Black Diamond Financial, LLC
All 13F Filings
- Location
- Towson, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 916,473
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 185 | 916,473 | 13F-HR | Black Diamond Financial, LLC |
| Q4 2025 | 2/3/2026 | 176 | 948,573 | 13F-HR | Black Diamond Financial, LLC |
| Q3 2025 | 11/5/2025 | 161 | 892,526 | 13F-HR | Black Diamond Financial, LLC |
| Q2 2025 | 7/30/2025 | 144 | 643,944 | 13F-HR | Black Diamond Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 93.53 K | 10.2% | 0 | 403.4 K | -403.4 K |
| ETFs | 822.9 K | 89.8% | 371.3 K | 0 | 371.3 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
916,473
Holdings
185
QoQ value change ($000)
-32,100
(-3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.