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BlackDiamond Wealth Management

Latest statistics and disclosures from BlackDiamond Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are USFR, SPYM, AAPL, MSFT, ITOT, and represent 20.51% of BlackDiamond Wealth Management's stock portfolio.
Added to shares of these 10 stocks: USFR (+$7.5M), EFG, SPYM, SPIP, RBIL, TEVA, IALT, Costco Whsl Corp New option, FRDM, ITA.
Started 20 new stock positions in ADI, BITW, Costco Whsl Corp New option, MPWR, ETN, SPIP, NEE, PFE, IALT, QGRO. BIV, SCHB, AGH, FRDM, TEL, TSM, TEVA, PTON, EMXC, LIN.
Reduced shares in these 10 stocks: UCON, AGGA, GLDM, IEMG, , GRNY, DYNF, FXI, SGOV, SLV.
Sold out of its positions in ADBE, AXP, APP, BA, FSMB, FTF, HXL, FXI, IGV, MCHI. SGOV, LOW, EMTL, SCHG, TMO, ACN, FTAI.
BlackDiamond Wealth Management was a net buyer of stock by $14M.
BlackDiamond Wealth Management has $208M in assets under management (AUM), dropping by 1.43%.
Central Index Key (CIK): 0001903059

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Portfolio Holdings for BlackDiamond Wealth Management

BlackDiamond Wealth Management holds 203 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	7.2	$15M	+100%	298k	50.34	View chart
Spdr Series Trust State Street Spd (SPYM)	4.6	$9.5M	+22%	124k	76.54	View chart
Apple (AAPL)	3.3	$6.9M		27k	253.79	View chart
Microsoft Corporation (MSFT)	2.8	$5.8M		16k	370.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.6	$5.5M		38k	142.43	View chart
NVIDIA Corporation (NVDA)	2.5	$5.1M		29k	174.40	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	2.4	$5.0M	+3%	125k	40.14	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.3	$4.7M	+2%	111k	42.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$4.1M		14k	287.56	View chart
Amazon (AMZN)	1.9	$3.9M		19k	208.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$3.7M		68k	54.05	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.7	$3.6M	-9%	62k	58.18	View chart
Ishares Tr Eafe Value Etf (EFV)	1.5	$3.2M		42k	74.35	View chart
Costco Wholesale Corporation (COST)	1.4	$2.9M		3.0k	996.36	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.4	$2.9M	-4%	25k	116.29	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	1.4	$2.8M		110k	25.79	View chart
Tidal Trust Ii Return Stckd Us (RSST)	1.3	$2.6M		93k	28.28	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.2	$2.6M		19k	132.90	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$2.6M	+314%	23k	111.37	View chart
Meta Platforms Cl A (META)	1.2	$2.5M		4.4k	572.13	View chart
JPMorgan Chase & Co. (JPM)	1.2	$2.4M	-2%	8.3k	294.17	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.1	$2.3M	-26%	25k	92.69	View chart
Capital Group International SHS (CGIE)	1.1	$2.3M	+3%	67k	33.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$2.3M	-2%	12k	191.82	View chart
Broadcom (AVGO)	1.1	$2.2M	-2%	7.1k	309.51	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$2.1M		7.2k	286.88	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.0	$2.1M	+36%	9.5k	218.75	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.0	$2.1M	+12%	40k	51.93	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	1.0	$2.0M	+3%	80k	25.51	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.9	$2.0M	+15%	41k	47.82	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.9	$1.9M		58k	32.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$1.9M		2.9k	650.27	View chart
Tesla Motors (TSLA)	0.9	$1.8M	+3%	4.8k	371.75	View chart
Palmer Square Funds Tr Cr Opportunities (PSQO)	0.9	$1.8M	-3%	87k	20.52	View chart
RBB Fm Ultrashort Tr (RBIL)	0.8	$1.8M	+690%	35k	50.08	View chart
Ea Series Trust Astoria Us Equal (ROE)	0.8	$1.7M		47k	35.43	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	0.8	$1.6M	+15%	78k	20.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.6M		2.7k	597.46	View chart
Spdr Series Trust State Street Spd (SPIP)	0.8	$1.6M	NEW	60k	26.01	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.7	$1.5M	-24%	61k	23.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.4M		3.0k	479.20	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$1.4M	+11%	12k	112.11	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.4M	+5%	8.1k	169.66	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$1.4M	+18%	17k	80.58	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$1.3M	+10%	24k	55.52	View chart
Johnson & Johnson (JNJ)	0.6	$1.2M	+2%	4.8k	244.42	View chart
Eli Lilly & Co. (LLY)	0.6	$1.2M	+4%	1.3k	919.78	View chart
Abbvie (ABBV)	0.5	$1.1M		5.0k	217.51	View chart
Ea Series Trust Alpha Architect (CAOS)	0.5	$1.1M	+2%	12k	90.76	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.5	$1.1M	-3%	32k	32.95	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.5	$1.1M	NEW	35k	30.12	View chart
Vanguard World Extended Dur (EDV)	0.5	$1.0M	+3%	16k	64.95	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.5	$966k	-73%	39k	24.77	View chart
Wal-Mart Stores (WMT)	0.5	$940k		7.6k	124.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$905k		10k	90.53	View chart
Advisor Managed Portfolios Regan Fixed Rate (MBSX)	0.4	$892k	+3%	32k	28.17	View chart
Blackrock Etf Trust Ishares Systemat (IALT)	0.4	$832k	NEW	31k	27.27	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$830k	+34%	22k	38.42	View chart
Procter & Gamble Company (PG)	0.4	$826k	+2%	5.7k	144.44	View chart
McDonald's Corporation (MCD)	0.4	$812k		2.6k	310.85	View chart
Netflix (NFLX)	0.4	$798k	-5%	8.3k	96.15	View chart
Costco Wholesale Corporation Put Put Option (Principal)	0.4	$797k	NEW	800.00	996.43	View chart
Visa Com Cl A (V)	0.4	$789k		2.6k	302.26	View chart
Rbc Cad (RY)	0.4	$753k		4.7k	161.78	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.3	$709k	NEW	13k	54.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$700k	+4%	27k	25.64	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$700k	+2%	15k	46.91	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$697k	-45%	10k	69.75	View chart
Advanced Micro Devices (AMD)	0.3	$676k		3.3k	203.43	View chart
Mastercard Incorporated Cl A (MA)	0.3	$660k	-2%	1.3k	499.66	View chart
Cisco Systems (CSCO)	0.3	$633k	+8%	8.2k	77.59	View chart
TJX Companies (TJX)	0.3	$631k	+3%	3.9k	159.70	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$628k	+7%	2.6k	237.66	View chart
PNC Financial Services (PNC)	0.3	$625k	+74%	3.0k	208.09	View chart
Cummins (CMI)	0.3	$617k		1.1k	537.95	View chart
Cincinnati Financial Corporation (CINF)	0.3	$597k		3.8k	157.35	View chart
Micron Technology (MU)	0.3	$595k	+15%	1.8k	337.84	View chart
Coca-Cola Company (KO)	0.3	$587k	+2%	7.7k	76.05	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.3	$574k	+4%	12k	49.52	View chart
Palantir Technologies Cl A (PLTR)	0.3	$552k		3.8k	146.28	View chart
Home Depot (HD)	0.3	$550k		1.7k	328.93	View chart
Lam Research Corp Com New (LRCX)	0.3	$549k	+7%	2.6k	213.66	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$549k		11k	50.98	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.3	$547k	-10%	11k	50.33	View chart
Applied Materials (AMAT)	0.3	$536k	+17%	1.6k	341.79	View chart
Wells Fargo & Company (WFC)	0.3	$529k		6.6k	79.61	View chart
Caci Intl Cl A (CACI)	0.3	$527k	+3%	969.00	543.87	View chart
Tidal Trust I Foliobeyond Alte (RISR)	0.3	$526k	+2%	15k	36.22	View chart
Tidal Trust Ii Return Stacked U (RSSY)	0.3	$524k		24k	22.24	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$522k	+4%	10k	50.12	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$520k	-14%	4.3k	120.97	View chart
MetLife (MET)	0.2	$515k		7.3k	70.72	View chart
Caterpillar (CAT)	0.2	$508k	+8%	716.00	708.75	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.2	$507k	+8%	5.3k	96.29	View chart
Deere & Company (DE)	0.2	$506k	+17%	898.00	563.38	View chart
Intel Corporation (INTC)	0.2	$501k	+6%	11k	44.13	View chart
Williams Companies (WMB)	0.2	$475k	+5%	6.5k	72.78	View chart
Chevron Corporation (CVX)	0.2	$464k	+17%	2.2k	206.90	View chart
Oracle Corporation (ORCL)	0.2	$464k	+11%	3.2k	147.11	View chart
Keysight Technologies (KEYS)	0.2	$455k	-13%	1.6k	282.37	View chart
Lincoln National Corporation (LNC)	0.2	$448k		13k	35.50	View chart
Ge Aerospace Com New (GE)	0.2	$441k		1.6k	283.77	View chart
Ge Vernova (GEV)	0.2	$430k	+4%	493.00	872.90	View chart
General Dynamics Corporation (GD)	0.2	$428k	+5%	1.2k	343.31	View chart
Merck & Co (MRK)	0.2	$427k	-4%	3.6k	120.28	View chart
Ishares Msci Sth Kor Etf (EWY)	0.2	$419k	+21%	3.4k	123.01	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$418k		7.4k	56.79	View chart
Bank of America Corporation (BAC)	0.2	$414k	-7%	8.5k	48.75	View chart
Abbott Laboratories (ABT)	0.2	$412k		4.0k	102.67	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$412k	+9%	890.00	463.14	View chart
Chubb (CB)	0.2	$411k		1.3k	325.93	View chart
Philip Morris International (PM)	0.2	$408k	+8%	2.5k	165.34	View chart
Pepsi (PEP)	0.2	$406k	+6%	2.6k	155.30	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$404k	-19%	8.0k	50.37	View chart
At&t (T)	0.2	$394k		14k	28.99	View chart
Raytheon Technologies Corp (RTX)	0.2	$377k	+7%	2.0k	192.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$373k		571.00	653.21	View chart
Bank of New York Mellon Corporation (BK)	0.2	$363k		3.1k	118.63	View chart
A2z Cust2mate Solutions Corp (AZ)	0.2	$362k	+18%	54k	6.67	View chart
UnitedHealth (UNH)	0.2	$355k	+3%	1.3k	270.61	View chart
Waste Management (WM)	0.2	$350k		1.5k	229.81	View chart
Amgen (AMGN)	0.2	$349k	+5%	992.00	351.85	View chart
Ishares Msci World Etf (URTH)	0.2	$345k	+3%	1.9k	180.02	View chart
Texas Instruments Incorporated (TXN)	0.2	$343k	+6%	1.8k	194.14	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	0.2	$337k	-76%	13k	25.13	View chart
New York Times Co Mtn Be Cl A (NYT)	0.2	$330k		3.9k	83.73	View chart
Gilead Sciences (GILD)	0.2	$330k	+36%	2.4k	139.37	View chart
Ishares Tr Asia 50 Etf (AIA)	0.2	$328k	+6%	3.1k	106.15	View chart
Aon Shs Cl A (AON)	0.2	$324k		1.0k	322.78	View chart
Charles Schwab Corporation (SCHW)	0.2	$322k		3.4k	93.98	View chart
Newmont Mining Corporation (NEM)	0.2	$321k	+8%	3.0k	108.25	View chart
Union Pacific Corporation (UNP)	0.2	$319k	+11%	1.3k	242.62	View chart
salesforce (CRM)	0.2	$318k	-13%	1.7k	186.67	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$308k		442.00	697.72	View chart
First Industrial Realty Trust (FR)	0.1	$307k		5.3k	57.85	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$307k	+23%	2.2k	138.37	View chart
Kla Corp Com New (KLAC)	0.1	$305k	+13%	207.00	1472.41	View chart
Labcorp Holdings Com Shs (LH)	0.1	$303k		1.1k	266.79	View chart
Morgan Stanley Com New (MS)	0.1	$301k		1.8k	164.57	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$300k	+2%	13k	23.22	View chart
Verizon Communications (VZ)	0.1	$298k	+32%	5.9k	50.20	View chart
Amphenol Corp Cl A (APH)	0.1	$298k	+26%	2.4k	126.35	View chart
International Business Machines (IBM)	0.1	$298k		1.2k	242.39	View chart
Marathon Petroleum Corp (MPC)	0.1	$295k	-2%	1.2k	244.26	View chart
Walt Disney Company (DIS)	0.1	$294k		3.0k	96.39	View chart
Goldman Sachs (GS)	0.1	$293k	+2%	346.00	845.99	View chart
Emerson Electric (EMR)	0.1	$288k		2.2k	131.02	View chart
Booking Holdings (BKNG)	0.1	$286k	-27%	68.00	4210.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$286k		3.9k	73.64	View chart
Ishares Msci Israel Etf (EIS)	0.1	$284k		2.5k	116.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$282k	+4%	5.6k	50.61	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$280k	-4%	2.9k	97.91	View chart
Qualcomm (QCOM)	0.1	$280k	-10%	2.2k	128.78	View chart
Honeywell International (HON)	0.1	$278k	+27%	1.2k	226.03	View chart
Analog Devices (ADI)	0.1	$276k	NEW	866.00	318.14	View chart
Corning Incorporated (GLW)	0.1	$275k	-12%	2.0k	136.00	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$271k	NEW	11k	25.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$270k		1.5k	181.42	View chart
Howmet Aerospace (HWM)	0.1	$269k	+5%	1.2k	230.46	View chart
Citigroup Com New (C)	0.1	$269k		2.4k	113.41	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$269k	-25%	3.1k	86.64	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.1	$267k		4.3k	62.08	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$259k		5.8k	44.87	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$254k	-6%	5.0k	50.34	View chart
Intuitive Surgical Com New (ISRG)	0.1	$252k	-10%	547.00	460.99	View chart
Federal Agric Mtg Corp CL C (AGM)	0.1	$250k	+2%	1.7k	148.31	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$249k	-54%	3.7k	68.14	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$248k		5.4k	45.56	View chart
Arista Networks Com Shs (ANET)	0.1	$247k	+35%	2.0k	122.78	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$243k	-24%	1.5k	161.76	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$239k		3.4k	70.91	View chart
Copart (CPRT)	0.1	$238k	-7%	7.2k	33.20	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$236k	NEW	3.1k	77.18	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$232k	+6%	1.7k	138.32	View chart
Pfizer (PFE)	0.1	$231k	NEW	8.2k	28.08	View chart
Bristol Myers Squibb (BMY)	0.1	$230k		3.8k	60.65	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$229k		2.7k	84.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$226k		705.00	320.85	View chart
Marvell Technology (MRVL)	0.1	$226k	-9%	2.3k	99.05	View chart
Intuit (INTU)	0.1	$224k	-9%	518.00	432.38	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$224k		2.6k	84.66	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$224k	NEW	662.00	337.95	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$222k		1.7k	127.74	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$222k		4.4k	50.04	View chart
Xylem (XYL)	0.1	$221k	+3%	1.8k	119.53	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.1	$221k	-14%	26k	8.46	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$220k	NEW	2.1k	105.04	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$219k		2.9k	74.83	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$219k	NEW	2.8k	78.66	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$216k		13k	17.15	View chart
Eaton Corp SHS (ETN)	0.1	$216k	NEW	604.00	357.67	View chart
Linde SHS (LIN)	0.1	$215k	NEW	434.00	495.76	View chart
Nextera Energy (NEE)	0.1	$214k	NEW	2.3k	92.88	View chart
Expeditors International of Washington (EXPD)	0.1	$213k		1.5k	143.23	View chart
Te Connectivity Ord Shs (TEL)	0.1	$210k	NEW	1.0k	209.02	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$205k	-47%	3.3k	61.25	View chart
Bank Ozk (OZK)	0.1	$204k		4.5k	45.88	View chart
Monolithic Power Systems (MPWR)	0.1	$201k	NEW	184.00	1093.35	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.1	$201k	NEW	4.5k	44.61	View chart
Rivian Automotive Com Cl A (RIVN)	0.1	$153k		10k	15.05	View chart
Patriot Natl Bancorp Com New (PNBK)	0.0	$65k		50k	1.29	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$47k	NEW	11k	4.29	View chart
Aureus Greenway Hldgs (AGH)	0.0	$34k	NEW	10k	3.39	View chart

Past Filings by BlackDiamond Wealth Management

SEC 13F filings are viewable for BlackDiamond Wealth Management going back to 2021

BlackDiamond Wealth Management 2026 Q1 filed May 12, 2026
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

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