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Portfolio (Quarterly) Guide ↗

BlackDiamond Wealth Management, LLC

· CIK 0001903059
13F Portfolio $205M AUM 200 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 200 New
Page 10 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,762.0 $229K 0.11% NEW $60.77 -7.1%
182 QYLD GLOBAL X FDS 12,612.0 $224K 0.11% NEW $17.78 +1.5%
183 XBI SPDR SERIES TRUST 1,770.0 $223K 0.11% NEW $126.12 +7.6%
184 IGV ISHARES TR 2,598.0 $221K 0.11% NEW $85.06 +12.3%
185 RBIL RBB FD INC 4,423.0 $220K 0.11% NEW $49.78 +0.5%
186 AXP AMERICAN EXPRESS CO Financial Services 589.0 $212K 0.10% NEW $359.66 -13.0%
187 VZ VERIZON COMMUNICATIONS INC Communication Services 4,495.0 $211K 0.10% NEW $47.02 +2.2%
188 ANET ARISTA NETWORKS INC Technology 1,481.0 $210K 0.10% NEW $141.74 +9.8%
189 EMTL SSGA ACTIVE TR 4,869.0 $210K 0.10% NEW $43.09 -0.5%
190 LOW LOWES COS INC Consumer Cyclical 756.0 $209K 0.10% NEW $276.89 -21.3%
191 FSMB FIRST TR EXCH TRADED FD III 10,310.0 $208K 0.10% NEW $20.19 -1.1%
192 MRVL MARVELL TECHNOLOGY INC Technology 2,517.0 $207K 0.10% NEW $82.35 +147.1%
193 SCHG SCHWAB STRATEGIC TR 6,533.0 $205K 0.10% NEW $31.42 +11.0%
194 HXL HEXCEL CORP NEW Industrials 2,361.0 $203K 0.10% NEW $86.06 +6.1%
195 TMO THERMO FISHER SCIENTIFIC INC Healthcare 371.0 $203K 0.10% NEW $546.76 -12.0%
196 BA BOEING CO Industrials 828.0 $203K 0.10% NEW $244.79 -6.6%
197 FTAI AVIATION LTD 735.0 $202K 0.10% NEW $275.38
198 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 10,189.0 $150K 0.07% NEW $14.69 +3.3%
199 PNBK PATRIOT NATL BANCORP INC Financial Services 50,000.0 $72K 0.04% NEW $1.44 -28.1%
200 FTF FRANKLIN LTD DURATION INCOME Financial Services 10,091.0 $63K 0.03% NEW $6.22 -5.4%
Page 10 of 10  ·  200 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 34.1%
Financial Services 20.5%
Communication Services 12.9%
Consumer Cyclical 9.3%
Healthcare 6.9%
Consumer Defensive 6.7%
Industrials 6.1%
Energy 2.4%
Utilities 0.4%
Basic Materials 0.4%