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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 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMD ADVANCED MICRO DEVICES INC Technology 3,550.0 $1.7M 0.67% +228.0 +6.9% $469.56 +1.7%
42 MU MICRON TECHNOLOGY INC Technology 1,903.0 $1.6M 0.66% +143.0 +8.1% $861.00 +18.1%
43 BERKSHIRE HATHAWAY INC DEL 3,057.0 $1.6M 0.65% +70.0 +2.3% $529.42
44 PUT COSTCO WHOLESALE CORPORATION 1,600.0 $1.5M 0.61% +800.0 +100.0% $952.75
45 LLY ELI LILLY & CO Healthcare 1,209.0 $1.5M 0.60% -45.0 -3.6% $1231.95 -6.8%
46 SPDR SERIES TRUST 59,643.0 $1.5M 0.58% NEW $24.41
47 BAI BLACKROCK ETF TRUST 32,684.0 $1.4M 0.58% +463.0 +1.4% $44.22 +0.8%
48 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 37,456.0 $1.4M 0.54% +2K +6.4% $36.14 +0.6%
49 XOM EXXON MOBIL CORP Energy 8,424.0 $1.3M 0.54% +363.0 +4.5% $159.79 -0.2%
50 RUNN STRATEGIC TRUST 37,446.0 $1.3M 0.53% -20K -35.3% $35.46 -2.5%
51 ABBV ABBVIE INC Healthcare 5,233.0 $1.3M 0.52% +190.0 +3.8% $247.99 +3.4%
52 JNJ JOHNSON & JOHNSON Healthcare 4,945.0 $1.3M 0.52% +109.0 +2.2% $261.81 +5.1%
53 INTC INTEL CORP Technology 12,630.0 $1.2M 0.49% +1K +11.3% $97.52 -1.8%
54 ROE EA SERIES TRUST 26,530.0 $1.2M 0.47% -21K -43.8% $43.87 -0.8%
55 AVEM AMERICAN CENTY ETF TR 11,725.0 $1.1M 0.43% -5K -30.4% $91.87 +5.4%
56 IEFA ISHARES TR 9,812.0 $986K 0.40% -181.0 -1.8% $100.53 +0.5%
57 RY ROYAL BK CDA Financial Services 4,654.0 $981K 0.39% $210.79 -0.1%
58 JEPQ J P MORGAN EXCHANGE TRADED F 16,260.0 $970K 0.39% -7K -31.5% $59.68 +0.3%
59 V VISA INC Financial Services 2,684.0 $970K 0.39% +75.0 +2.9% $361.34 +3.8%
60 ACYN FIRST TR EXCHANGE-TRADED FD 46,118.0 $954K 0.38% NEW $20.69 -0.0%
Page 3 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%