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Portfolio (Quarterly) Guide ↗

BlackDiamond Wealth Management, LLC

· CIK 0001903059
13F Portfolio $205M AUM 200 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 200 New
Page 9 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ACWI ISHARES TR 1,794.0 $264K 0.13% NEW $147.41 +7.3%
162 APP APPLOVIN CORP Technology 574.0 $264K 0.13% NEW $460.38 +31.0%
163 GILD GILEAD SCIENCES INC Healthcare 1,730.0 $262K 0.13% NEW $151.68 -10.5%
164 KLAC KLA CORP Technology 182.0 $262K 0.13% NEW $1440.16 +34.3%
165 DFUS DIMENSIONAL ETF TRUST 3,386.0 $256K 0.12% NEW $75.72 +8.6%
166 MPC MARATHON PETE CORP Energy 1,237.0 $253K 0.12% NEW $204.31 +23.2%
167 INTU INTUIT Technology 574.0 $251K 0.12% NEW $437.50 -28.0%
168 EWU ISHARES TR 5,335.0 $251K 0.12% NEW $47.02 -0.1%
169 EWJ ISHARES INC 2,746.0 $251K 0.12% NEW $91.29 +1.5%
170 XYL XYLEM INC Industrials 1,784.0 $250K 0.12% NEW $140.23 -22.4%
171 HWM HOWMET AEROSPACE INC Industrials 1,104.0 $249K 0.12% NEW $225.15 +15.1%
172 EXPD EXPEDITORS INTL WASH INC Industrials 1,510.0 $247K 0.12% NEW $163.64 -2.4%
173 VTI VANGUARD INDEX FDS 705.0 $242K 0.12% NEW $342.68 +8.4%
174 ADBE ADOBE INC Technology 894.0 $239K 0.12% NEW $266.90 -9.2%
175 GSEW GOLDMAN SACHS ETF TR 2,659.0 $237K 0.12% NEW $88.98 +4.4%
176 GPIX GOLDMAN SACHS ETF TR 4,430.0 $235K 0.11% NEW $53.04 +5.5%
177 VT VANGUARD INTL EQUITY INDEX F 1,573.0 $232K 0.11% NEW $147.68 +6.8%
178 HON HONEYWELL INTL INC Industrials 961.0 $230K 0.11% NEW $239.84 -3.1%
179 AVIV AMERICAN CENTY ETF TR 2,924.0 $230K 0.11% NEW $78.81 +1.0%
180 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,482.0 $230K 0.11% NEW $51.29 -5.6%
Page 9 of 10  ·  200 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 34.1%
Financial Services 20.5%
Communication Services 12.9%
Consumer Cyclical 9.3%
Healthcare 6.9%
Consumer Defensive 6.7%
Industrials 6.1%
Energy 2.4%
Utilities 0.4%
Basic Materials 0.4%