BlackDiamond Wealth Management, LLC
13F Reported Value
ⓘ$208.1M
incl. option notional
Equity Holdings
ⓘ$207.4M
Option Notional
ⓘ$797,144
$797,144 puts / $0 calls
Holdings
203
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BlackDiamond Wealth Management, LLC disclosed 203 positions worth $208.1M in its Form 13F-HR for Q1 2026 — $207.4M in common stock plus $797,144 of put/call option positions (reported at underlying notional value, not premium at risk), led by $WT (WisdomTree, Inc.) at 7.2% of the equity portfolio. During the quarter the fund opened 13 new positions and exited 12 — including a new stake in $TEVA and a full exit from $ACN. The portfolio is most concentrated in Other (49.3% of disclosed assets). All figures are sourced directly from BlackDiamond Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1903059.
AI Fund Analysis
Concentrating
$WT
$AAPL
$MSFT
$AMZN
$KO
$ORCL$MSFTSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 62.9#716
Quality
$15.0M297,875 sh SPDR SERIES TRUST
—Quality
$9.5M124,156 sh- 76.1#112
Quality
$6.9M27,220 sh - 83.7
Quality
$5.8M15,735 sh ISHARES TR
—Quality
$5.5M38,412 sh- 90.2
Quality
$5.1M29,417 sh PACER FDS TR
—Quality
$5.0M124,700 shCAPITAL GROUP DIVIDEND VALUE
—Quality
$4.7M111,194 sh- 80.2
Quality
$4.1M14,274 sh - 74.6
Quality
$3.9M18,504 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| WisdomTree, Inc.$WT | 62.9#716 | $15.0M | 297,875 |
| SPDR SERIES TRUST | — | $9.5M | 124,156 |
| Apple Inc.$AAPL | 76.1#112 | $6.9M | 27,220 |
| MICROSOFT CORP$MSFT | 83.7 | $5.8M | 15,735 |
| ISHARES TR | — | $5.5M | 38,412 |
 NVIDIA CORP$NVDA | 90.2 | $5.1M | 29,417 |
| PACER FDS TR | — | $5.0M | 124,700 |
| CAPITAL GROUP DIVIDEND VALUE | — | $4.7M | 111,194 |
 Alphabet Inc.$GOOG | 80.2 | $4.1M | 14,274 |
| AMAZON COM INC$AMZN | 74.6 | $3.9M | 18,504 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BlackDiamond Wealth Management, LLC's 203 positions.
Showing top 10 of 203 holdings.
Sector Allocation
Other
$102.3M
Technology
$38.0M
Financials
$33.4M
Consumer Discretionary
$10.3M
Healthcare
$7.4M
Industrials
$7.1M
Energy
$2.6M
Consumer Staples
$2.2M
Full Holdings — BlackDiamond Wealth Management, LLC (Q1 2026)
All 203 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WT | WisdomTree, Inc. | $15.0M | 7.2% | +101% | 62.9 |
| 2 | — | SPDR SERIES TRUST | $9.5M | 4.6% | +23% | — |
| 3 | $AAPL | Apple Inc. | $6.9M | 3.3% | -1% | 76.1 |
| 4 | $MSFT | MICROSOFT CORP | $5.8M | 2.8% | +1% | 83.7 |
| 5 | — | ISHARES TR | $5.5M | 2.6% | -1% | — |
| 6 | $NVDA | NVIDIA CORP | $5.1M | 2.5% | -1% | 90.2 |
| 7 | — | PACER FDS TR | $5.0M | 2.4% | +3% | — |
| 8 | — | CAPITAL GROUP DIVIDEND VALUE | $4.7M | 2.3% | +3% | — |
| 9 | $GOOG | Alphabet Inc. | $4.1M | 2.0% | +2% | 80.2 |
| 10 | $AMZN | AMAZON COM INC | $3.9M | 1.9% | +0% | 74.6 |
| 11 | — | VANGUARD INTL EQUITY INDEX F | $3.7M | 1.8% | +1% | — |
| 12 | — | BLACKROCK ETF TRUST | $3.6M | 1.8% | -9% | — |
| 13 | — | ISHARES TR | $3.2M | 1.5% | -1% | — |
| 14 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.9M | 1.4% | +0% | 67 |
| 15 | — | EA SERIES TRUST | $2.9M | 1.4% | -5% | — |
| 16 | — | CAPITAL GRP FIXED INCM ETF T | $2.8M | 1.4% | +1% | — |
| 17 | — | TIDAL TRUST II | $2.6M | 1.3% | +2% | — |
| 18 | — | SELECT SECTOR SPDR TR | $2.6M | 1.2% | +1% | — |
| 19 | — | ISHARES TR | $2.6M | 1.2% | +315% | — |
| 20 |  $META | Meta Platforms, Inc. | $2.5M | 1.2% | -2% | 80.9 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $2.4M | 1.2% | -2% | 35.6 |
| 22 |  $GLDM | World Gold Trust | $2.3M | 1.1% | -26% | — |
| 23 | — | CAPITAL GROUP INTERNATIONAL | $2.3M | 1.1% | +3% | — |
| 24 | — | ISHARES TR | $2.3M | 1.1% | -2% | — |
| 25 |  $AVGO | Broadcom Inc. | $2.2M | 1.1% | -3% | 86.4 |
| 26 |  $GOOGL | Alphabet Inc. | $2.1M | 1.0% | +0% | 80.2 |
| 27 | — | ISHARES TR | $2.1M | 1.0% | +36% | — |
| 28 | — | BLACKROCK ETF TRUST II | $2.1M | 1.0% | +13% | — |
| 29 | — | VALUED ADVISERS TR | $2.0M | 1.0% | +4% | — |
| 30 | — | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.9% | +15% | — |
| 31 | — | STRATEGIC TRUST | $1.9M | 0.9% | +2% | — |
| 32 |  $SPY | SPDR S&P 500 ETF TRUST | $1.9M | 0.9% | +2% | — |
| 33 |  $TSLA | Tesla, Inc. | $1.8M | 0.9% | +3% | 50.1 |
| 34 | — | PALMER SQUARE FUNDS TR | $1.8M | 0.9% | -3% | — |
| 35 | — | RBB FD INC | $1.8M | 0.8% | +690% | — |
| 36 | — | EA SERIES TRUST | $1.7M | 0.8% | +0% | — |
| 37 | — | INVESTMENT MANAGERS SER TR I | $1.6M | 0.8% | +16% | — |
| 38 | — | VANGUARD INDEX FDS | $1.6M | 0.8% | +1% | — |
| 39 | — | SPDR SERIES TRUST | $1.6M | 0.8% | +1915% | — |
| 40 | — | TIDAL TRUST I | $1.5M | 0.7% | -24% | — |
| 41 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.7% | +2% | 64.5 |
| 42 |  $IVZ | Invesco Ltd. | $1.4M | 0.7% | +12% | — |
| 43 |  $XOM | EXXON MOBIL CORP | $1.4M | 0.7% | +6% | 61.8 |
| 44 | — | AMERICAN CENTY ETF TR | $1.4M | 0.7% | +18% | — |
| 45 | — | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.6% | +10% | — |
| 46 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.6% | +2% | 72.8 |
| 47 |  $LLY | ELI LILLY & Co | $1.2M | 0.6% | +4% | 89.3 |
| 48 |  $ABBV | AbbVie Inc. | $1.1M | 0.5% | +1% | 59.3 |
| 49 | — | EA SERIES TRUST | $1.1M | 0.5% | +3% | — |
| 50 | — | BLACKROCK ETF TRUST | $1.1M | 0.5% | -4% | — |
| 51 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $1.1M | 0.5% | NEW | — |
| 52 | — | VANGUARD WORLD FD | $1.0M | 0.5% | +3% | — |
| 53 | — | FIRST TR EXCHNG TRADED FD VI | $965,680 | 0.5% | -73% | — |
| 54 |  $WMT | Walmart Inc. | $940,014 | 0.5% | +1% | 63.2 |
| 55 | — | ISHARES TR | $904,636 | 0.4% | +1% | — |
| 56 | — | ADVISOR MANAGED PORTFOLIOS | $891,821 | 0.4% | +3% | — |
| 57 | — | BLACKROCK ETF TRUST | $832,440 | 0.4% | -55% | — |
| 58 |  $IBIT | iShares Bitcoin Trust ETF | $829,641 | 0.4% | +35% | — |
| 59 |  $PG | PROCTER & GAMBLE Co | $825,475 | 0.4% | +3% | 72.9 |
| 60 |  $MCD | MCDONALDS CORP | $811,935 | 0.4% | +2% | 73.9 |
| 61 |  $NFLX | NETFLIX INC | $798,430 | 0.4% | -5% | 86.7 |
| 62 | — | COSTCO WHOLESALE CORPORATION | $797,144 | — | NEW | — |
| 63 |  $V | VISA INC. | $788,584 | 0.4% | -2% | 83.5 |
| 64 |  $RY | ROYAL BANK OF CANADA | $752,924 | 0.4% | +0% | — |
| 65 | — | EA SERIES TRUST | $708,920 | 0.3% | -72% | — |
| 66 | — | SCHWAB STRATEGIC TR | $700,171 | 0.3% | +5% | — |
| 67 | — | SPDR INDEX SHS FDS | $699,977 | 0.3% | +3% | — |
| 68 | — | ISHARES INC | $697,291 | 0.3% | -46% | — |
| 69 |  $AMD | ADVANCED MICRO DEVICES INC | $675,794 | 0.3% | +1% | 78.8 |
| 70 |  $MA | Mastercard Inc | $659,551 | 0.3% | -2% | 81.7 |
| 71 |  $CSCO | CISCO SYSTEMS, INC. | $632,829 | 0.3% | +8% | 72.3 |
| 72 |  $TJX | TJX COMPANIES INC /DE/ | $630,655 | 0.3% | +4% | 70.7 |
| 73 | $IVZ | Invesco Ltd. | $628,369 | 0.3% | +8% | — |
| 74 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $624,901 | 0.3% | +74% | 70.9 |
| 75 |  $CMI | CUMMINS INC | $617,026 | 0.3% | +1% | 58.9 |
| 76 |  $CINF | CINCINNATI FINANCIAL CORP | $596,829 | 0.3% | +0% | 77 |
| 77 |  $MU | MICRON TECHNOLOGY INC | $594,600 | 0.3% | +15% | 88.4 |
| 78 | $KO | COCA COLA CO | $587,335 | 0.3% | +3% | 74 |
| 79 | — | BONDBLOXX ETF TRUST | $573,887 | 0.3% | +4% | — |
| 80 |  $PLTR | Palantir Technologies Inc. | $552,353 | 0.3% | +1% | 85.8 |
| 81 |  $HD | HOME DEPOT, INC. | $549,972 | 0.3% | +2% | 69.2 |
| 82 |  $LRCX | LAM RESEARCH CORP | $548,893 | 0.3% | +7% | 82.4 |
| 83 | — | J P MORGAN EXCHANGE TRADED F | $548,824 | 0.3% | -1% | — |
| 84 | — | BONDBLOXX ETF TRUST | $546,997 | 0.3% | -11% | — |
| 85 |  $AMAT | APPLIED MATERIALS INC /DE | $536,269 | 0.3% | +18% | 74.8 |
| 86 |  $WFC | WELLS FARGO & COMPANY/MN | $529,161 | 0.3% | -1% | — |
| 87 |  $CACI | CACI INTERNATIONAL INC /DE/ | $527,010 | 0.3% | +3% | 66.7 |
| 88 | — | TIDAL TRUST I | $525,734 | 0.3% | +3% | — |
| 89 | — | TIDAL TRUST II | $523,585 | 0.3% | +0% | — |
| 90 | $IVZ | Invesco Ltd. | $522,100 | 0.3% | +4% | — |
| 91 | — | ISHARES TR | $519,808 | 0.3% | -14% | — |
| 92 |  $MET | METLIFE INC | $515,266 | 0.3% | +1% | 73.9 |
| 93 |  $CAT | CATERPILLAR INC | $507,467 | 0.2% | +9% | 67.8 |
| 94 | — | ISHARES TR | $506,678 | 0.2% | +8% | — |
| 95 |  $DE | DEERE & CO | $505,918 | 0.2% | +17% | 57.4 |
| 96 |  $INTC | INTEL CORP | $500,616 | 0.2% | +7% | 41.5 |
| 97 |  $WMB | WILLIAMS COMPANIES, INC. | $475,108 | 0.2% | +6% | 72.8 |
| 98 |  $CVX | CHEVRON CORP | $463,870 | 0.2% | +18% | 54.7 |
| 99 | $ORCL | ORACLE CORP | $463,691 | 0.2% | +11% | 67.2 |
| 100 |  $KEYS | Keysight Technologies, Inc. | $454,898 | 0.2% | -13% | 72.3 |
| 101 |  $LNC | LINCOLN NATIONAL CORP | $447,579 | 0.2% | -2% | 50.8 |
| 102 |  $GE | GENERAL ELECTRIC CO | $440,979 | 0.2% | +1% | 74.8 |
| 103 |  $GEV | GE Vernova Inc. | $430,340 | 0.2% | +5% | 70.1 |
| 104 |  $GD | GENERAL DYNAMICS CORP | $428,448 | 0.2% | +5% | 73 |
| 105 |  $MRK | Merck & Co., Inc. | $427,228 | 0.2% | -5% | 70.9 |
| 106 | — | ISHARES INC | $418,603 | 0.2% | +22% | — |
| 107 | — | ISHARES TR | $417,747 | 0.2% | +1% | — |
| 108 |  $BAC | BANK OF AMERICA CORP /DE/ | $414,210 | 0.2% | -7% | 68.4 |
| 109 |  $ABT | ABBOTT LABORATORIES | $412,220 | 0.2% | +1% | 67 |
| 110 | — | STATE STR SPDR DOW JONES IND | $412,191 | 0.2% | +9% | — |
| 111 |  $CB | Chubb Ltd | $410,998 | 0.2% | +2% | — |
| 112 |  $PM | Philip Morris International Inc. | $408,384 | 0.2% | +8% | 80.5 |
| 113 |  $PEP | PEPSICO INC | $405,476 | 0.2% | +7% | 62.7 |
| 114 | — | JANUS DETROIT STR TR | $403,816 | 0.2% | -19% | — |
| 115 |  $T | AT&T INC. | $394,263 | 0.2% | -0% | 71.9 |
| 116 |  $RTX | RTX Corp | $377,312 | 0.2% | +7% | 70 |
| 117 | — | ISHARES TR | $372,983 | 0.2% | -1% | — |
| 118 |  $__PARK_1390777 | Bank of New York Mellon Corp | $362,533 | 0.2% | -1% | 36.7 |
| 119 |  $AZ | A2Z CUST2MATE SOLUTIONS CORP. | $361,541 | 0.2% | +18% | — |
| 120 |  $UNH | UNITEDHEALTH GROUP INC | $354,776 | 0.2% | +3% | 66.8 |
| 121 |  $WM | WASTE MANAGEMENT INC | $349,548 | 0.2% | +1% | 70.7 |
| 122 |  $AMGN | AMGEN INC | $349,035 | 0.2% | +6% | 79.5 |
| 123 | — | ISHARES INC | $345,278 | 0.2% | +4% | — |
| 124 |  $TXN | TEXAS INSTRUMENTS INC | $342,851 | 0.2% | +7% | 70.4 |
| 125 | — | EA SERIES TRUST | $336,453 | 0.2% | -76% | — |
| 126 |  $NYT | NEW YORK TIMES CO | $330,240 | 0.2% | -1% | 71.3 |
| 127 |  $GILD | GILEAD SCIENCES, INC. | $329,891 | 0.2% | +37% | 77.8 |
| 128 | — | ISHARES TR | $327,897 | 0.2% | +6% | — |
| 129 |  $AON | Aon plc | $324,394 | 0.2% | -1% | — |
| 130 |  $SCHW | SCHWAB CHARLES CORP | $321,600 | 0.2% | -0% | 77.2 |
| 131 |  $NEM | NEWMONT Corp /DE/ | $320,528 | 0.1% | +9% | 88.3 |
| 132 |  $UNP | UNION PACIFIC CORP | $319,288 | 0.1% | +11% | 74 |
| 133 |  $CRM | Salesforce, Inc. | $318,086 | 0.1% | -14% | 75.2 |
| 134 | — | VANGUARD WORLD FD | $308,392 | 0.1% | +0% | — |
| 135 |  $FR | FIRST INDUSTRIAL REALTY TRUST INC | $307,010 | 0.1% | +0% | 67.5 |
| 136 | — | ISHARES TR | $306,628 | 0.1% | +24% | — |
| 137 |  $KLAC | KLA CORP | $304,789 | 0.1% | +14% | 84.4 |
| 138 |  $LH | LABCORP HOLDINGS INC. | $303,342 | 0.1% | +0% | 54.8 |
| 139 |  $MS | MORGAN STANLEY | $300,834 | 0.1% | -1% | — |
| 140 | — | SCHWAB STRATEGIC TR | $300,093 | 0.1% | +3% | — |
| 141 |  $VZ | VERIZON COMMUNICATIONS INC | $298,082 | 0.1% | +32% | 71.6 |
| 142 |  $APH | AMPHENOL CORP /DE/ | $297,681 | 0.1% | +27% | 80.5 |
| 143 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $297,655 | 0.1% | +0% | 66.7 |
| 144 |  $MPC | Marathon Petroleum Corp | $294,818 | 0.1% | -2% | 50.7 |
| 145 |  $DIS | Walt Disney Co | $293,798 | 0.1% | -0% | 68.9 |
| 146 |  $GS | GOLDMAN SACHS GROUP INC | $292,713 | 0.1% | +3% | — |
| 147 |  $EMR | EMERSON ELECTRIC CO | $287,720 | 0.1% | +1% | 65.9 |
| 148 |  $BKNG | Booking Holdings Inc. | $286,302 | 0.1% | -28% | 55.3 |
| 149 | — | VANGUARD BD INDEX FDS | $285,723 | 0.1% | +0% | — |
| 150 | — | ISHARES INC | $284,298 | 0.1% | +0% | — |
| 151 | — | J P MORGAN EXCHANGE TRADED F | $281,847 | 0.1% | +5% | — |
| 152 | — | SPDR SERIES TRUST | $280,023 | 0.1% | -4% | — |
| 153 |  $QCOM | QUALCOMM INC/DE | $279,577 | 0.1% | -10% | 81.9 |
| 154 |  $HON | HONEYWELL INTERNATIONAL INC | $277,565 | 0.1% | +28% | 65.7 |
| 155 |  $ADI | ANALOG DEVICES INC | $275,509 | 0.1% | NEW | 76.2 |
| 156 |  $GLW | CORNING INC /NY | $274,989 | 0.1% | -13% | 72.7 |
| 157 | — | SCHWAB STRATEGIC TR | $271,153 | 0.1% | -58% | — |
| 158 | — | ISHARES TR | $269,953 | 0.1% | +0% | — |
| 159 |  $HWM | Howmet Aerospace Inc. | $269,177 | 0.1% | +6% | 79.1 |
| 160 |  $C | CITIGROUP INC | $269,002 | 0.1% | -1% | 54.8 |
| 161 | — | ISHARES TR | $268,844 | 0.1% | -26% | — |
| 162 |  $STT | STATE STREET CORP | $267,379 | 0.1% | +1% | 61.5 |
| 163 | — | PACER FDS TR | $259,125 | 0.1% | +0% | — |
| 164 | — | ISHARES U S ETF TR | $253,726 | 0.1% | -6% | — |
| 165 |  $ISRG | INTUITIVE SURGICAL INC | $252,162 | 0.1% | -10% | 81.4 |
| 166 |  $AGM | FEDERAL AGRICULTURAL MORTGAGE CORP | $249,910 | 0.1% | +2% | — |
| 167 |  $SLV | iShares Silver Trust | $249,392 | 0.1% | -54% | — |
| 168 | — | ISHARES TR | $247,482 | 0.1% | +2% | — |
| 169 |  $ANET | Arista Networks, Inc. | $246,542 | 0.1% | +36% | 86 |
| 170 | — | SELECT SECTOR SPDR TR | $243,121 | 0.1% | -25% | — |
| 171 | — | DIMENSIONAL ETF TRUST | $239,321 | 0.1% | -0% | — |
| 172 |  $CPRT | COPART INC | $238,243 | 0.1% | -8% | 74.9 |
| 173 | — | VANGUARD BD INDEX FDS | $236,171 | 0.1% | -21% | — |
| 174 |  $DOV | DOVER Corp | $232,385 | 0.1% | +7% | 63.1 |
| 175 |  $PFE | PFIZER INC | $230,989 | 0.1% | NEW | 69 |
| 176 |  $BMY | BRISTOL MYERS SQUIBB CO | $229,500 | 0.1% | +1% | 70.1 |
| 177 | — | ISHARES INC | $228,748 | 0.1% | -1% | — |
| 178 | — | VANGUARD INDEX FDS | $226,202 | 0.1% | +0% | — |
| 179 |  $MRVL | Marvell Technology, Inc. | $225,933 | 0.1% | -9% | 77.3 |
| 180 |  $INTU | INTUIT INC. | $223,973 | 0.1% | -10% | 82 |
| 181 | $GS | GOLDMAN SACHS GROUP INC | $223,744 | 0.1% | -1% | — |
| 182 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $223,723 | 0.1% | NEW | — |
| 183 | — | SPDR SERIES TRUST | $222,274 | 0.1% | -2% | — |
| 184 | — | GOLDMAN SACHS ETF TR | $221,677 | 0.1% | +0% | — |
| 185 |  $XYL | Xylem Inc. | $221,015 | 0.1% | +4% | 65.6 |
| 186 |  $WIW | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND | $220,518 | 0.1% | -15% | — |
| 187 | — | AMERICAN CENTY ETF TR | $219,531 | 0.1% | -85% | — |
| 188 | — | AMERICAN CENTY ETF TR | $218,803 | 0.1% | +0% | — |
| 189 | — | ISHARES INC | $218,596 | 0.1% | -1% | — |
| 190 | — | GLOBAL X FDS | $216,439 | 0.1% | +0% | — |
| 191 |  $ETN | Eaton Corp plc | $216,033 | 0.1% | NEW | — |
| 192 |  $LIN | LINDE PLC | $215,160 | 0.1% | NEW | — |
| 193 |  $NEE | NEXTERA ENERGY INC | $214,367 | 0.1% | NEW | 71.7 |
| 194 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $212,840 | 0.1% | -2% | 71.2 |
| 195 |  $TEL | TE Connectivity plc | $209,856 | 0.1% | NEW | — |
| 196 | — | SELECT SECTOR SPDR TR | $204,893 | 0.1% | -48% | — |
| 197 |  $OZK | Bank OZK | $204,372 | 0.1% | -1% | — |
| 198 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $201,176 | 0.1% | NEW | 76.3 |
| 199 |  $BITW | Bitwise 10 Crypto Index ETF | $201,088 | 0.1% | NEW | — |
| 200 |  $RIVN | Rivian Automotive, Inc. / DE | $153,344 | 0.1% | +0% | 36 |
| 201 |  $PNBK | PATRIOT NATIONAL BANCORP INC | $64,500 | 0.0% | +0% | — |
| 202 |  $PTON | PELOTON INTERACTIVE, INC. | $46,598 | 0.0% | NEW | 41.6 |
| 203 |  $PUSA | Aureus Greenway Holdings Inc | $34,409 | 0.0% | NEW | — |
New Positions (13)
$TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD$1.1M$ADI ANALOG DEVICES INC$275,509$PFE PFIZER INC$230,989$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$223,723$ETN Eaton Corp plc$216,033$LIN LINDE PLC$215,160$NEE NEXTERA ENERGY INC$214,367$TEL TE Connectivity plc$209,856$MPWR MONOLITHIC POWER SYSTEMS INC$201,176$BITW Bitwise 10 Crypto Index ETF$201,088$PTON PELOTON INTERACTIVE, INC.$46,598$PUSA Aureus Greenway Holdings Inc$34,409
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Track BlackDiamond Wealth Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for BlackDiamond Wealth Management, LLC and 8,700+ other institutional investors.
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AI-Powered Hedge Fund Analysis: BlackDiamond Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For BlackDiamond Wealth Management, LLC (SEC CIK: 1903059), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BlackDiamond Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.