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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NYT NEW YORK TIMES CO MTN BE Communication Services 3,767.0 $244K 0.10% -177.0 -4.5% $64.80 +3.8%
62 XBI SPDR SERIES TRUST 1,490.0 $236K 0.10% -250.0 -14.4% $158.05 +3.6%
63 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,351.0 $224K 0.09% -103.0 -2.3% $51.59 -2.2%
64 GSEW GOLDMAN SACHS ETF TR 2,263.0 $221K 0.09% -380.0 -14.4% $97.86 -0.5%
65 BND VANGUARD BD INDEX FDS 2,948.0 $213K 0.09% -932.0 -24.0% $72.15 -0.3%
66 CAOS EA SERIES TRUST 2,245.0 $203K 0.08% -10K -81.3% $90.46 +0.0%
67 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 478.0 $200K 0.08% -184.0 -27.8% $418.47 +2.5%
Page 4 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%