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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 8 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 459.0 $368K 0.15% NEW $800.99 +6.0%
142 IYW ISHARES TR 1,445.0 $365K 0.15% -43.0 -2.9% $252.38 +0.4%
143 GS GOLDMAN SACHS GROUP INC Financial Services 352.0 $364K 0.15% +6.0 +1.7% $1034.08 +0.4%
144 T AT&T INC Communication Services 15,025.0 $361K 0.14% +1K +10.5% $24.05 +6.7%
145 AON AON PLC Financial Services 1,012.0 $361K 0.14% +7.0 +0.7% $356.97 -9.5%
146 WM WASTE MGMT INC DEL Industrials 1,592.0 $361K 0.14% +71.0 +4.7% $226.55 -3.3%
147 COPX GLOBAL X FDS 4,025.0 $360K 0.14% NEW $89.51 +1.3%
148 NEM NEWMONT CORP Basic Materials 3,062.0 $359K 0.14% +101.0 +3.4% $117.26 +9.2%
149 LH LABCORP HOLDINGS INC Healthcare 1,113.0 $358K 0.14% -24.0 -2.1% $321.35 +1.7%
150 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,672.0 $356K 0.14% +2K +2358.8% $212.88 -9.2%
151 SBIO ALPS ETF TR 5,082.0 $341K 0.14% NEW $67.12 +0.8%
152 EMR EMERSON ELEC CO Industrials 2,142.0 $340K 0.14% -54.0 -2.5% $158.71 -3.7%
153 CRWD CROWDSTRIKE HLDGS INC Technology 1,509.0 $340K 0.14% NEW $56.29 +278.6%
154 EWJ ISHARES INC 3,530.0 $339K 0.14% +821.0 +30.3% $96.05 +2.3%
155 PSI INVESCO EXCHANGE TRADED FD T 2,348.0 $335K 0.14% NEW $142.56 -4.6%
156 FR FIRST INDL RLTY TR INC Real Estate 5,307.0 $334K 0.13% $63.03 -1.9%
157 SCHZ SCHWAB STRATEGIC TR 14,386.0 $327K 0.13% +1K +11.3% $22.74 -0.3%
158 IBM INTERNATIONAL BUSINESS MACHS Technology 1,372.0 $324K 0.13% +144.0 +11.7% $236.31 -0.6%
159 HWM HOWMET AEROSPACE INC Industrials 1,139.0 $323K 0.13% -29.0 -2.5% $283.71 -8.6%
160 UNP UNION PAC CORP Industrials 1,105.0 $323K 0.13% -211.0 -16.0% $292.24 -0.9%
Page 8 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%