BlackDiamond Wealth Management
Latest statistics and disclosures from BlackDiamond Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, AAPL, USFR, MSFT, ITOT, and represent 17.36% of BlackDiamond Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MSFT, XLK, SPMO, AVEM, AAPL, MBSX, IEMG, NFLX, CINF, ABBV.
- Started 32 new stock positions in XLE, EWY, BA, FTAI, SCHG, FTF, GLW, MBSX, IXUS, KLAC.
- Reduced shares in these 10 stocks: USFR, SPYM, BOXX, EFG, QUAL, EFV, JEPQ, COST, QQQM, PSQO.
- Sold out of its positions in BOW, FDD, SAIC, NOW, HIGH, UBER, LIN.
- BlackDiamond Wealth Management was a net buyer of stock by $15M.
- BlackDiamond Wealth Management has $205M in assets under management (AUM), dropping by 11.97%.
- Central Index Key (CIK): 0001903059
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Portfolio Holdings for BlackDiamond Wealth Management
BlackDiamond Wealth Management holds 200 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 4.0 | $8.3M | -12% | 101k | 81.65 |
|
| Apple (AAPL) | 3.7 | $7.6M | +16% | 28k | 274.62 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 3.6 | $7.5M | -22% | 148k | 50.39 |
|
| Microsoft Corporation (MSFT) | 3.1 | $6.4M | +28% | 16k | 413.60 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.9 | $5.9M | +8% | 39k | 151.90 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $5.6M | +9% | 30k | 190.04 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 2.5 | $5.2M | +9% | 121k | 43.06 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 2.4 | $4.9M | +6% | 108k | 45.64 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $4.6M | +6% | 14k | 324.32 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.1 | $4.2M | +8% | 69k | 61.95 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $3.9M | +12% | 67k | 57.75 |
|
| Amazon (AMZN) | 1.9 | $3.8M | +2% | 18k | 208.72 |
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 1.8 | $3.7M | -8% | 146k | 25.22 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.6 | $3.4M | -14% | 43k | 78.63 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.6 | $3.4M | 34k | 100.58 |
|
|
| Meta Platforms Cl A (META) | 1.5 | $3.0M | +7% | 4.5k | 677.22 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 1.5 | $3.0M | -19% | 26k | 115.59 |
|
| Costco Wholesale Corporation (COST) | 1.4 | $2.9M | -15% | 2.9k | 997.50 |
|
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 1.4 | $2.8M | -6% | 109k | 26.07 |
|
| Tidal Trust Ii Return Stckd Us (RSST) | 1.4 | $2.8M | +4% | 92k | 30.50 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.3 | $2.8M | +102% | 19k | 143.35 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.7M | -10% | 8.4k | 322.11 |
|
| Broadcom (AVGO) | 1.2 | $2.5M | +12% | 7.4k | 343.94 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $2.5M | -21% | 12k | 204.03 |
|
| Capital Group International SHS (CGIE) | 1.2 | $2.4M | +5% | 65k | 36.65 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.3M | +14% | 7.2k | 324.41 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 1.0 | $2.0M | +18% | 81k | 25.25 |
|
| Strategic Trust Running Gwth Etf (RUNN) | 1.0 | $2.0M | -10% | 57k | 34.87 |
|
| Valued Advisers Tr Regan Fltg Rate (MBSF) | 1.0 | $2.0M | +2% | 77k | 25.71 |
|
| Tesla Motors (TSLA) | 1.0 | $2.0M | +23% | 4.7k | 417.32 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.9M | +3% | 2.8k | 693.88 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.9 | $1.9M | +4% | 35k | 52.99 |
|
| Palmer Square Funds Trust Cr Opportunities (PSQO) | 0.9 | $1.9M | -18% | 90k | 20.73 |
|
| Ea Series Trust Astoria Us Equal (ROE) | 0.9 | $1.8M | -16% | 47k | 37.39 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.8 | $1.7M | -7% | 36k | 49.08 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $1.7M | 2.6k | 638.29 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.8 | $1.6M | +17% | 7.0k | 234.85 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.5M | +5% | 2.9k | 498.08 |
|
| Ea Series Trust Ea Astoria Dynmc (AGGA) | 0.7 | $1.4M | +9% | 57k | 25.31 |
|
| Investment Managers Ser Tr I Astoria Real (PPI) | 0.7 | $1.4M | +6% | 68k | 20.72 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $1.4M | +128% | 19k | 74.24 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.6 | $1.3M | NEW | 11k | 121.49 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.3M | -30% | 22k | 58.48 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.3M | +4% | 1.2k | 1044.68 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $1.2M | NEW | 14k | 85.63 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.6 | $1.2M | +11% | 34k | 35.34 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.2M | +77% | 7.6k | 151.21 |
|
| Johnson & Johnson (JNJ) | 0.5 | $1.1M | -3% | 4.7k | 238.62 |
|
| Abbvie (ABBV) | 0.5 | $1.1M | +130% | 5.0k | 223.28 |
|
| Ea Series Trust Alpha Architect (CAOS) | 0.5 | $1.1M | +18% | 12k | 90.33 |
|
| Vanguard World Extended Dur (EDV) | 0.5 | $1.0M | +24% | 15k | 65.56 |
|
| Wal-Mart Stores (WMT) | 0.5 | $966k | +4% | 7.5k | 129.01 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $962k | +37% | 9.9k | 97.02 |
|
| Procter & Gamble Company (PG) | 0.4 | $874k | +114% | 5.6k | 157.33 |
|
| Visa Com Cl A (V) | 0.4 | $866k | +8% | 2.7k | 325.59 |
|
| McDonald's Corporation (MCD) | 0.4 | $836k | +20% | 2.6k | 325.66 |
|
| Rbc Cad (RY) | 0.4 | $811k | 4.7k | 174.16 |
|
|
| Advisor Managed Portfolios Regan Fixed Rate (MBSX) | 0.4 | $804k | NEW | 31k | 26.22 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $730k | +34% | 15k | 50.32 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $724k | +37% | 1.4k | 535.33 |
|
| Netflix (NFLX) | 0.3 | $712k | +1019% | 8.7k | 81.47 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $712k | +2% | 26k | 27.38 |
|
| Advanced Micro Devices (AMD) | 0.3 | $710k | -10% | 3.3k | 216.00 |
|
| Cummins (CMI) | 0.3 | $683k | 1.1k | 601.15 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $672k | -50% | 5.5k | 121.54 |
|
| Cisco Systems (CSCO) | 0.3 | $653k | -7% | 7.5k | 86.78 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.3 | $650k | +12% | 5.0k | 129.75 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $643k | -7% | 16k | 40.11 |
|
| Cincinnati Financial Corporation (CINF) | 0.3 | $639k | NEW | 3.8k | 168.70 |
|
| Wells Fargo & Company (WFC) | 0.3 | $633k | 6.7k | 94.60 |
|
|
| Home Depot (HD) | 0.3 | $625k | -3% | 1.6k | 380.95 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $620k | -42% | 2.4k | 252.94 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.3 | $612k | +32% | 12k | 50.27 |
|
| Ishares Silver Tr Ishares (SLV) | 0.3 | $609k | NEW | 8.0k | 76.04 |
|
| Caci Intl Cl A (CACI) | 0.3 | $597k | NEW | 937.00 | 637.27 |
|
| TJX Companies (TJX) | 0.3 | $596k | +8% | 3.8k | 156.24 |
|
| Coca-Cola Company (KO) | 0.3 | $586k | +34% | 7.5k | 77.97 |
|
| Micron Technology (MU) | 0.3 | $585k | -4% | 1.5k | 383.50 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $557k | -9% | 11k | 51.07 |
|
| MetLife (MET) | 0.3 | $550k | 7.2k | 76.28 |
|
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.3 | $550k | 11k | 49.55 |
|
|
| Lam Research Corp Com New (LRCX) | 0.3 | $548k | 2.4k | 229.28 |
|
|
| Ishares Tr Msci China Etf (MCHI) | 0.3 | $546k | +5% | 8.8k | 61.97 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $537k | +19% | 3.8k | 142.91 |
|
| Intel Corporation (INTC) | 0.3 | $534k | +67% | 11k | 50.24 |
|
| Bank of America Corporation (BAC) | 0.3 | $517k | +11% | 9.2k | 56.41 |
|
| Tidal Trust I Foliobeyond Alte (RISR) | 0.2 | $510k | -8% | 14k | 36.09 |
|
| Lincoln National Corporation (LNC) | 0.2 | $509k | 13k | 39.69 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $505k | +23% | 10k | 50.68 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.2 | $503k | +5% | 10k | 50.33 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.2 | $497k | +13% | 4.9k | 102.38 |
|
| Caterpillar (CAT) | 0.2 | $489k | 658.00 | 742.44 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $487k | +7% | 1.5k | 316.74 |
|
| Tidal Trust Ii Return Stacked U (RSSY) | 0.2 | $476k | 24k | 20.22 |
|
|
| Deere & Company (DE) | 0.2 | $448k | 765.00 | 585.77 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $444k | +14% | 2.8k | 156.59 |
|
| Applied Materials (AMAT) | 0.2 | $441k | 1.3k | 330.57 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $441k | NEW | 4.0k | 111.07 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $440k | +13% | 7.3k | 60.51 |
|
| Merck & Co (MRK) | 0.2 | $438k | +6% | 3.7k | 117.64 |
|
| Keysight Technologies (KEYS) | 0.2 | $438k | -3% | 1.9k | 235.93 |
|
| General Dynamics Corporation (GD) | 0.2 | $428k | 1.2k | 360.20 |
|
|
| Williams Companies (WMB) | 0.2 | $419k | +4% | 6.2k | 67.85 |
|
| Philip Morris International (PM) | 0.2 | $416k | +2% | 2.3k | 181.83 |
|
| PNC Financial Services (PNC) | 0.2 | $415k | NEW | 1.7k | 240.95 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $408k | -8% | 814.00 | 501.11 |
|
| Pepsi (PEP) | 0.2 | $408k | -5% | 2.4k | 166.49 |
|
| Chubb (CB) | 0.2 | $404k | 1.2k | 326.17 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $401k | 575.00 | 697.09 |
|
|
| Booking Holdings (BKNG) | 0.2 | $398k | +17% | 94.00 | 4237.05 |
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $394k | -12% | 3.1k | 127.61 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $384k | NEW | 4.2k | 92.14 |
|
| salesforce (CRM) | 0.2 | $383k | +12% | 2.0k | 194.03 |
|
| Ge Vernova (GEV) | 0.2 | $378k | +2% | 471.00 | 801.54 |
|
| At&t (T) | 0.2 | $370k | -4% | 14k | 27.11 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $367k | +4% | 3.4k | 107.21 |
|
| International Business Machines (IBM) | 0.2 | $364k | +10% | 1.2k | 296.34 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $361k | -26% | 1.7k | 218.77 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $358k | 1.8k | 196.19 |
|
|
| Ishares Msci World Etf (URTH) | 0.2 | $354k | +45% | 1.8k | 191.84 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.2 | $353k | NEW | 2.8k | 126.05 |
|
| Amgen (AMGN) | 0.2 | $352k | -3% | 936.00 | 375.82 |
|
| UnitedHealth (UNH) | 0.2 | $350k | +9% | 1.3k | 275.71 |
|
| Emerson Electric (EMR) | 0.2 | $348k | NEW | 2.2k | 160.01 |
|
| Chevron Corporation (CVX) | 0.2 | $347k | +9% | 1.9k | 182.60 |
|
| Waste Management (WM) | 0.2 | $347k | 1.5k | 230.49 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $347k | +35% | 2.0k | 173.72 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $342k | NEW | 6.4k | 53.64 |
|
| Qualcomm (QCOM) | 0.2 | $337k | +18% | 2.4k | 138.92 |
|
| Morgan Stanley Com New (MS) | 0.2 | $336k | 1.8k | 182.35 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $332k | -13% | 442.00 | 751.47 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $328k | +6% | 2.7k | 120.73 |
|
| Walt Disney Company (DIS) | 0.2 | $327k | +6% | 3.1k | 107.14 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.2 | $324k | 8.2k | 39.40 |
|
|
| Ishares Tr Asia 50 Etf (AIA) | 0.2 | $322k | 2.9k | 110.58 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $322k | NEW | 3.2k | 100.45 |
|
| Goldman Sachs (GS) | 0.2 | $318k | +5% | 337.00 | 943.62 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $317k | -6% | 3.0k | 106.09 |
|
| First Industrial Realty Trust (FR) | 0.2 | $316k | 5.3k | 59.62 |
|
|
| Aon Shs Cl A (AON) | 0.2 | $316k | +4% | 1.0k | 310.34 |
|
| Copart (CPRT) | 0.2 | $314k | +14% | 7.8k | 40.30 |
|
| Labcorp Holdings Com Shs (LH) | 0.2 | $311k | -2% | 1.1k | 273.94 |
|
| Corning Incorporated (GLW) | 0.1 | $305k | NEW | 2.3k | 131.41 |
|
| Union Pacific Corporation (UNP) | 0.1 | $301k | -3% | 1.2k | 254.34 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $300k | +3% | 608.00 | 492.84 |
|
| Ishares Msci Israel Etf (EIS) | 0.1 | $297k | 2.5k | 121.33 |
|
|
| A2z Cust2mate Solutions Corp (AZ) | 0.1 | $296k | +315% | 46k | 6.45 |
|
| Citigroup Com New (C) | 0.1 | $296k | -4% | 2.4k | 123.76 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $295k | NEW | 13k | 23.42 |
|
| Federal Agric Mtg Corp CL C (AGM) | 0.1 | $293k | -3% | 1.6k | 177.35 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $292k | 1.5k | 196.32 |
|
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $291k | +2% | 4.2k | 68.48 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $288k | +19% | 3.9k | 74.25 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $278k | +10% | 1.2k | 236.76 |
|
| New York Times Cl A (NYT) | 0.1 | $274k | 4.0k | 68.66 |
|
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $272k | -16% | 5.4k | 50.50 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $270k | +16% | 5.8k | 46.75 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $270k | 5.3k | 50.67 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $268k | -14% | 1.9k | 144.20 |
|
| Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) | 0.1 | $265k | +2% | 31k | 8.66 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $265k | NEW | 1.8k | 147.41 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $264k | NEW | 574.00 | 460.38 |
|
| Gilead Sciences (GILD) | 0.1 | $262k | -23% | 1.7k | 151.68 |
|
| Kla Corp Com New (KLAC) | 0.1 | $262k | NEW | 182.00 | 1440.16 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $256k | -11% | 3.4k | 75.72 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $253k | -5% | 1.2k | 204.31 |
|
| Intuit (INTU) | 0.1 | $251k | +10% | 574.00 | 437.50 |
|
| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $251k | +8% | 5.3k | 47.02 |
|
| Ishares Msci Japan Etf (EWJ) | 0.1 | $251k | NEW | 2.7k | 91.29 |
|
| Xylem (XYL) | 0.1 | $250k | -2% | 1.8k | 140.23 |
|
| Howmet Aerospace (HWM) | 0.1 | $249k | +2% | 1.1k | 225.15 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $247k | NEW | 1.5k | 163.64 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $242k | 705.00 | 342.68 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $239k | -4% | 894.00 | 266.90 |
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $237k | -19% | 2.7k | 88.98 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $235k | -19% | 4.4k | 53.04 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $232k | NEW | 1.6k | 147.68 |
|
| Honeywell International (HON) | 0.1 | $231k | -8% | 961.00 | 239.84 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.1 | $230k | NEW | 2.9k | 78.81 |
|
| Bank Ozk (OZK) | 0.1 | $230k | 4.5k | 51.29 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $229k | NEW | 3.8k | 60.77 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $224k | 13k | 17.78 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.1 | $223k | -17% | 1.8k | 126.12 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $221k | NEW | 2.6k | 85.06 |
|
| RBB Fm Ultrashort Tr (RBIL) | 0.1 | $220k | 4.4k | 49.78 |
|
|
| American Express Company (AXP) | 0.1 | $212k | NEW | 589.00 | 359.66 |
|
| Verizon Communications (VZ) | 0.1 | $211k | -6% | 4.5k | 47.02 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $210k | -18% | 1.5k | 141.74 |
|
| Ssga Active Tr State Street Dou (EMTL) | 0.1 | $210k | -20% | 4.9k | 43.09 |
|
| Lowe's Companies (LOW) | 0.1 | $209k | NEW | 756.00 | 276.89 |
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.1 | $208k | -5% | 10k | 20.19 |
|
| Marvell Technology (MRVL) | 0.1 | $207k | +5% | 2.5k | 82.35 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $205k | NEW | 6.5k | 31.42 |
|
| Hexcel Corporation (HXL) | 0.1 | $203k | NEW | 2.4k | 86.06 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $203k | NEW | 371.00 | 546.76 |
|
| Boeing Company (BA) | 0.1 | $203k | NEW | 828.00 | 244.79 |
|
| Ftai Aviation SHS (FTAI) | 0.1 | $202k | NEW | 735.00 | 275.38 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.1 | $150k | 10k | 14.69 |
|
|
| Patriot Natl Bancorp Com New (PNBK) | 0.0 | $72k | 50k | 1.44 |
|
|
| Franklin Templeton (FTF) | 0.0 | $63k | NEW | 10k | 6.22 |
|
Past Filings by BlackDiamond Wealth Management
SEC 13F filings are viewable for BlackDiamond Wealth Management going back to 2021
- BlackDiamond Wealth Management 2025 Q4 filed Feb. 10, 2026
- BlackDiamond Wealth Management 2025 Q3 filed Nov. 12, 2025
- BlackDiamond Wealth Management 2025 Q2 filed Aug. 13, 2025
- BlackDiamond Wealth Management 2025 Q1 filed May 13, 2025
- BlackDiamond Wealth Management 2024 Q4 filed Feb. 10, 2025
- BlackDiamond Wealth Management 2024 Q3 filed Nov. 14, 2024
- BlackDiamond Wealth Management 2024 Q2 filed Aug. 13, 2024
- BlackDiamond Wealth Management 2024 Q1 filed May 13, 2024
- BlackDiamond Wealth Management 2023 Q4 filed Feb. 9, 2024
- BlackDiamond Wealth Management 2023 Q3 filed Nov. 1, 2023
- BlackDiamond Wealth Management 2023 Q2 filed July 31, 2023
- BlackDiamond Wealth Management 2023 Q1 filed May 2, 2023
- BlackDiamond Wealth Management 2022 Q4 filed Jan. 18, 2023
- BlackDiamond Wealth Management 2022 Q3 filed Oct. 26, 2022
- BlackDiamond Wealth Management 2022 Q2 filed July 22, 2022
- BlackDiamond Wealth Management 2022 Q1 filed May 4, 2022