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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 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN AMGEN INC Healthcare 961.0 $401K 0.16% -31.0 -3.1% $417.20 +4.8%
42 APH AMPHENOL CORP Technology 2,330.0 $391K 0.16% -26.0 -1.1% $167.70 -50.6%
43 AGM FEDERAL AGRIC MTG CORP Financial Services 1,648.0 $385K 0.15% -37.0 -2.2% $233.62 -2.5%
44 IYW ISHARES TR 1,445.0 $365K 0.15% -43.0 -2.9% $252.38 +0.4%
45 LH LABCORP HOLDINGS INC Healthcare 1,113.0 $358K 0.14% -24.0 -2.1% $321.35 +1.7%
46 EMR EMERSON ELEC CO Industrials 2,142.0 $340K 0.14% -54.0 -2.5% $158.71 -3.7%
47 HWM HOWMET AEROSPACE INC Industrials 1,139.0 $323K 0.13% -29.0 -2.5% $283.71 -8.6%
48 UNP UNION PAC CORP Industrials 1,105.0 $323K 0.13% -211.0 -16.0% $292.24 -0.9%
49 GILD GILEAD SCIENCES INC Healthcare 2,335.0 $311K 0.12% -32.0 -1.4% $133.06 +13.5%
50 CALF PACER FDS TR 5,353.0 $303K 0.12% -422.0 -7.3% $56.60 +1.5%
51 UCON FIRST TR EXCHNG TRADED FD VI 12,221.0 $301K 0.12% -27K -68.7% $24.62 -0.3%
52 MPC MARATHON PETE CORP Energy 915.0 $293K 0.12% -292.0 -24.2% $320.47 +21.4%
53 EIS ISHARES INC 2,410.0 $293K 0.12% -40.0 -1.6% $121.62 +3.6%
54 DFUS DIMENSIONAL ETF TRUST 3,334.0 $282K 0.11% -41.0 -1.2% $84.53 -0.5%
55 DIS DISNEY WALT CO Communication Services 2,694.0 $278K 0.11% -354.0 -11.6% $103.20 +2.0%
56 FEZ SPDR INDEX SHS FDS 3,876.0 $278K 0.11% -431.0 -10.0% $71.70 -1.5%
57 EXPD EXPEDITORS INTL WASH INC Industrials 1,461.0 $262K 0.10% -25.0 -1.7% $179.00 +5.5%
58 VTI VANGUARD INDEX FDS 685.0 $261K 0.10% -20.0 -2.8% $381.69 -0.5%
59 J P MORGAN EXCHANGE TRADED F 5,177.0 $261K 0.10% -392.0 -7.0% $50.44
60 SCHB SCHWAB STRATEGIC TR 8,376.0 $250K 0.10% -2K -22.5% $29.87 -0.5%
Page 3 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%