What does BlackDiamond Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

BlackDiamond Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

WISDOMTREE TR

$15M298K7.2%

SPDR SERIES TRUST

$10M124K4.6%

APPLE INC

$7M27K3.3%

MICROSOFT CORP

$6M16K2.8%

ISHARES TR

$5M38K2.6%

NVIDIA CORPORATION

$5M29K2.5%

PACER FDS TR

$5M125K2.4%

CAPITAL GROUP DIVIDEND VALUE

$5M111K2.3%

ALPHABET INC

$4M14K2.0%

AMAZON COM INC

$4M19K1.9%

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