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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 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSCO CISCO SYS INC Technology 7,778.0 $953K 0.38% -378.0 -4.6% $122.57 -10.9%
62 LRCX LAM RESEARCH CORP Technology 2,981.0 $913K 0.37% +412.0 +16.0% $306.40 +0.4%
63 XHLF BONDBLOXX ETF TRUST 18,088.0 $908K 0.36% +7K +66.4% $50.20 -0.0%
64 IOO ISHARES TR 6,155.0 $898K 0.36% +2K +43.2% $145.84 -0.5%
65 CAT CATERPILLAR INC Industrials 1,049.0 $878K 0.35% +333.0 +46.5% $837.38 -2.8%
66 DIA STATE STR SPDR DOW JONES IND Financial Services 1,628.0 $878K 0.35% +738.0 +82.9% $539.07 -0.9%
67 NFLX NETFLIX INC. Communication Services 11,503.0 $878K 0.35% +3K +38.5% $76.29 +2.6%
68 AMAT APPLIED MATLS INC Technology 1,670.0 $872K 0.35% +101.0 +6.4% $522.12 -12.9%
69 WMT WALMART INC Consumer Defensive 7,722.0 $870K 0.35% +158.0 +2.1% $112.66 -4.9%
70 SCHX SCHWAB STRATEGIC TR 27,752.0 $847K 0.34% +444.0 +1.6% $30.52 -0.5%
71 PLTR PALANTIR TECHNOLOGIES INC Technology 4,778.0 $837K 0.34% +1K +26.5% $175.23 -0.5%
72 PG PROCTER & GAMBLE CO Consumer Defensive 5,608.0 $821K 0.33% -107.0 -1.9% $146.44 -0.0%
73 RISR TIDAL TRUST I 22,029.0 $809K 0.33% +8K +51.8% $36.74 -0.4%
74 QQQM INVESCO EXCH TRADED FD TR II 2,687.0 $798K 0.32% +43.0 +1.6% $296.82 -0.3%
75 IBIT ISHARES BITCOIN TRUST ETF Financial Services 21,159.0 $767K 0.31% -435.0 -2.0% $36.23 +24.8%
76 MA MASTERCARD INCORPORATED Financial Services 1,358.0 $765K 0.31% +38.0 +2.9% $563.17 +2.8%
77 PNC PNC FINL SVCS GROUP INC Financial Services 3,021.0 $761K 0.31% +18.0 +0.6% $251.75 -2.4%
78 IEMG ISHARES INC 9,552.0 $760K 0.30% -445.0 -4.5% $79.56 +5.1%
79 EWY ISHARES INC 4,534.0 $740K 0.30% +1K +33.2% $163.12 +15.8%
80 MCD MCDONALDS CORP Consumer Cyclical 2,672.0 $732K 0.29% +60.0 +2.3% $273.77 -6.6%
Page 4 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%