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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 5 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AAXJ ISHARES TR 6,310.0 $712K 0.29% +1K +19.9% $112.77 +6.0%
82 EEM ISHARES TR 10,852.0 $707K 0.28% +3K +47.5% $65.17 +5.4%
83 MET METLIFE INC Financial Services 7,242.0 $703K 0.28% -44.0 -0.6% $97.03 +0.6%
84 KO COCA COLA CO Consumer Defensive 7,938.0 $690K 0.28% +215.0 +2.8% $86.87 +1.4%
85 CMI CUMMINS INC Industrials 1,071.0 $680K 0.27% -76.0 -6.6% $634.86 -11.7%
86 CINF CINCINNATI FINL CORP Financial Services 3,802.0 $661K 0.27% $173.86 -1.6%
87 SPEM SPDR INDEX SHS FDS 12,626.0 $660K 0.27% -2K -15.4% $52.28 +2.2%
88 FRDM EA SERIES TRUST 9,917.0 $656K 0.26% -3K -23.6% $66.17 +7.5%
89 INTU INTUIT Technology 1,938.0 $648K 0.26% +1K +274.1% $334.43 -0.5%
90 TJX TJX COS INC NEW Consumer Cyclical 4,008.0 $637K 0.26% +59.0 +1.5% $158.82 -16.8%
91 CACI CACI INTL INC Technology 975.0 $632K 0.25% +6.0 +0.6% $648.24 -3.8%
92 WFC WELLS FARGO & CO Financial Services 6,970.0 $610K 0.24% +323.0 +4.9% $87.52 +2.8%
93 JAAA JANUS DETROIT STR TR 11,958.0 $605K 0.24% +4K +49.2% $50.57 +0.0%
94 TIDAL TRUST II 23,539.0 $604K 0.24% $25.66
95 TXN TEXAS INSTRS INC Technology 2,135.0 $599K 0.24% +369.0 +20.9% $280.44 -7.8%
96 ABT ABBOTT LABORATORIES Healthcare 5,431.0 $590K 0.24% +1K +35.3% $108.62 -0.3%
97 MRVL MARVELL TECHNOLOGY INC Technology 2,791.0 $582K 0.23% +510.0 +22.4% $208.56 +7.2%
98 ORCL ORACLE CORP Technology 3,842.0 $580K 0.23% +690.0 +21.9% $151.05 +5.2%
99 BAC BANK OF AMER CORP Financial Services 8,895.0 $568K 0.23% +398.0 +4.7% $63.86 -1.9%
100 HD HOME DEPOT INC Consumer Cyclical 1,606.0 $563K 0.23% -66.0 -4.0% $350.67 -8.4%
Page 5 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%