BlackDiamond Wealth Management, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 208,149
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 5/12/2026 | 203 | 208,149 | 13F-HR | BlackDiamond Wealth Management, LLC |
| Q4 2025 | 2/10/2026 | 200 | 205,221 | 13F-HR | BlackDiamond Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 175 | 183,276 | 13F-HR | BlackDiamond Wealth Management, LLC |
| Q2 2025 | 8/13/2025 | 164 | 173,288 | 13F-HR | BlackDiamond Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
797
(0.4% of total reported value)
· QoQ Δ:
+797
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 132.3 K | 63.8% | 0 | 39.07 K | -39.07 K |
| ETFs | 75.06 K | 36.2% | 41.21 K | 0 | 41.21 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
208,149
Holdings
203
QoQ value change ($000)
2,928
(1.4%)
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.