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Black Diamond Financial, LLC

All holdings · as of Dec 31, 2025

176 positions

CompanyClassValueShares% of portfolio
VANGUARD WORLD FD$819.4K6,7740.1%
BBH TR$1.09M67,5480.1%
VANGUARD WORLD FD$1.22M9,1500.1%
MCKESSON CORP$1.25M1,5260.1%
VANGUARD INTL EQUITY INDEX F$1.30M24,1020.1%
ISHARES TR$1.34M2,8400.1%
Meta Platforms Inc$1.39M2,1130.1%
SPDR GOLD TR$1.41M3,5670.1%
BANK OF AMERICA CORP /DE$1.48M26,8750.2%
SPDR INDEX SHS FDS$1.50M33,8720.2%
VANGUARD WHITEHALL FDS$1.53M10,6850.2%
SSGA ACTIVE ETF TR$1.58M38,3800.2%
iShares MSCI UAE ETF$1.70M18,0290.2%
ELI LILLY & Co$1.83M1,7040.2%
ISHARES TR$1.83M20,5070.2%
Visa Inc$1.93M5,4920.2%
SCHWAB STRATEGIC TR$2.04M97,5420.2%
Constellation Energy Corp$2.06M5,8190.2%
SELECT SECTOR SPDR TR$2.18M15,1740.2%
Mastercard Inc$2.26M3,9600.2%
CAPRICOR THERAPEUTICS, INC.$2.28M79,0770.2%
VANGUARD SPECIALIZED FUNDS$2.30M10,4450.2%
VANGUARD WORLD FD$2.32M3,0740.2%
VANGUARD MUN BD FDS$2.33M46,2720.2%
Warren E. Buffett$2.60M5,1640.3%
Alphabet Inc.$2.82M9,0060.3%
Amazon.com Inc$2.99M12,9570.3%
JPMORGAN CHASE & CO$3.00M9,2970.3%
ISHARES TR$3.17M46,2370.3%
NVIDIA Corp$3.38M18,0980.4%
SPDR S&P 500 ETF TR$3.51M5,1480.4%
Alphabet Inc.$3.60M11,4810.4%
ISHARES TR$3.79M47,4350.4%
SPDR SERIES TRUST$3.96M28,4670.4%
ISHARES TR$4.12M34,2430.4%
VANGUARD INDEX FDS$4.34M49,0520.5%
DIMENSIONAL ETF TRUST$4.42M59,6440.5%
MICROSOFT CORP$4.99M10,3130.5%
VANGUARD INTL EQUITY INDEX F$5.26M71,4970.6%
VANGUARD SCOTTSDALE FDS$5.88M73,7940.6%
VANGUARD INDEX FDS$6.03M19,1450.6%
ISHARES TR$6.23M9,0940.7%
INVESCO EXCHANGE TRADED FD T$6.41M33,4440.7%
SPDR SERIES TRUST$6.45M78,1550.7%
VANGUARD INDEX FDS$6.54M36,8510.7%
VANGUARD INDEX FDS$6.64M10,5840.7%
SCHWAB STRATEGIC TR$6.79M238,2970.7%
VANGUARD INDEX FDS$7.97M23,7790.8%
SCHWAB STRATEGIC TR$8.03M266,9340.8%
VANGUARD INDEX FDS$8.06M26,6770.8%
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