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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 3 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEMG ISHARES INC 18,505.0 $1.4M 0.67% NEW $74.24 +12.4%
42 SPMO INVESCO EXCH TRADED FD TR II 10,939.0 $1.3M 0.65% NEW $121.49 +23.1%
43 JEPQ J P MORGAN EXCHANGE TRADED F 21,537.0 $1.3M 0.61% NEW $58.48 +3.9%
44 LLY ELI LILLY & CO Healthcare 1,201.0 $1.3M 0.61% NEW $1044.68 +3.7%
45 AVEM AMERICAN CENTY ETF TR 14,217.0 $1.2M 0.59% NEW $85.63 +12.7%
46 BAI BLACKROCK ETF TRUST 33,521.0 $1.2M 0.58% NEW $35.34 +40.9%
47 XOM EXXON MOBIL CORP Energy 7,625.0 $1.2M 0.56% NEW $151.21 -0.9%
48 JNJ JOHNSON & JOHNSON Healthcare 4,721.0 $1.1M 0.55% NEW $238.62 -3.1%
49 ABBV ABBVIE INC Healthcare 4,978.0 $1.1M 0.54% NEW $223.28 -3.5%
50 CAOS EA SERIES TRUST 11,677.0 $1.1M 0.51% NEW $90.33 +0.1%
51 EDV VANGUARD WORLD FD 15,275.0 $1.0M 0.49% NEW $65.56 -3.5%
52 WMT WALMART INC Consumer Defensive 7,486.0 $966K 0.47% NEW $129.01 -8.1%
53 IEFA ISHARES TR 9,916.0 $962K 0.47% NEW $97.02 +1.0%
54 PG PROCTER AND GAMBLE CO Consumer Defensive 5,552.0 $873K 0.43% NEW $157.33 -6.2%
55 V VISA INC Financial Services 2,661.0 $866K 0.42% NEW $325.59 +0.6%
56 MCD MCDONALDS CORP Consumer Cyclical 2,568.0 $836K 0.41% NEW $325.66 -13.7%
57 RY ROYAL BK CDA Financial Services 4,654.0 $811K 0.40% NEW $174.16 +8.6%
58 MBSX ADVISOR MANAGED PORTFOLIOS 30,678.0 $804K 0.39% NEW $26.22 -0.8%
59 SPEM SPDR INDEX SHS FDS 14,498.0 $730K 0.35% NEW $50.32 +4.7%
60 MA MASTERCARD INCORPORATED Financial Services 1,352.0 $724K 0.35% NEW $535.33 -7.5%
Page 3 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%