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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 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBIT ISHARES BITCOIN TRUST ETF Financial Services 21,159.0 $767K 0.31% -435.0 -2.0% $36.23 +24.8%
22 IEMG ISHARES INC 9,552.0 $760K 0.30% -445.0 -4.5% $79.56 +5.1%
23 MET METLIFE INC Financial Services 7,242.0 $703K 0.28% -44.0 -0.6% $97.03 +0.6%
24 CMI CUMMINS INC Industrials 1,071.0 $680K 0.27% -76.0 -6.6% $634.86 -11.7%
25 SPEM SPDR INDEX SHS FDS 12,626.0 $660K 0.27% -2K -15.4% $52.28 +2.2%
26 FRDM EA SERIES TRUST 9,917.0 $656K 0.26% -3K -23.6% $66.17 +7.5%
27 HD HOME DEPOT INC Consumer Cyclical 1,606.0 $563K 0.23% -66.0 -4.0% $350.67 -8.4%
28 GE GE AEROSPACE Industrials 1,475.0 $541K 0.22% -79.0 -5.1% $366.59 -8.0%
29 LNC LINCOLN NATL CORP IND Financial Services 11,214.0 $512K 0.21% -1K -11.1% $45.68 -0.5%
30 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,526.0 $512K 0.21% -85.0 -5.3% $335.41 -2.4%
31 GD GENERAL DYNAMICS CORP Industrials 1,221.0 $483K 0.19% -27.0 -2.2% $395.97 -9.2%
32 PM PHILIP MORRIS INTL INC Consumer Defensive 2,427.0 $452K 0.18% -43.0 -1.7% $186.04 -1.9%
33 WMB WILLIAMS COS INC Energy 6,283.0 $451K 0.18% -245.0 -3.8% $71.85 +3.2%
34 GSY INVESCO ACTIVELY MANAGED EXC 8,981.0 $451K 0.18% -1K -13.8% $50.18 -0.1%
35 BK BANK OF NY MELLON CORP Financial Services 2,821.0 $450K 0.18% -235.0 -7.7% $159.43 -11.0%
36 DE DEERE & CO Industrials 724.0 $441K 0.18% -174.0 -19.4% $609.60 +13.8%
37 IVV ISHARES TR 567.0 $440K 0.18% -4.0 -0.7% $776.74 -0.4%
38 UNH UNITEDHEALTH GROUP INC Healthcare 1,023.0 $418K 0.17% -288.0 -22.0% $408.74 -2.8%
39 CB CHUBB LIMITED Financial Services 1,198.0 $417K 0.17% -63.0 -5.0% $348.30 -1.9%
40 AIA ISHARES TR 3,025.0 $407K 0.16% -64.0 -2.1% $134.57 +6.8%
Page 2 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%