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Black Diamond Financial, LLC

All holdings · as of Dec 31, 2025

176 positions

CompanyClassValueShares% of portfolio
ISHARES TR$270.4K2,9310.0%
VANGUARD WORLD FD$268.5K4,2190.0%
SPDR SERIES TRUST$266.7K4,6950.0%
THE GOLDMAN SACHS GROUP, INC.$265.4K3020.0%
VANGUARD INTL EQUITY INDEX F$265.0K1,8490.0%
VANGUARD BD INDEX FDS$260.1K3,5110.0%
SCHWAB STRATEGIC TR$258.6K5,6800.0%
Palo Alto Networks Inc$252.5K1,3710.0%
DIMENSIONAL ETF TRUST$244.5K6,1750.0%
SELECT SECTOR SPDR TR$244.4K5,7240.0%
Blackstone Inc$232.4K1,5080.0%
GE Vernova Inc.$226.8K3470.0%
Netflix Inc$226.2K2,4120.0%
INTUIT INC.$224.6K3390.0%
ISHARES TR$224.3K9110.0%
FIRST CITIZENS BANCSHARES INC /DE$221.1K1030.0%
VANGUARD WORLD FD$220.9K3,0850.0%
Simon Property Group Inc$216.8K1,1710.0%
CORCEPT THERAPEUTICS INC$215.8K6,2000.0%
MCDONALD'S CORP$207.9K6800.0%
Duke Energy Corp$206.6K1,7620.0%
PROGRESSIVE CORP/OH$205.2K9010.0%
Uber Technologies, Inc$200.8K2,4570.0%
EATON VANCE TAX-MANAGED GLOB$156.6K16,4270.0%
Industrial Logistics Properties TrustILPTREIT$60.9K11,0000.0%
LIVEWIRE GROUP INC$72111,5000.0%
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