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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 6 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JMST J P MORGAN EXCHANGE TRADED F 10,809.0 $550K 0.22% $50.87 -0.1%
102 KLAC KLA CORP Technology 2,824.0 $544K 0.22% +3K +1264.2% $192.74 -3.7%
103 GE GE AEROSPACE Industrials 1,475.0 $541K 0.22% -79.0 -5.1% $366.59 -8.0%
104 GEV GE VERNOVA INC Utilities 533.0 $528K 0.21% +40.0 +8.1% $990.85 -4.9%
105 ACWI ISHARES TR 3,181.0 $512K 0.21% +965.0 +43.5% $161.10 +0.5%
106 LNC LINCOLN NATL CORP IND Financial Services 11,214.0 $512K 0.21% -1K -11.1% $45.68 -0.5%
107 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,526.0 $512K 0.21% -85.0 -5.3% $335.41 -2.4%
108 URTH ISHARES INC 2,434.0 $511K 0.20% +516.0 +26.9% $210.11 -0.1%
109 ANET ARISTA NETWORKS INC Technology 2,653.0 $508K 0.20% +645.0 +32.1% $191.52 +1.2%
110 ADI ANALOG DEVICES INC Technology 1,312.0 $504K 0.20% +446.0 +51.5% $383.93 -5.6%
111 MRK MERCK & CO INC Healthcare 3,785.0 $496K 0.20% +233.0 +6.6% $130.93 +14.8%
112 SCHW SCHWAB CHARLES CORP Financial Services 4,551.0 $491K 0.20% +1K +33.0% $107.99 +1.2%
113 GD GENERAL DYNAMICS CORP Industrials 1,221.0 $483K 0.19% -27.0 -2.2% $395.97 -9.2%
114 CVX CHEVRON CORPORATION Energy 2,437.0 $475K 0.19% +195.0 +8.7% $194.91 +7.0%
115 A2Z CUST2MATE SOLUTIONS CORP 71,391.0 $462K 0.19% +17K +31.7% $6.47
116 RTX RTX CORPORATION Industrials 2,052.0 $460K 0.18% +96.0 +4.9% $224.12 -10.4%
117 PM PHILIP MORRIS INTL INC Consumer Defensive 2,427.0 $452K 0.18% -43.0 -1.7% $186.04 -1.9%
118 WMB WILLIAMS COS INC Energy 6,283.0 $451K 0.18% -245.0 -3.8% $71.85 +3.2%
119 GSY INVESCO ACTIVELY MANAGED EXC 8,981.0 $451K 0.18% -1K -13.8% $50.18 -0.1%
120 BK BANK OF NY MELLON CORP Financial Services 2,821.0 $450K 0.18% -235.0 -7.7% $159.43 -11.0%
Page 6 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%