13F Insight
DOSSIER · 13F-HR · Q2 2026

BlackDiamond Wealth Management, LLC

$249M in tracked AUM across 226 positions as of Q2 2026.

BW
CIK 0001903059 · last filed Jun 30, 2026
Total AUM
$249M
as of Q2 2026
Holdings
226
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BlackDiamond Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
USFR
WISDOMTREE TR
$10M201K4.1%02
SPYM
SPDR SERIES TRUST
$10M108K3.9%03
AAPL
APPLE INC
$8M27K3.4%04
MSFT
MICROSOFT CORP
$8M16K3.3%05
NVDA
NVIDIA CORPORATION
$8M35K3.1%06
ITOT
ISHARES TR
$7M40K2.8%07
QDPL
PACER FDS TR
$6M128K2.4%08
CGDV
CAPITAL GROUP DIVIDEND VALUE
$6M113K2.3%09
GOOGL
ALPHABET INC
$5M15K2.2%10
AMZN
AMAZON COM INC
$5M19K2.1%

Filing history

2026Q2Jun 30
$249M▲ 19.6%
226 positionsView →2026Q1Mar 31
$208M▲ 1.4%
203 positionsView →2025Q4Dec 31
$205M▲ 12.0%
200 positionsView →2025Q3Sep 30
$183M▲ 5.8%
175 positionsView →2025Q2Jun 30
$173M▲ 17.1%
164 positionsLocked2025Q1Mar 31
$148M▼ 14.5%
153 positionsLocked2024Q4Dec 31
$173M▲ 4.6%
157 positionsLocked2024Q3Sep 30
$165M▲ 8.8%
160 positionsLocked2024Q2Jun 30
$152M▲ 8.4%
146 positionsLocked2024Q1Mar 31
$140M▲ 3.1%
143 positionsLocked2023Q4Dec 31
$136M▲ 23.1%
137 positionsLocked2023Q3Sep 30
$111M▼ 6.5%
125 positionsLocked
Showing 12 of 19