BlackDiamond Wealth Management, LLC
BlackDiamond Wealth Management, LLC reported 226 positions worth $248.9M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: USFR (4.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | USFR | SH | $10.1M | 4.08% | 201,126 | — | — | |
| ▸ 2 | SPYM | SH | $9.8M | 3.94% | 107,665 | — | — | |
| ▸ 3 | AAPL | SH | $8.4M | 3.37% | 27,222 | — | — | |
| ▸ 4 | MSFT | SH | $8.2M | 3.28% | 16,108 | — | — | |
| ▸ 5 | NVDA | SH | $7.6M | 3.07% | 35,099 | — | — | |
| ▸ 6 | ITOT | SH | $6.9M | 2.75% | 40,429 | — | — | |
| ▸ 7 | QDPL | SH | $6.0M | 2.40% | 127,615 | — | — | |
| ▸ 8 | CGDV | SH | $5.8M | 2.33% | 113,117 | — | — | |
| ▸ 9 | GOOGL | SH | $5.5M | 2.21% | 15,354 | — | — | |
| ▸ 10 | AMZN | SH | $5.2M | 2.10% | 18,821 | — | — |
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Frequently Asked Questions
What stocks does BlackDiamond Wealth Management, LLC hold as of Q2 2026?
BlackDiamond Wealth Management, LLC reported 226 positions worth $248.9M in its Q2 2026 13F filing. Largest positions: USFR (4.1%), SPYM (3.9%), AAPL (3.4%), MSFT (3.3%) and NVDA (3.1%).
What did BlackDiamond Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BlackDiamond Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.