Black Diamond Financial, LLC: 13F holdings
CIK 17592362026Q2
| Positions | 198 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 198 (+13 vs prior quarter) |
|---|
| Reported value | $1.1bn (+23.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MGV VANGUARD WORLD FD | 757,229 | $123.8m | 10.9% |
| MGK VANGUARD WORLD FD | 1,096,819 | $96.4m | 8.5% |
| SCHV SCHWAB STRATEGIC TR | 1,759,449 | $61.2m | 5.4% |
| SCHG SCHWAB STRATEGIC TR | 1,780,462 | $60.3m | 5.3% |
| AGG ISHARES TR | 474,608 | $47.0m | 4.1% |
| SPTI SPDR SERIES TRUST | 1,568,643 | $44.5m | 3.9% |
| MGC VANGUARD WORLD FD | 149,997 | $41.0m | 3.6% |
| VUG VANGUARD INDEX FDS | 401,654 | $34.6m | 3.1% |
| SCHF SCHWAB STRATEGIC TR | 1,184,331 | $32.8m | 2.9% |
| VOT VANGUARD INDEX FDS | 90,277 | $27.7m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1759236")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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