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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 6 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,784.0 $230K 0.11% +22.0 +0.6% $60.65 -5.2%
102 XYL XYLEM INC Industrials 1,849.0 $221K 0.11% +65.0 +3.6% $119.53 -7.0%
Page 6 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%