account_balance
Investment manager · 13F filer · SEC CIK 1903059
BlackDiamond Wealth Management, LLC
Reported value$256Mas of Sep 30, 2026
Positions230 29 new, 24 sold out
Top 10 weight30.2%SPYM alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
4.6%Added +24%
USFRWisdomtree Tr
4.2%Added +6%
AAPLApple Inc.
4.0%Added +8%
MSFTMicrosoft Corp
3.5%
ITOTiShares Tr
2.6%
NVDANVIDIA Corp
2.6%Added +4%
QDPLPacer FDS Tr
2.5%Added +13%
CGDVCapital Group Dividend Value
2.1%
AMZNAmazon.com Inc
2.1%Added +6%
DYNFBlackRock ETF Trust
2.0%Added +16%
BOXXEa Series Trust
1.8%+61%
GOOGLAlphabet Inc.
1.8%Added +5%
SPYMSPDR Series Trust
4.6%Added +24%
USFRWisdomtree Tr
4.2%Added +6%
AAPLApple Inc.
4.0%+8%
MSFTMicrosoft Corp
3.5%
ITOTiShares Tr
2.6%
NVDANVIDIA Corp
2.6%
QDPLPacer FDS Tr
2.5%
CGDVCapital Group Dividend Value
2.1%
AMZNAmazon.com Inc
2.1%
DYNF2.0%
BOXX
GOOGLBoxes 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
SPYM SPDR Series Trust 4.6% Added +24%
USFR Wisdomtree Tr 4.2% Added +6%
AAPL Apple Inc. 4.0% Added +8%MSFT Microsoft Corp 3.5% HeldITOT iShares Tr 2.6% Held
NVDA NVIDIA Corp 2.6% Added +4%QDPL Pacer FDS Tr 2.5% Added +13%
CGDV Capital Group Dividend Value 2.1% Held
AMZN Amazon.com Inc 2.1% Added +6%DYNF BlackRock ETF Trust 2.0% Added +16%
BOXX Ea Series Trust 1.8% Added +61%
GOOGL Alphabet Inc. 1.8% Added +5%What changed
Biggest moves since Jun 30, 2026
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