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Black Diamond Financial

Latest statistics and disclosures from Black Diamond Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are MGV, MGK, SCHV, SCHG, AGG, and represent 34.27% of Black Diamond Financial's stock portfolio.
Added to shares of these 10 stocks: MGK (+$78M), VUG (+$29M), SCHG (+$18M), SCHV (+$12M), VO (+$12M), VTI (+$11M), MGC (+$10M), VV (+$6.8M), VYM, MGV.
Started 20 new stock positions in QCOM, AMAT, SCHD, TBN, VGSH, PNC, GLW, ALRM, FCNCA, EFA. IWO, TSM, STX, VCIT, TROW, NUE, LRCX, C, PM, IWN.
Reduced shares in these 10 stocks: LIND, PL, RSP, SDY, IVV, VTEB, QQQ, Honeywell International, DIA, NFLX.
Sold out of its positions in DYAI, Honeywell International, ILPT, MCHX, MCD, NFLX, SCHZ.
Black Diamond Financial was a net buyer of stock by $221M.
Black Diamond Financial has $1.1B in assets under management (AUM), dropping by 23.74%.
Central Index Key (CIK): 0001759236

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Portfolio Holdings for Black Diamond Financial

Black Diamond Financial holds 198 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Mega Cap Val Etf (MGV)	10.9	$124M	+2%	757k	163.45	View chart
Vanguard World Mega Grwth Ind (MGK)	8.5	$96M	+426%	1.1M	87.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	5.4	$61M	+24%	1.8M	34.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.3	$60M	+41%	1.8M	33.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.1	$47M	+5%	475k	98.98	View chart
Spdr Series Trust St Inter Etf (SPTI)	3.9	$45M	+5%	1.6M	28.39	View chart
Vanguard World Mega Cap Index (MGC)	3.6	$41M	+33%	150k	273.63	View chart
Vanguard Index Fds Growth Etf (VUG)	3.1	$35M	+491%	402k	86.14	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.9	$33M	+5%	1.2M	27.70	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.4	$28M	+8%	90k	306.30	View chart
Lindblad Expeditions Hldgs I (LIND)	2.4	$27M	-10%	960k	28.24	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	2.3	$26M	+8%	897k	29.30	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.1	$24M	+5%	441k	53.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.0	$23M		784k	29.43	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	2.0	$22M	+13%	246k	91.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$20M	+128%	55k	370.04	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$20M	+13%	822k	24.14	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$20M		90k	217.93	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.7	$19M	+9%	369k	52.41	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$19M	+5%	178k	107.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$19M	+5%	78k	242.99	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$15M	+9%	184k	82.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$15M	+331%	186k	80.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$13M	+103%	39k	343.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$13M		186k	71.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$13M	+21%	43k	303.11	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	1.1	$13M	+9%	193k	65.54	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$12M	+21%	323k	36.87	View chart
Apple (AAPL)	1.0	$11M		38k	289.36	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$11M	+13%	29k	365.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$8.4M		233k	36.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$7.9M	-2%	12k	686.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$7.6M	-8%	36k	212.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$7.1M	-5%	9.4k	748.90	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$6.6M	+3%	79k	83.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$6.4M	+45%	8.5k	746.78	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$6.2M		31k	197.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$6.0M	-5%	8.2k	736.43	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$5.2M	-3%	66k	79.03	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$5.1M	+7%	53k	96.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$5.0M	+192%	31k	158.03	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.4	$4.2M		43k	98.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.1M		12k	353.32	View chart
Microsoft Corporation (MSFT)	0.4	$4.0M		11k	373.03	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.3	$3.9M	-9%	26k	152.18	View chart
NVIDIA Corporation (NVDA)	0.3	$3.7M	-3%	19k	200.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.4M	+4%	9.6k	357.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$3.4M	+2%	23k	148.31	View chart
Amazon (AMZN)	0.3	$3.3M		14k	238.34	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.0M		9.3k	327.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$3.0M	+720%	25k	119.52	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$3.0M	+4%	16k	190.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.7M	+2%	5.4k	500.39	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$2.5M		105k	23.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.5M		10k	236.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.3M	+307%	30k	77.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.2M		22k	96.58	View chart
Corcept Therapeutics Incorporated (CORT)	0.2	$2.1M	+236%	24k	86.95	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$2.0M	+56%	68k	30.17	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.0M		3.9k	513.60	View chart
Capricor Therapeutics Com New (CAPR)	0.2	$1.9M		79k	24.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.9M	-17%	37k	50.58	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$1.9M	+3%	37k	50.39	View chart
Visa Com Cl A (V)	0.2	$1.9M	-3%	5.4k	343.13	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$1.8M		18k	96.46	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$1.7M	+9%	21k	78.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.7M	+22%	4.5k	368.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.6M	+9%	27k	59.69	View chart
Bank of America Corporation (BAC)	0.1	$1.5M	-3%	27k	56.98	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$1.5M		37k	40.29	View chart
Eli Lilly & Co. (LLY)	0.1	$1.5M		1.2k	1198.99	View chart
Constellation Energy (CEG)	0.1	$1.4M		5.8k	248.36	View chart
Micron Technology (MU)	0.1	$1.4M		1.2k	1154.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.4M	+300%	11k	124.17	View chart
Caterpillar (CAT)	0.1	$1.3M		1.2k	1064.89	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.2M		9.0k	131.60	View chart
BBH TR Sele Lar Cap Etf (BBHL)	0.1	$1.2M		68k	17.40	View chart
McKesson Corporation (MCK)	0.1	$1.1M		1.5k	755.35	View chart
Meta Platforms Cl A (META)	0.1	$1.1M	-7%	2.0k	563.34	View chart
Quanta Services (PWR)	0.1	$1.1M	-8%	1.5k	720.04	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$982k	+99%	1.4k	703.34	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$960k	+5%	8.7k	110.35	View chart
Exxon Mobil Corporation (XOM)	0.1	$943k		6.9k	136.72	View chart
Palantir Technologies Cl A (PLTR)	0.1	$916k	-3%	7.9k	116.67	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$809k		6.1k	132.24	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$804k	+400%	29k	27.41	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.1	$803k		10k	77.87	View chart
Chevron Corporation (CVX)	0.1	$772k	+42%	4.7k	165.78	View chart
Costco Wholesale Corporation (COST)	0.1	$754k		806.00	935.59	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$751k		15k	51.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$725k		9.6k	75.51	View chart
CSX Corporation (CSX)	0.1	$723k		15k	47.53	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$720k		38k	18.87	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$717k		6.0k	118.99	View chart
Exelon Corporation (EXC)	0.1	$706k		15k	46.62	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$682k	-2%	7.8k	87.71	View chart
Wal-Mart Stores (WMT)	0.1	$674k	+3%	5.9k	113.27	View chart
Planet Labs Pbc Com Cl A (PL)	0.1	$672k	-73%	20k	33.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$666k		23k	28.96	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$665k	+4%	5.2k	127.81	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$663k		1.6k	409.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$639k	+119%	8.7k	73.41	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$626k	+500%	7.6k	82.62	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$626k	-29%	1.2k	522.16	View chart
Johnson & Johnson (JNJ)	0.1	$602k	+17%	2.4k	253.97	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$596k	+7%	12k	50.35	View chart
Pepsi (PEP)	0.1	$587k		4.3k	135.39	View chart
Stryker Corporation (SYK)	0.1	$574k		1.8k	314.84	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$551k	-2%	2.3k	242.43	View chart
Raytheon Technologies Corp (RTX)	0.0	$540k	-8%	2.8k	189.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$534k	-8%	11k	50.23	View chart
Tesla Motors (TSLA)	0.0	$529k		1.3k	420.60	View chart
Prologis (PLD)	0.0	$526k		3.9k	135.47	View chart
Ishares Tr Esg Select Scre (XVV)	0.0	$526k		9.3k	56.79	View chart
Ge Aerospace Com New (GE)	0.0	$513k	-6%	1.4k	373.60	View chart
Home Depot (HD)	0.0	$497k	-7%	1.4k	352.68	View chart
Abbvie (ABBV)	0.0	$492k	+7%	2.0k	251.64	View chart
Cummins (CMI)	0.0	$489k		685.00	713.21	View chart
Cisco Systems (CSCO)	0.0	$481k	-3%	4.1k	117.46	View chart
Merck & Co (MRK)	0.0	$480k	-4%	3.7k	128.50	View chart
Lowe's Companies (LOW)	0.0	$475k	-2%	2.2k	220.49	View chart
Palo Alto Networks (PANW)	0.0	$460k	-2%	1.4k	341.02	View chart
Procter & Gamble Company (PG)	0.0	$459k	+3%	3.1k	146.64	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$458k		7.5k	60.79	View chart
T. Rowe Price (TROW)	0.0	$457k	NEW	4.0k	113.69	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$454k	+14%	3.7k	121.43	View chart
Tamboran Res Corp (TBN)	0.0	$439k	NEW	14k	32.51	View chart
Ge Vernova (GEV)	0.0	$428k	-8%	364.00	1175.28	View chart
Yum! Brands (YUM)	0.0	$403k		2.5k	159.84	View chart
Deere & Company (DE)	0.0	$400k	-3%	630.00	634.33	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$386k	NEW	6.6k	58.20	View chart
Union Pacific Corporation (UNP)	0.0	$379k		1.4k	272.00	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$377k	NEW	391.00	965.00	View chart
American Express Company (AXP)	0.0	$375k	-6%	1.1k	338.25	View chart
Coca-Cola Company (KO)	0.0	$370k		4.5k	81.26	View chart
Ea Series Trust Bushido Cap U S (SMRI)	0.0	$366k	-7%	8.9k	41.03	View chart
UnitedHealth (UNH)	0.0	$364k	-11%	875.00	415.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$364k		1.7k	219.43	View chart
Blackrock (BLK)	0.0	$360k	-10%	374.00	961.56	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$358k	-8%	180.00	1989.44	View chart
Evergy (EVRG)	0.0	$357k	+2%	4.1k	86.43	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$355k	-6%	6.6k	53.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$351k	+30%	1.2k	300.45	View chart
Wells Fargo & Company (WFC)	0.0	$340k	-6%	4.1k	82.63	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$333k	+16%	2.2k	154.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$329k		3.8k	85.49	View chart
Vanguard World Utilities Etf (VPU)	0.0	$329k		1.7k	195.73	View chart
Vanguard World Health Car Etf (VHT)	0.0	$326k		1.1k	299.01	View chart
Amgen (AMGN)	0.0	$319k		880.00	362.12	View chart
Citigroup Com New (C)	0.0	$314k	NEW	2.2k	139.94	View chart
Expeditors International of Washington (EXPD)	0.0	$314k		1.9k	162.98	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$313k	NEW	3.8k	82.65	View chart
International Business Machines (IBM)	0.0	$312k	+26%	1.1k	281.26	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$312k		6.9k	45.34	View chart
Goldman Sachs (GS)	0.0	$305k		302.00	1010.38	View chart
Philip Morris International (PM)	0.0	$301k	NEW	1.7k	180.88	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$299k		754.00	396.61	View chart
Vanguard World Energy Etf (VDE)	0.0	$299k		2.0k	150.13	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$296k	+16%	3.6k	82.34	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$284k		1.8k	158.67	View chart
O'reilly Automotive (ORLY)	0.0	$283k		3.1k	92.08	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$277k		8.3k	33.29	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$274k		6.2k	44.36	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.0	$270k	+21%	6.4k	42.28	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$269k		5.6k	48.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$267k	NEW	8.4k	31.71	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$265k		2.9k	90.47	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$264k	+2%	4.5k	58.92	View chart
Simon Property (SPG)	0.0	$263k		1.2k	223.59	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$262k		4.2k	62.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$262k		1.9k	137.54	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$259k		4.9k	53.19	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$256k	NEW	1.2k	221.20	View chart
Oracle Corporation (ORCL)	0.0	$252k		1.7k	146.52	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$251k		1.0k	242.51	View chart
Corning Incorporated (GLW)	0.0	$250k	NEW	980.00	255.43	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$250k	NEW	524.00	477.57	View chart
Lam Research Corp Com New (LRCX)	0.0	$245k	NEW	565.00	433.33	View chart
PNC Financial Services (PNC)	0.0	$240k	NEW	976.00	246.20	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$237k		4.4k	53.47	View chart
Alarm Com Hldgs (ALRM)	0.0	$236k	NEW	5.1k	46.72	View chart
Applied Materials (AMAT)	0.0	$235k	NEW	325.00	724.15	View chart
Ross Stores (ROST)	0.0	$226k	-47%	1.1k	212.85	View chart
Eaton Corp SHS (ETN)	0.0	$225k	-10%	528.00	426.12	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$225k	NEW	571.00	393.96	View chart
Qualcomm (QCOM)	0.0	$224k	NEW	1.2k	184.79	View chart
Duke Energy Corp Com New (DUK)	0.0	$224k		1.8k	126.59	View chart
Nucor Corporation (NUE)	0.0	$223k	NEW	1.0k	222.75	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$220k	+8%	2.7k	79.97	View chart
Intuitive Surgical Com New (ISRG)	0.0	$216k	-27%	543.00	397.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$211k	NEW	2.0k	103.88	View chart
Ameren Corporation (AEE)	0.0	$207k		1.8k	113.04	View chart
Southern Company (SO)	0.0	$207k	-5%	2.2k	95.71	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.0	$206k	NEW	99.00	2080.80	View chart
Broadcom (AVGO)	0.0	$206k	-40%	545.00	377.74	View chart
Waste Management (WM)	0.0	$202k	-4%	908.00	222.81	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$141k		14k	9.81	View chart
Livewire Group *w Exp 09/26/202 (LVWR.WS)	0.0	$230.000000		12k	0.02	View chart

Past Filings by Black Diamond Financial

SEC 13F filings are viewable for Black Diamond Financial going back to 2018

Black Diamond Financial 2026 Q2 filed Aug. 4, 2026
Black Diamond Financial 2026 Q1 filed May 5, 2026
Black Diamond Financial 2025 Q4 filed Feb. 3, 2026
Black Diamond Financial 2025 Q3 filed Nov. 5, 2025
Black Diamond Financial 2025 Q2 filed July 30, 2025
Black Diamond Financial 2025 Q1 filed April 30, 2025
Black Diamond Financial 2024 Q4 filed Feb. 4, 2025
Black Diamond Financial 2024 Q3 filed Nov. 6, 2024
Black Diamond Financial 2024 Q2 filed Aug. 9, 2024
Black Diamond Financial 2024 Q1 filed May 6, 2024
Black Diamond Financial 2023 Q4 filed Feb. 12, 2024
Black Diamond Financial 2023 Q3 filed Nov. 3, 2023
Black Diamond Financial 2023 Q2 filed Aug. 2, 2023
Black Diamond Financial 2023 Q1 filed May 11, 2023
Black Diamond Financial 2022 Q4 filed Feb. 6, 2023
Black Diamond Financial 2022 Q3 filed Nov. 9, 2022

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