Institutions / BlackDiamond Wealth Management, LLC
BlackDiamond Wealth Management, LLC
CIK 1903059 · Institution · as of Dec 31, 2025
Portfolio value
$205.22M
Positions
200
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 200 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $8.26M | 4.0% |
| Apple Inc. | $7.59M | 3.7% |
| WisdomTree Tr | $7.48M | 3.6% |
| Microsoft Corp | $6.43M | 3.1% |
| iShares MSCI UAE ETF | $5.88M | 2.9% |
| NVIDIA Corp | $5.64M | 2.7% |
| Pacer Fds Tr | $5.21M | 2.5% |
| Capital Group Dividend Value | $4.93M | 2.4% |
| Alphabet Inc. | $4.56M | 2.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $4.24M | 2.1% |
| Vanguard Intl Equity Index F | $3.88M | 1.9% |
| Amazon.com Inc | $3.85M | 1.9% |
| First Tr Exchng Traded Fd VI | $3.68M | 1.8% |
| iShares Tr | $3.38M | 1.6% |
| World Gold Tr | $3.37M | 1.6% |
| Meta Platforms Inc | $3.04M | 1.5% |
| Ea Series Trust | $3.04M | 1.5% |
| Costco Wholesale Corp /New | $2.94M | 1.4% |
| Capital Grp Fixed Incm ETF T | $2.84M | 1.4% |
| Tidal Trust II | $2.79M | 1.4% |
| Select Sector SPDR Tr | $2.76M | 1.3% |
| JPMorgan Chase & Co | $2.72M | 1.3% |
| Broadcom Inc. | $2.53M | 1.2% |
| iShares MSCI UAE ETF | $2.46M | 1.2% |
| Capital Group International | $2.38M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.