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Portfolio (Quarterly) Guide ↗

BlackDiamond Wealth Management, LLC

· CIK 0001903059
13F Portfolio $208M AUM 203 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 102 Added 56 Reduced 17 Exited
Page 1 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USFR WISDOMTREE TR 297,875.0 $15.0M 7.20% +150K +100.8% $50.34 -0.0%
2 SPYM SPDR SERIES TRUST 124,156.0 $9.5M 4.57% +23K +22.8% $76.54 +15.4%
3 MSFT MICROSOFT CORP Technology 15,735.0 $5.8M 2.80% +177.0 +1.1% $370.18 +11.5%
4 QDPL PACER FDS TR 124,700.0 $5.0M 2.40% +4K +3.1% $40.14 +14.2%
5 CGDV CAPITAL GROUP DIVIDEND VALUE 111,194.0 $4.7M 2.27% +3K +2.8% $42.54 +13.4%
6 GOOGL ALPHABET INC Communication Services 14,274.0 $4.1M 1.97% +221.0 +1.6% $287.56 +35.2%
7 VWO VANGUARD INTL EQUITY INDEX F 68,155.0 $3.7M 1.77% +917.0 +1.4% $54.05 +11.5%
8 CGSD CAPITAL GRP FIXED INCM ETF T 109,552.0 $2.8M 1.36% +705.0 +0.7% $25.79 +0.1%
9 RSST TIDAL TRUST II 93,370.0 $2.6M 1.27% +2K +1.9% $28.28 +18.5%
10 XLK SELECT SECTOR SPDR TR 19,365.0 $2.6M 1.24% +144.0 +0.8% $132.90 +38.8%
11 EFG ISHARES TR 22,938.0 $2.6M 1.23% +17K +314.6% $111.37 +10.2%
12 CGIE CAPITAL GROUP INTERNATIONAL 67,075.0 $2.3M 1.09% +2K +3.5% $33.82 +7.7%
13 ITA ISHARES TR 9,478.0 $2.1M 1.00% +3K +36.0% $218.75 +5.4%
14 BINC BLACKROCK ETF TRUST II 39,818.0 $2.1M 0.99% +4K +12.6% $51.93 +0.8%
15 MBSF VALUED ADVISERS TR 79,857.0 $2.0M 0.98% +3K +3.9% $25.51 +0.4%
16 JPIB J P MORGAN EXCHANGE TRADED F 40,971.0 $2.0M 0.94% +5K +15.3% $47.82 +0.7%
17 RUNN STRATEGIC TRUST 57,872.0 $1.9M 0.90% +1K +2.0% $32.21 +0.9%
18 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,855.0 $1.9M 0.89% +53.0 +1.9% $650.27 +15.4%
19 TSLA TESLA INC Consumer Cyclical 4,833.0 $1.8M 0.86% +156.0 +3.3% $371.75 +18.5%
20 RBIL RBB FD INC 34,963.0 $1.8M 0.84% +31K +690.5% $50.08 -0.2%
Page 1 of 6  ·  102 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 33.4%
Financial Services 18.9%
Communication Services 12.3%
Consumer Cyclical 9.3%
Healthcare 8.4%
Consumer Defensive 7.0%
Industrials 6.0%
Energy 3.0%
Utilities 0.7%
Basic Materials 0.6%