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Portfolio (Quarterly) Guide ↗

BlackDiamond Wealth Management, LLC

· CIK 0001903059
13F Portfolio $208M AUM 203 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 102 Added 56 Reduced 17 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XHLF BONDBLOXX ETF TRUST 10,868.0 $547K 0.26% -1K -10.7% $50.33 -0.0%
22 WFC WELLS FARGO & CO Financial Services 6,647.0 $529K 0.25% -40.0 -0.6% $79.61 -4.4%
23 IOO ISHARES TR 4,297.0 $520K 0.25% -710.0 -14.2% $120.97 +17.9%
24 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,611.0 $455K 0.22% -245.0 -13.2% $282.37 +20.7%
25 LNC LINCOLN NATL CORP IND Financial Services 12,608.0 $448K 0.21% -222.0 -1.7% $35.50 -1.5%
26 MRK MERCK & CO INC Healthcare 3,552.0 $427K 0.20% -173.0 -4.6% $120.28 -0.5%
27 BAC BANK AMERICA CORP Financial Services 8,497.0 $414K 0.20% -663.0 -7.2% $48.75 +4.3%
28 JAAA JANUS DETROIT STR TR 8,017.0 $404K 0.19% -2K -19.5% $50.37 +0.7%
29 IVV ISHARES TR 571.0 $373K 0.18% -4.0 -0.7% $653.21 +16.0%
30 BK BANK NEW YORK MELLON CORP Financial Services 3,056.0 $363K 0.17% -28.0 -0.9% $118.63 +17.9%
31 AGGA EA SERIES TRUST 13,387.0 $336K 0.16% -43K -76.4% $25.13 +0.2%
32 NYT NEW YORK TIMES CO MTN BE Communication Services 3,944.0 $330K 0.16% -42.0 -1.1% $83.73 -10.7%
33 AON AON PLC Financial Services 1,005.0 $324K 0.16% -13.0 -1.3% $322.78 -1.4%
34 CRM SALESFORCE INC Technology 1,704.0 $318K 0.15% -271.0 -13.7% $186.67 -3.9%
35 MS MORGAN STANLEY Financial Services 1,828.0 $301K 0.14% -15.0 -0.8% $164.57 +24.0%
36 MPC MARATHON PETE CORP Energy 1,207.0 $295K 0.14% -30.0 -2.4% $244.26 +3.2%
37 BKNG BOOKING HOLDINGS INC Consumer Cyclical 68.0 $286K 0.14% -26.0 -27.7% $4210.32 -96.0%
38 SPYG SPDR SERIES TRUST 2,860.0 $280K 0.14% -123.0 -4.1% $97.91 +23.3%
39 QCOM QUALCOMM INC Technology 2,171.0 $280K 0.13% -253.0 -10.4% $128.78 +93.1%
40 GLW CORNING INC Technology 2,022.0 $275K 0.13% -302.0 -13.0% $136.00 +36.3%
Page 2 of 3  ·  56 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 33.4%
Financial Services 18.9%
Communication Services 12.3%
Consumer Cyclical 9.3%
Healthcare 8.4%
Consumer Defensive 7.0%
Industrials 6.0%
Energy 3.0%
Utilities 0.7%
Basic Materials 0.6%