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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 10 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ISRG INTUITIVE SURGICAL INC Healthcare 699.0 $275K 0.11% +152.0 +27.8% $393.38 -6.8%
182 IWM ISHARES TR 916.0 $275K 0.11% NEW $299.98 -1.3%
183 WDC WESTERN DIGITAL CORP Technology 620.0 $272K 0.11% NEW $438.34 +6.6%
184 BA BOEING CO Industrials 1,152.0 $268K 0.11% NEW $232.85 -8.8%
185 MEAR ISHARES U S ETF TR 5,333.0 $268K 0.11% +293.0 +5.8% $50.18 -0.2%
186 SCHD SCHWAB STRATEGIC TR 7,774.0 $266K 0.11% NEW $34.19 +1.8%
187 EXPD EXPEDITORS INTL WASH INC Industrials 1,461.0 $262K 0.10% -25.0 -1.7% $179.00 +5.5%
188 VTI VANGUARD INDEX FDS 685.0 $261K 0.10% -20.0 -2.8% $381.69 -0.5%
189 J P MORGAN EXCHANGE TRADED F 5,177.0 $261K 0.10% -392.0 -7.0% $50.44
190 ACN ACCENTURE PLC IRELAND Technology 1,455.0 $259K 0.10% NEW $178.25 +4.8%
191 LIN LINDE PLC Basic Materials 515.0 $254K 0.10% +81.0 +18.7% $492.46 -3.0%
192 SCHB SCHWAB STRATEGIC TR 8,376.0 $250K 0.10% -2K -22.5% $29.87 -0.5%
193 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,852.0 $250K 0.10% +68.0 +1.8% $64.84 +3.1%
194 TER TERADYNE INC Technology 670.0 $245K 0.10% NEW $365.10 -2.2%
195 XYL XYLEM INC Industrials 2,018.0 $245K 0.10% +169.0 +9.1% $121.19 -12.8%
196 NYT NEW YORK TIMES CO MTN BE Communication Services 3,767.0 $244K 0.10% -177.0 -4.5% $64.80 +3.8%
197 AVIV AMERICAN CENTY ETF TR 2,924.0 $242K 0.10% $82.64 +1.2%
198 SBUX STARBUCKS CORP Consumer Cyclical 2,298.0 $240K 0.10% NEW $104.65 -0.2%
199 FTAI AVIATION LTD 1,114.0 $240K 0.10% NEW $215.00
200 XBI SPDR SERIES TRUST 1,490.0 $236K 0.10% -250.0 -14.4% $158.05 +3.6%
Page 10 of 12  ·  226 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%