BlackDiamond Wealth Management, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 248,870
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 226 | 248,870 | 13F-HR | BlackDiamond Wealth Management, LLC |
| 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):
1.524 K
(0.6% of total reported value)
· QoQ Δ:
+727
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 151.8 K | 61.4% | 19.52 K | 0 | 19.52 K |
| ETFs | 95.11 K | 38.5% | 20.05 K | 0 | 20.05 K |
| Debt | 425 | 0.2% | 425 | 0 | 425 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
248,870
Holdings
226
QoQ value change ($000)
40,721
(19.6%)
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.