account_balance
Investment manager · 13F filer · SEC CIK 1759236
Black Diamond Financial, LLC
Reported value$1.18Bas of Sep 30, 2026
Positions204 11 new, 5 sold out
Top 10 weight50.6%MGV alone is 11%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MGVVanguard World Fd
10.7%Added +3%
MGKVanguard World Fd
8.9%Added +3%
SCHGSchwab Strategic Tr
5.7%Added +5%
SCHVSchwab Strategic Tr
5.3%Added +6%
AGGiShares Tr
4.1%Added +6%
SPTISPDR Series Trust
3.9%Added +6%
MGCVanguard World Fd
3.5%Trimmed −2%
VUGVanguard Index FDS
3.1%
SCHFSchwab Strategic Tr
2.9%Added +5%
LINDLindblad Expeditions Holdings, Inc.
2.6%
VOTVanguard Index FDS
2.4%+6%
FRELFidelity Covington Trust
2.3%+11%
MGVVanguard World Fd
10.7%Added +3%
MGKVanguard World Fd
8.9%Added +3%
SCHGSchwab Strategic Tr
5.7%
SCHVSchwab Strategic Tr
5.3%
AGGiShares Tr
4.1%+6%
SPTISPDR Series Trust
3.9%
MGCVanguard World Fd
3.5%
VUGVanguard Index FDS
3.1%
SCHF2.9%
LINDVOT2.4%
FREL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MGV Vanguard World Fd 10.7% Added +3%
MGK Vanguard World Fd 8.9% Added +3%
SCHG Schwab Strategic Tr 5.7% Added +5%
SCHV Schwab Strategic Tr 5.3% Added +6%
AGG iShares Tr 4.1% Added +6%
SPTI SPDR Series Trust 3.9% Added +6%
MGC Vanguard World Fd 3.5% Trimmed −2%
VUG Vanguard Index FDS 3.1% Held
SCHF Schwab Strategic Tr 2.9% Added +5%
LIND Lindblad Expeditions Holdings, Inc. 2.6% HeldVOT Vanguard Index FDS 2.4% Added +6%
FREL Fidelity Covington Trust 2.3% Added +11%
What changed
Biggest moves since Jun 30, 2026
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