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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 8 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VZ VERIZON COMMUNICATIONS INC Communication Services 5,938.0 $298K 0.14% +1K +32.1% $50.20 -3.7%
142 APH AMPHENOL CORP Technology 2,356.0 $298K 0.14% +499.0 +26.9% $126.35 +11.6%
143 IBM INTERNATIONAL BUSINESS MACHS Technology 1,228.0 $298K 0.14% $242.39 +9.9%
144 MPC MARATHON PETE CORP Energy 1,207.0 $295K 0.14% -30.0 -2.4% $244.26 +2.9%
145 DIS DISNEY WALT CO Communication Services 3,048.0 $294K 0.14% $96.39 +7.6%
146 GS GOLDMAN SACHS GROUP INC Financial Services 346.0 $293K 0.14% +9.0 +2.7% $845.99 +17.3%
147 EMR EMERSON ELEC CO Industrials 2,196.0 $288K 0.14% +19.0 +0.9% $131.02 +6.0%
148 BKNG BOOKING HOLDINGS INC Consumer Cyclical 68.0 $286K 0.14% -26.0 -27.7% $4210.32 -96.0%
149 BND VANGUARD BD INDEX FDS 3,880.0 $286K 0.14% $73.64 -0.5%
150 EIS ISHARES INC 2,450.0 $284K 0.14% $116.04 +17.5%
151 J P MORGAN EXCHANGE TRADED F 5,569.0 $282K 0.14% +244.0 +4.6% $50.61
152 SPYG SPDR SERIES TRUST 2,860.0 $280K 0.14% -123.0 -4.1% $97.91 +22.3%
153 QCOM QUALCOMM INC Technology 2,171.0 $280K 0.13% -253.0 -10.4% $128.78 +82.9%
154 HON HONEYWELL INTL INC Industrials 1,228.0 $278K 0.13% +267.0 +27.8% $226.03 +2.1%
155 ADI ANALOG DEVICES INC Technology 866.0 $276K 0.13% NEW $318.14 +28.3%
156 GLW CORNING INC Technology 2,022.0 $275K 0.13% -302.0 -13.0% $136.00 +39.1%
157 SCHB SCHWAB STRATEGIC TR 10,803.0 $271K 0.13% NEW $25.10 +15.2%
158 IYW ISHARES TR 1,488.0 $270K 0.13% $181.42 +35.8%
159 HWM HOWMET AEROSPACE INC Industrials 1,168.0 $269K 0.13% +64.0 +5.8% $230.46 +11.5%
160 C CITIGROUP INC Financial Services 2,372.0 $269K 0.13% -17.0 -0.7% $113.41 +9.9%
Page 8 of 11  ·  203 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%