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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 11 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SNDK SANDISK CORP Technology 190.0 $235K 0.10% NEW $1237.92 +40.6%
202 SCHG SCHWAB STRATEGIC TR 6,537.0 $234K 0.09% NEW $35.83 -0.8%
203 NEE NEXTERA ENERGY INC Utilities 2,753.0 $233K 0.09% +445.0 +19.3% $84.70 -1.5%
204 QYLD GLOBAL X FDS 12,638.0 $229K 0.09% $18.15 +1.2%
205 NOW SERVICENOW INC Technology 1,794.0 $229K 0.09% NEW $127.44 +10.8%
206 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,351.0 $224K 0.09% -103.0 -2.3% $51.59 -2.2%
207 EWL ISHARES INC 3,448.0 $222K 0.09% NEW $64.36 -1.9%
208 GSEW GOLDMAN SACHS ETF TR 2,263.0 $221K 0.09% -380.0 -14.4% $97.86 -0.5%
209 BLK BLACKROCK INC Financial Services 190.0 $215K 0.09% NEW $1131.40 -0.8%
210 BND VANGUARD BD INDEX FDS 2,948.0 $213K 0.09% -932.0 -24.0% $72.15 -0.3%
211 CDNS CADENCE DESIGN SYSTEM INC Technology 639.0 $212K 0.09% NEW $331.91 -11.8%
212 HXL HEXCEL CORP NEW Industrials 2,100.0 $212K 0.09% NEW $100.83 -8.8%
213 VXF VANGUARD INDEX FDS 853.0 $210K 0.08% NEW $246.47 -1.5%
214 EWT ISHARES INC 2,055.0 $210K 0.08% NEW $102.18 +9.8%
215 AXP AMERICAN EXPRESS CO Financial Services 616.0 $209K 0.08% NEW $338.86 -3.7%
216 IVW ISHARES TR 1,466.0 $208K 0.08% NEW $141.75 -0.8%
217 PSX PHILLIPS 66 Energy 943.0 $203K 0.08% NEW $215.52 +18.4%
218 CAOS EA SERIES TRUST 2,245.0 $203K 0.08% -10K -81.3% $90.46 +0.0%
219 SCHF SCHWAB STRATEGIC TR 7,211.0 $202K 0.08% NEW $28.08 +1.8%
220 EWP ISHARES INC 3,242.0 $202K 0.08% NEW $62.41 +0.5%
Page 11 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%