13F Insight
DOSSIER · 13F-HR · Q1 2026

BlackDiamond Wealth Management, LLC

$208M in tracked AUM across 203 positions as of Q1 2026.

BW
CIK 0001903059 · last filed Mar 31, 2026
Total AUM
$208M
as of Q1 2026
Holdings
203
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
USFR
WISDOMTREE TR
$15M298K7.2%02
SPYM
SPDR SERIES TRUST
$10M124K4.6%03
AAPL
APPLE INC
$7M27K3.3%04
MSFT
MICROSOFT CORP
$6M16K2.8%05
ITOT
ISHARES TR
$5M38K2.6%06
NVDA
NVIDIA CORPORATION
$5M29K2.5%07
QDPL
PACER FDS TR
$5M125K2.4%08
CGDV
CAPITAL GROUP DIVIDEND VALUE
$5M111K2.3%09
GOOGL
ALPHABET INC
$4M14K2.0%10
AMZN
AMAZON COM INC
$4M19K1.9%

Filing history

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 positionsLocked2023Q2Jun 30
$118M▲ 21.2%
128 positionsLocked
Showing 12 of 18