BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TXN TEXAS INSTRS INC Technology 1,766.0 $343K 0.17% +115.0 +7.0% $194.14 +63.5%
82 GILD GILEAD SCIENCES INC Healthcare 2,367.0 $330K 0.16% +637.0 +36.8% $139.37 -4.1%
83 AIA ISHARES TR 3,089.0 $328K 0.16% +175.0 +6.0% $106.15 +33.7%
84 NEM NEWMONT CORP Basic Materials 2,961.0 $321K 0.15% +242.0 +8.9% $108.25 -0.9%
85 UNP UNION PAC CORP Industrials 1,316.0 $319K 0.15% +131.0 +11.1% $242.62 +15.2%
86 ACWI ISHARES TR 2,216.0 $307K 0.15% +422.0 +23.5% $138.37 +13.9%
87 KLAC KLA CORP Technology 207.0 $305K 0.15% +25.0 +13.7% $1472.41 +32.9%
88 SCHZ SCHWAB STRATEGIC TR 12,924.0 $300K 0.14% +343.0 +2.7% $23.22 -0.5%
89 VZ VERIZON COMMUNICATIONS INC Communication Services 5,938.0 $298K 0.14% +1K +32.1% $50.20 -3.9%
90 APH AMPHENOL CORP Technology 2,356.0 $298K 0.14% +499.0 +26.9% $126.35 +11.0%
91 GS GOLDMAN SACHS GROUP INC Financial Services 346.0 $293K 0.14% +9.0 +2.7% $845.99 +17.8%
92 EMR EMERSON ELEC CO Industrials 2,196.0 $288K 0.14% +19.0 +0.9% $131.02 +6.6%
93 J P MORGAN EXCHANGE TRADED F 5,569.0 $282K 0.14% +244.0 +4.6% $50.61
94 HON HONEYWELL INTL INC Industrials 1,228.0 $278K 0.13% +267.0 +27.8% $226.03 +2.4%
95 HWM HOWMET AEROSPACE INC Industrials 1,168.0 $269K 0.13% +64.0 +5.8% $230.46 +12.0%
96 FEZ SPDR INDEX SHS FDS 4,307.0 $267K 0.13% +59.0 +1.4% $62.08 +9.9%
97 AGM FEDERAL AGRIC MTG CORP Financial Services 1,685.0 $250K 0.12% +36.0 +2.2% $148.31 +19.9%
98 EWU ISHARES TR 5,432.0 $247K 0.12% +97.0 +1.8% $45.56 +3.7%
99 ANET ARISTA NETWORKS INC Technology 2,008.0 $247K 0.12% +527.0 +35.6% $122.78 +25.7%
100 VT VANGUARD INTL EQUITY INDEX F 1,680.0 $232K 0.11% +107.0 +6.8% $138.32 +13.6%
Page 5 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%