BlackDiamond Wealth Management, LLC
•CIK: 1903059•Filing: Q4 2025
**BlackDiamond Wealth Management, LLC** manages $205M across a diversified portfolio of 200 positions. The fund exhibits significant concentration in technology and growth sectors, evidenced by top holdings including SPYM ($8.3M) and AAPL ($7.6M). Key allocations also target broad market exposure with USFR ($7.5M) and ITOT ($5.9M). This structure suggests a tactical, large-cap growth mandate with notable exposure to semiconductor and software leaders.
Total AUM
$205.2M
QoQ Performance
+12.0%
Positions
153
Top 10 Concentration
29.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM4.0%
AAPL3.7%
USFR3.6%
MSFT3.1%
ITOT2.9%
NVDA2.7%
QDPL2.5%
CGDV2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.0%
Technology18.1%
Consumer5.7%
Financial4.3%
Healthcare2.8%
ETF2.0%
Industrial1.2%
Communication0.7%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW32 new positions
↑100 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023