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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 7 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DE DEERE & CO Industrials 724.0 $441K 0.18% -174.0 -19.4% $609.60 +13.8%
122 IVV ISHARES TR 567.0 $440K 0.18% -4.0 -0.7% $776.74 -0.4%
123 IXUS ISHARES TR 4,472.0 $433K 0.17% +1K +44.1% $96.93 +1.8%
124 CRM SALESFORCE INC Technology 2,165.0 $428K 0.17% +461.0 +27.1% $197.51 +31.2%
125 IBIG ISHARES TR 16,572.0 $425K 0.17% NEW $25.64 -0.1%
126 VGT VANGUARD WORLD FD 3,496.0 $420K 0.17% +3K +691.0% $120.25 +0.8%
127 SPYG SPDR SERIES TRUST 3,417.0 $419K 0.17% +557.0 +19.5% $122.73 -0.8%
128 MS MORGAN STANLEY Financial Services 1,943.0 $418K 0.17% +115.0 +6.3% $215.33 +1.1%
129 UNH UNITEDHEALTH GROUP INC Healthcare 1,023.0 $418K 0.17% -288.0 -22.0% $408.74 -2.8%
130 CB CHUBB LIMITED Financial Services 1,198.0 $417K 0.17% -63.0 -5.0% $348.30 -1.9%
131 QCOM QUALCOMM INC Technology 2,551.0 $414K 0.17% +380.0 +17.5% $162.18 +4.0%
132 AIA ISHARES TR 3,025.0 $407K 0.16% -64.0 -2.1% $134.57 +6.8%
133 AMGN AMGEN INC Healthcare 961.0 $401K 0.16% -31.0 -3.1% $417.20 +4.8%
134 XLI SELECT SECTOR SPDR TR 2,144.0 $396K 0.16% +641.0 +42.6% $184.63 -5.1%
135 APH AMPHENOL CORP Technology 2,330.0 $391K 0.16% -26.0 -1.1% $167.70 -50.6%
136 PEP PEPSICO INC Consumer Defensive 2,833.0 $390K 0.16% +222.0 +8.5% $137.75 -0.1%
137 AGM FEDERAL AGRIC MTG CORP Financial Services 1,648.0 $385K 0.15% -37.0 -2.2% $233.62 -2.5%
138 MPWR MONOLITHIC PWR SYS INC Technology 278.0 $384K 0.15% +94.0 +51.1% $1381.10 -11.4%
139 C CITIGROUP INC Financial Services 2,793.0 $378K 0.15% +421.0 +17.8% $135.23 +1.8%
140 EPU ISHARES TR 4,116.0 $373K 0.15% NEW $90.70 +1.6%
Page 7 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%