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BlackDiamond Wealth Management, LLC

Q2 2026 13F filing

Updated 31 days ago

226 disclosed positions worth $248.9M

Portfolio value
$248.9M
Total holdings
226
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

B

WISDOMTREE TR

Value
$10.1M
Shares
201.1K
% Port
4.08%
S

SPDR SERIES TRUST

Value
$9.8M
Shares
107.7K
% Port
3.94%
A

APPLE INC

Value
$8.4M
Shares
27.2K
% Port
3.37%
M

MICROSOFT CORP

Value
$8.2M
Shares
16.1K
% Port
3.28%
N

NVIDIA CORPORATION

Value
$7.6M
Shares
35.1K
% Port
3.07%
E

ISHARES TR

Value
$6.9M
Shares
40.4K
% Port
2.75%
?
7.N/A

PACER FDS TR

Value
$6M
Shares
127.6K
% Port
2.40%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$5.8M
Shares
113.1K
% Port
2.33%
G

ALPHABET INC

Value
$5.5M
Shares
15.4K
% Port
2.21%
A
10.AMZN

AMAZON COM INC

Value
$5.2M
Shares
18.8K
% Port
2.10%
E
11.ETHA

BLACKROCK ETF TRUST

Value
$4.6M
Shares
65.2K
% Port
1.83%
A
12.AVGO

BROADCOM INC

Value
$3.8M
Shares
9.0K
% Port
1.54%
?
13.N/A

TIDAL TRUST II

Value
$3.3M
Shares
98.5K
% Port
1.34%
E
14.ETHA

ISHARES TR

Value
$3.2M
Shares
25.5K
% Port
1.29%
?
15.N/A

RBB FD INC

Value
$3.1M
Shares
62.6K
% Port
1.26%
?
16.N/A

CAPITAL GRP FIXED INCM ETF T

Value
$3.1M
Shares
119.1K
% Port
1.23%
S

SELECT SECTOR SPDR TR

Value
$3M
Shares
16.2K
% Port
1.21%
J

JPMORGAN CHASE & CO

Value
$3M
Shares
8.2K
% Port
1.19%
V
19.VGES

VANGUARD INTL EQUITY INDEX F

Value
$2.9M
Shares
48.8K
% Port
1.18%
?
20.N/A

EA SERIES TRUST

Value
$2.8M
Shares
24.2K
% Port
1.14%
M
21.META

META PLATFORMS INC

Value
$2.8M
Shares
4.7K
% Port
1.13%
G

ALPHABET INC

Value
$2.8M
Shares
7.8K
% Port
1.11%
C
23.COST

COSTCO WHOLESALE CORPORATION

Value
$2.8M
Shares
2.9K
% Port
1.11%
E
24.ETHA

ISHARES TR

Value
$2.8M
Shares
33.8K
% Port
1.11%
E
25.ETHA

BLACKROCK ETF TRUST II

Value
$2.8M
Shares
52.9K
% Port
1.11%
E
26.ETHA

ISHARES TR

Value
$2.6M
Shares
11.6K
% Port
1.06%
S

SPDR SERIES TRUST

Value
$2.5M
Shares
100.3K
% Port
1.01%
E
28.ETHA

ISHARES TR

Value
$2.5M
Shares
10.0K
% Port
1.01%
?
29.N/A

VALUED ADVISERS TR

Value
$2.5M
Shares
97.8K
% Port
1.01%
J

J P MORGAN EXCHANGE TRADED F

Value
$2.4M
Shares
50.6K
% Port
0.97%
E
31.ETHA

BLACKROCK ETF TRUST

Value
$2.4M
Shares
83.0K
% Port
0.97%
C

CAPITAL GROUP INTERNATIONAL

Value
$2.4M
Shares
61.8K
% Port
0.95%
S
33.SPY

STATE STR SPDR S&P 500 ETF T

Value
$2.2M
Shares
2.8K
% Port
0.87%
?
34.N/A

PALMER SQUARE FUNDS TR

Value
$2M
Shares
97.6K
% Port
0.81%
V
35.VGES

VANGUARD INDEX FDS

Value
$2M
Shares
2.8K
% Port
0.79%
G
36.GLD

WORLD GOLD TR

Value
$2M
Shares
22.6K
% Port
0.79%
I
37.IVZ

INVESCO EXCH TRADED FD TR II

Value
$1.8M
Shares
11.8K
% Port
0.71%
?
38.N/A

TIDAL TRUST I

Value
$1.7M
Shares
62.6K
% Port
0.70%
?
39.N/A

INVESTMENT MANAGERS SER TR I

Value
$1.7M
Shares
81.1K
% Port
0.70%
T
40.TSLA

TESLA INC

Value
$1.7M
Shares
5.1K
% Port
0.68%
A
41.AMD

ADVANCED MICRO DEVICES INC

Value
$1.7M
Shares
3.5K
% Port
0.67%
M
42.MU

MICRON TECHNOLOGY INC

Value
$1.6M
Shares
1.9K
% Port
0.66%
B

BERKSHIRE HATHAWAY INC DEL

Value
$1.6M
Shares
3.1K
% Port
0.65%
?
44.N/A

COSTCO WHOLESALE CORPORATION

Value
$1.5M
Shares
1.6K
% Port
0.61%
L
45.LLY

ELI LILLY & CO

Value
$1.5M
Shares
1.2K
% Port
0.60%
?
46.N/A

SPDR SERIES TRUST

Value
$1.5M
Shares
59.6K
% Port
0.58%
E
47.ETHA

BLACKROCK ETF TRUST

Value
$1.4M
Shares
32.7K
% Port
0.58%
T

TEVA PHARMACEUTICAL INDS LTD

Value
$1.4M
Shares
37.5K
% Port
0.54%
X
49.XOM

EXXON MOBIL CORP

Value
$1.3M
Shares
8.4K
% Port
0.54%
?
50.N/A

STRATEGIC TRUST

Value
$1.3M
Shares
37.4K
% Port
0.53%