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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 4 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC Communication Services 8,743.0 $712K 0.35% NEW $81.47 +7.2%
62 SCHX SCHWAB STRATEGIC TR 26,014.0 $712K 0.35% NEW $27.38 +7.8%
63 AMD ADVANCED MICRO DEVICES INC Technology 3,288.0 $710K 0.35% NEW $216.00 +129.4%
64 CMI CUMMINS INC Industrials 1,136.0 $683K 0.33% NEW $601.15 +11.1%
65 EFG ISHARES TR 5,532.0 $672K 0.33% NEW $121.54 +1.0%
66 CSCO CISCO SYS INC Technology 7,524.0 $653K 0.32% NEW $86.78 +37.9%
67 IOO ISHARES TR 5,007.0 $650K 0.32% NEW $129.75 +9.5%
68 IBIT ISHARES BITCOIN TRUST ETF Financial Services 16,034.0 $643K 0.31% NEW $40.11 +5.8%
69 CINF CINCINNATI FINL CORP Financial Services 3,790.0 $639K 0.31% NEW $168.70 -3.4%
70 WFC WELLS FARGO CO NEW Financial Services 6,687.0 $633K 0.31% NEW $94.60 -18.1%
71 HD HOME DEPOT INC Consumer Cyclical 1,640.0 $625K 0.30% NEW $380.95 -16.6%
72 QQQM INVESCO EXCH TRADED FD TR II 2,449.0 $619K 0.30% NEW $252.94 +18.8%
73 XHLF BONDBLOXX ETF TRUST 12,170.0 $612K 0.30% NEW $50.27 +0.1%
74 SLV ISHARES SILVER TR Financial Services 8,009.0 $609K 0.30% NEW $76.04 -11.2%
75 CACI CACI INTL INC Technology 937.0 $597K 0.29% NEW $637.27 -19.8%
76 TJX TJX COS INC NEW Consumer Cyclical 3,814.0 $596K 0.29% NEW $156.24 +0.5%
77 KO COCA COLA CO Consumer Defensive 7,509.0 $585K 0.28% NEW $77.97 +4.7%
78 MU MICRON TECHNOLOGY INC Technology 1,525.0 $585K 0.28% NEW $383.50 +142.1%
79 JMST J P MORGAN EXCHANGE TRADED F 10,915.0 $557K 0.27% NEW $51.07 -0.3%
80 MET METLIFE INC Financial Services 7,211.0 $550K 0.27% NEW $76.28 +9.1%
Page 4 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%