Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BlackDiamond Wealth Management, LLC (CIK 1903059) reported $208.1M across 201 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USFR ($15.0M, 7.20%), SPLG ($9.5M, 4.57%), AAPL ($6.9M, 3.32%), MSFT ($5.8M, 2.80%), ITOT ($5.5M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $15.0M | 7.20% | 297,875 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $9.5M | 4.57% | 124,156 | Added |
| 3 | AAPL | APPLE INC | $6.9M | 3.32% | 27,220 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $5.8M | 2.80% | 15,735 | Added |
| 5 | ITOT | ISHARES TR | $5.5M | 2.63% | 38,412 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $5.1M | 2.46% | 29,417 | Trimmed |
| 7 | QDPL | PACER FDS TR | $5.0M | 2.40% | 124,700 | Added |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.7M | 2.27% | 111,194 | Added |
| 9 | GOOGL | ALPHABET INC | $4.1M | 1.97% | 14,274 | Added |
| 10 | AMZN | AMAZON COM INC | $3.9M | 1.85% | 18,504 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $3.7M | 1.77% | 68,155 | Added |
| 12 | DYNF | BLACKROCK ETF TRUST | $3.6M | 1.74% | 62,209 | Trimmed |
| 13 | EFV | ISHARES TR | $3.2M | 1.51% | 42,379 | Trimmed |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $2.9M | 1.41% | 2,955 | Added |
| 15 | BOXX | EA SERIES TRUST | $2.9M | 1.40% | 25,076 | Trimmed |
| 16 | CGSD | CAPITAL GRP FIXED INCM ETF T | $2.8M | 1.36% | 109,552 | Added |
| 17 | RSST | TIDAL TRUST II | $2.6M | 1.27% | 93,370 | Added |
| 18 | XLK | SELECT SECTOR SPDR TR | $2.6M | 1.24% | 19,365 | Added |
| 19 | EFG | ISHARES TR | $2.6M | 1.23% | 22,938 | Added |
| 20 | META | META PLATFORMS INC | $2.5M | 1.21% | 4,413 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $2.4M | 1.17% | 8,261 | Trimmed |
| 22 | GLDM | WORLD GOLD TR | $2.3M | 1.10% | 24,616 | Trimmed |
| 23 | QUAL | ISHARES TR | $2.3M | 1.09% | 11,816 | Trimmed |
| 24 | CGIE | CAPITAL GROUP INTERNATIONAL | $2.3M | 1.09% | 67,075 | Added |
| 25 | AVGO | BROADCOM INC | $2.2M | 1.06% | 7,144 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31