM WORLD GOLD TR Financial Services 22,588.0 $2.0M 0.79% -2K -8.2% $86.81 +1.1%
12 SPMO INVESCO EXCH TRADED FD TR II 11,820.0 $1.8M 0.71% -398.0 -3.3% $148.70 +0.7%
13 LLY ELI LILLY & CO Healthcare 1,209.0 $1.5M 0.60% -45.0 -3.6% $1231.95 -6.8%
14 RUNN STRATEGIC TRUST 37,446.0 $1.3M 0.53% -20K -35.3% $35.46 -2.5%
15 ROE EA SERIES TRUST 26,530.0 $1.2M 0.47% -21K -43.8% $43.87 -0.8%
16 AVEM AMERICAN CENTY ETF TR 11,725.0 $1.1M 0.43% -5K -30.4% $91.87 +5.4%
17 IEFA ISHARES TR 9,812.0 $986K 0.40% -181.0 -1.8% $100.53 +0.5%
18 JEPQ J P MORGAN EXCHANGE TRADED F 16,260.0 $970K 0.39% -7K -31.5% $59.68 +0.3%
19 CSCO CISCO SYS INC Technology 7,778.0 $953K 0.38% -378.0 -4.6% $122.57 -10.9%
20 PG PROCTER & GAMBLE CO Consumer Defensive 5,608.0 $821K 0.33% -107.0 -1.9% $146.44 -0.0%
Page 1 of 4  ·  67 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%