BlackDiamond Wealth Management, LLC: 13F holdings
CIK 19030592026Q2
| Positions | 226 |
|---|
| Reported value | $248.9m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 226 (+23 vs prior quarter) |
|---|
| Reported value | $248.9m (+19.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| USFR WISDOMTREE TR | 201,126 | $10.1m | 4.1% |
| SPYM SPDR SERIES TRUST | 107,665 | $9.8m | 3.9% |
| AAPL APPLE INC | 27,222 | $8.4m | 3.4% |
| MSFT MICROSOFT CORP | 16,108 | $8.2m | 3.3% |
| NVDA NVIDIA CORPORATION | 35,099 | $7.6m | 3.1% |
| ITOT ISHARES TR | 40,429 | $6.9m | 2.8% |
| QDPL PACER FDS TR | 127,615 | $6.0m | 2.4% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 113,117 | $5.8m | 2.3% |
| GOOGL ALPHABET INC | 15,354 | $5.5m | 2.2% |
| AMZN AMAZON COM INC | 18,821 | $5.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1903059")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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