BlackDiamond Wealth Management, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$183.3B

Holdings

175

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (175 positions)

#StockSharesValue% PortfolioType
101
CBCHUBB LIMITED
1,239$349.7M0.19%
102
AONAON PLC
978$348.7M0.19%
103
UBERUBER TECHNOLOGIES INC
3,523$345.1M0.19%
104
EEMISHARES TR
6,421$342.9M0.19%
105
QCOMQUALCOMM INC
2,048$340.6M0.19%
106
KEYSKEYSIGHT TECHNOLOGIES INC
1,928$337.2M0.18%
107
FXIISHARES TR
8,164$335.9M0.18%
108
LHLABCORP HOLDINGS INC
1,162$333.4M0.18%
109
SPYGSPDR SERIES TRUST
3,175$331.8M0.18%
110
WMWASTE MGMT INC DEL
1,499$331.0M0.18%
111
ADBEADOBE INC
936$330.2M0.18%
112
DISDISNEY WALT CO
2,872$328.8M0.18%
113
MEARISHARES U S ETF TR
6,471$326.9M0.18%
114
LRCXLAM RESEARCH CORP
2,423$324.4M0.18%
115
SCHWSCHWAB CHARLES CORP
3,288$313.9M0.17%
116
IBMINTERNATIONAL BUSINESS MACHS
1,108$312.6M0.17%
117
CATCATERPILLAR INC
654$312.2M0.17%
118
CPRTCOPART INC
6,772$304.5M0.17%
119
RTXRTX CORPORATION
1,814$303.5M0.17%
120
MRKMERCK & CO INC
3,510$294.6M0.16%
121
DWDMORGAN STANLEY
1,840$292.5M0.16%
122
IYWISHARES TR
1,490$291.8M0.16%
123
UNPUNION PAC CORP
1,223$289.1M0.16%
124
AGMFEDERAL AGRIC MTG CORP
1,706$286.6M0.16%
125
GPIXGOLDMAN SACHS ETF TR
5,481$286.3M0.16%
126
GEVGE VERNOVA INC
458$281.6M0.15%
127
GSEWGOLDMAN SACHS ETF TR
3,294$280.2M0.15%
128
DFUSDIMENSIONAL ETF TRUST
3,834$277.7M0.15%
129
AMATAPPLIED MATLS INC
1,354$277.2M0.15%
130
AMGNAMGEN INC
974$274.9M0.15%
131
FRFIRST INDL RLTY TR INC
5,307$273.2M0.15%
132
AIAISHARES TR
2,886$273.0M0.15%
133
XYLXYLEM INC
1,833$270.3M0.15%
134
CVXCHEVRON CORP NEW
1,740$270.2M0.15%
135
APHAMPHENOL CORP NEW
2,168$268.3M0.15%
136
EMTLSSGA ACTIVE TR
6,110$268.3M0.15%
137
MUMICRON TECHNOLOGY INC
1,596$267.0M0.15%
138
ANETARISTA NETWORKS INC
1,823$265.6M0.14%
139
JPSTJ P MORGAN EXCHANGE TRADED F
5,235$265.6M0.14%
140
WIWWESTERN AST INFL LKD OPP & I
29,843$265.3M0.14%
141
ISRGINTUITIVE SURGICAL INC
589$263.4M0.14%
142
ACNACCENTURE PLC IRELAND
1,059$261.1M0.14%
143
FEZSPDR INDEX SHS FDS
4,147$257.6M0.14%
144
GSGOLDMAN SACHS GROUP INC
319$254.0M0.14%
145
TRVCCITIGROUP INC
2,497$253.5M0.14%
146
NOWSERVICENOW INC
275$253.1M0.14%
147
MPCMARATHON PETE CORP
1,303$251.2M0.14%
148
GILDGILEAD SCIENCES INC
2,262$251.1M0.14%
149
EIS*ISHARES INC
2,450$245.7M0.13%
150
BNDVANGUARD BD INDEX FDS
3,243$241.2M0.13%
151
VTIVANGUARD INDEX FDS
712$233.7M0.13%
152
URTHISHARES INC
1,269$230.4M0.13%
153
NYTNEW YORK TIMES CO
3,987$228.9M0.12%
154
XLISELECT SECTOR SPDR TR
1,473$227.2M0.12%
155
OZKBANK OZK LITTLE ROCK ARK
4,443$226.5M0.12%
156
HONHONEYWELL INTL INC
1,047$220.4M0.12%
157
FSMBFIRST TR EXCH TRADED FD III
10,919$219.3M0.12%
158
LINLINDE PLC
459$218.0M0.12%
159
RBILRBB FD INC
4,341$217.3M0.12%
160
CALFPACER FDS TR
4,935$216.1M0.12%
161
NEMNEWMONT CORP
2,562$216.0M0.12%
162
QYLDGLOBAL X FDS
12,595$214.2M0.12%
163
XBISPDR SERIES TRUST
2,133$213.7M0.12%
164
INTCINTEL CORP
6,339$212.7M0.12%
165
BACVERIZON COMMUNICATIONS INC
4,813$211.5M0.12%
166
HWMHOWMET AEROSPACE INC
1,078$211.5M0.12%
167
BOWBOWHEAD SPECIALTY HLDGS INC
7,731$209.0M0.11%
168
SAICSCIENCE APPLICATIONS INTL CO
2,081$206.8M0.11%
169
EWUISHARES TR
4,913$206.2M0.11%
170
HIGHSIMPLIFY EXCHANGE TRADED FUN
8,788$202.9M0.11%
171
MRVLMARVELL TECHNOLOGY INC
2,396$201.4M0.11%
172
FDDFIRST TR EXCHANGE-TRADED FD
10,329$166.8M0.09%
173
RIVNRIVIAN AUTOMOTIVE INC
10,189$149.6M0.08%
174
AZA2Z CUST2MATE SOLUTIONS CORP
11,054$88.3M0.05%
175
PNBKPATRIOT NATL BANCORP INC
50,000$65.0M0.04%
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