BlackDiamond Wealth Management, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$183.3M

Holdings

175

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (175 positions)

StockValue
CBCHUBB LIMITED
$350K
AONAON PLC
$349K
UBERUBER TECHNOLOGIES INC
$345K
EEMISHARES TR
$343K
QCOMQUALCOMM INC
$341K
KEYSKEYSIGHT TECHNOLOGIES INC
$337K
FXIISHARES TR
$336K
LHLABCORP HOLDINGS INC
$333K
SPYGSPDR SERIES TRUST
$332K
WMWASTE MGMT INC DEL
$331K
ADBEADOBE INC
$330K
DISDISNEY WALT CO
$329K
MEARISHARES U S ETF TR
$327K
LRCXLAM RESEARCH CORP
$324K
SCHWSCHWAB CHARLES CORP
$314K
IBMINTERNATIONAL BUSINESS MACHS
$313K
CATCATERPILLAR INC
$312K
CPRTCOPART INC
$305K
RTXRTX CORPORATION
$304K
MRKMERCK & CO INC
$295K
DWDMORGAN STANLEY
$292K
IYWISHARES TR
$292K
UNPUNION PAC CORP
$289K
AGMFEDERAL AGRIC MTG CORP
$287K
GPIXGOLDMAN SACHS ETF TR
$286K
GEVGE VERNOVA INC
$282K
GSEWGOLDMAN SACHS ETF TR
$280K
DFUSDIMENSIONAL ETF TRUST
$278K
AMATAPPLIED MATLS INC
$277K
AMGNAMGEN INC
$275K
FRFIRST INDL RLTY TR INC
$273K
AIAISHARES TR
$273K
XYLXYLEM INC
$270K
CVXCHEVRON CORP NEW
$270K
APHAMPHENOL CORP NEW
$268K
EMTLSSGA ACTIVE TR
$268K
MUMICRON TECHNOLOGY INC
$267K
ANETARISTA NETWORKS INC
$266K
JPSTJ P MORGAN EXCHANGE TRADED F
$266K
WIWWESTERN AST INFL LKD OPP & I
$265K
ISRGINTUITIVE SURGICAL INC
$263K
ACNACCENTURE PLC IRELAND
$261K
FEZSPDR INDEX SHS FDS
$258K
GSGOLDMAN SACHS GROUP INC
$254K
TRVCCITIGROUP INC
$253K
NOWSERVICENOW INC
$253K
MPCMARATHON PETE CORP
$251K
GILDGILEAD SCIENCES INC
$251K
EIS*ISHARES INC
$246K
BNDVANGUARD BD INDEX FDS
$241K
VTIVANGUARD INDEX FDS
$234K
URTHISHARES INC
$230K
NYTNEW YORK TIMES CO
$229K
XLISELECT SECTOR SPDR TR
$227K
OZKBANK OZK LITTLE ROCK ARK
$227K
HONHONEYWELL INTL INC
$220K
FSMBFIRST TR EXCH TRADED FD III
$219K
LINLINDE PLC
$218K
RBILRBB FD INC
$217K
CALFPACER FDS TR
$216K
NEMNEWMONT CORP
$216K
QYLDGLOBAL X FDS
$214K
XBISPDR SERIES TRUST
$214K
INTCINTEL CORP
$213K
BACVERIZON COMMUNICATIONS INC
$212K
HWMHOWMET AEROSPACE INC
$212K
BOWBOWHEAD SPECIALTY HLDGS INC
$209K
SAICSCIENCE APPLICATIONS INTL CO
$207K
EWUISHARES TR
$206K
HIGHSIMPLIFY EXCHANGE TRADED FUN
$203K
MRVLMARVELL TECHNOLOGY INC
$201K
FDDFIRST TR EXCHANGE-TRADED FD
$167K
RIVNRIVIAN AUTOMOTIVE INC
$150K
AZA2Z CUST2MATE SOLUTIONS CORP
$88K
PNBKPATRIOT NATL BANCORP INC
$65K
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