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Advisor Managed Portfolios shares owned by BlackDiamond Wealth Management

Quarter-by-quarter ownership of Advisor Managed Portfolios (MBSX) shares owned by BlackDiamond Wealth Management from 13F filings

Historical chart of BlackDiamond Wealth Management investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Advisor Managed Portfolios held by BlackDiamond Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by BlackDiamond Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $804k 31k 26.22

More positions owned by BlackDiamond Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Alphabet Cap Stk Cl A (GOOGL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ishares Tr Eafe Value Etf (EFV)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for BlackDiamond Wealth Management

Top funds holding Advisor Managed Portfolios

Castleview Partners
Auour Investments
Camarda Wealth Advisory
BlackDiamond Wealth Management
Jane Street
Susquehanna International
UBS Group

View all funds holding Advisor Managed Portfolios