MondegarAI
BlackDiamond Wealth Management, LLC

Q2 2025 · 13F-HR

BlackDiamond Wealth Management, LLCholdings as filed

Filed 2025-08-13 · accession 0001951757-25-001084

$173.3M
Reported value
164
Positions
2025-06-30
Period end
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The Brief · BlackDiamond Wealth Management, LLC · Q2 2025

AI · grounded in 13F

BlackDiamond Wealth Management, LLC established a new position in USFR valued at $14.88M. The fund also initiated new stakes in SPYM for $7.79M and MSFT for $5.68M. Additional new positions include AAPL at $4.96M and ITOT at $4.89M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
97717Y527USFRWISDOMTREE TR$14.9M8.59%295,888CommonNONE
78464A854SPYMSPDR SERIES TRUST$7.8M4.50%107,236CommonNONE
594918104MSFTMICROSOFT CORP$5.7M3.28%11,541CommonNONE
037833100AAPLAPPLE INC$5.0M2.86%23,889CommonNONE
464287150ITOTISHARES TR$4.9M2.82%36,192CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.8M2.76%16,440CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$4.8M2.74%120,055CommonNONE
69374H436QDPLPACER FDS TR$4.2M2.43%106,965CommonNONE
67066G104NVDANVIDIA CORPORATION$4.1M2.35%26,520CommonNONE
464288877EFVISHARES TR$4.0M2.32%63,345CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$4.0M2.32%161,576CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$3.6M2.06%65,679CommonNONE
023135106AMZNAMAZON COM INC$3.5M2.04%16,060CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.5M2.00%3,521CommonNONE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$3.0M1.72%114,890CommonNONE
30303M102METAMETA PLATFORMS INC$2.9M1.65%3,982CommonNONE
46432F339QUALISHARES TR$2.8M1.63%15,374CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.6M1.51%52,645CommonNONE
02079K305GOOGLALPHABET INC$2.4M1.41%13,878CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.4M1.40%9,689CommonNONE
48817R870RUNNSTRATEGIC TRUST$2.2M1.29%65,533CommonNONE
696930106PSQOPALMER SQUARE FUNDS TRUST$2.2M1.25%106,063CommonNONE
464288885EFGISHARES TR$2.2M1.25%19,512CommonNONE
88636J816RSSTTIDAL TR II$2.1M1.23%91,471CommonNONE
02072L565BOXXEA SERIES TRUST$2.1M1.22%18,825CommonNONE
14021M107CGIECAPITAL GROUP INTERNATIONAL$2.1M1.19%63,227CommonNONE
92046L338MBSFVALUED ADVISERS TR$2.0M1.14%77,378CommonNONE
98149E303GLDMWORLD GOLD TR$1.9M1.12%29,455CommonNONE
02072L433ROEEA SERIES TRUST$1.8M1.06%56,939CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$1.8M1.01%36,175CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.7M1.00%2,805CommonNONE
11135F101AVGOBROADCOM INC$1.7M1.00%6,521CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.6M0.91%26,449CommonNONE
092528603BINCBLACKROCK ETF TRUST II$1.6M0.91%30,082CommonNONE
922908363VOOVANGUARD INDEX FDS$1.5M0.84%2,578CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.76%2,702CommonNONE
88160R101TSLATESLA INC$1.3M0.73%4,194CommonNONE
02072Q663AGGAEA SERIES TRUST$1.3M0.72%49,720CommonNONE
02079K107GOOGALPHABET INC$1.2M0.69%6,764CommonNONE
886364231GRNYTIDAL TRUST I$1.2M0.67%52,120CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.1M0.63%20,148CommonNONE
64110L106NFLXNETFLIX INC$1.0M0.58%783CommonNONE
46141T117PPIINVESTMENT MANAGERS SER TR I$966,7040.56%59,380CommonNONE
532457108LLYELI LILLY & CO$855,0420.49%1,102CommonNONE
92826C839VVISA INC$851,0100.49%2,394CommonNONE
09290C780BAIBLACKROCK ETF TRUST$828,2680.48%29,340CommonNONE
59156R108METMETLIFE INC$824,1990.48%10,164CommonNONE
478160104JNJJOHNSON & JOHNSON$739,7330.43%4,744CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$733,1150.42%3,257CommonNONE
931142103WMTWALMART INC$700,7850.40%7,133CommonNONE
46432F842IEFAISHARES TR$655,9510.38%7,874CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$640,0680.37%26,168CommonNONE
580135101MCDMCDONALDS CORP$629,9320.36%2,117CommonNONE
437076102HDHOME DEPOT INC$616,8860.36%1,653CommonNONE
780087102RYROYAL BK CDA$615,5380.36%4,654CommonNONE
30231G102XOMEXXON MOBIL CORP$593,6100.34%5,434CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$591,1530.34%11,633CommonNONE
921910709EDVVANGUARD WORLD FD$555,0590.32%8,313CommonNONE
886364637RISRTIDAL TRUST I$548,0030.32%14,989CommonNONE
949746101WMT2WELLS FARGO CO NEW$540,1830.31%6,629CommonNONE
68389X105ORCLORACLE CORP$536,2330.31%2,449CommonNONE
57636Q104MAMASTERCARD INCORPORATED$532,4270.31%943CommonNONE
09789C861XONEBONDBLOXX ETF TRUST$511,8620.30%10,349CommonNONE
872540109TJXTJX COS INC NEW$492,7550.28%3,937CommonNONE
46429B671MCHIISHARES TR$492,4560.28%8,910CommonNONE
969457100WMBWILLIAMS COS INC$490,0950.28%8,346CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$474,2070.27%3,484CommonNONE
534187109LNCLINCOLN NATL CORP IND$471,4400.27%13,520CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$462,5610.27%9,216CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$457,5700.26%10,678CommonNONE
88636J345RSSYTIDAL TR II$457,0310.26%24,598CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$452,7540.26%9,028CommonNONE
461202103INTUINTUIT$447,4960.26%574CommonNONE
742718109PGPROCTER AND GAMBLE CO$439,4860.25%2,726CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$437,7780.25%3,350CommonNONE
46434G103IEMGISHARES INC$429,9440.25%7,155CommonNONE
17275R102CSCOCISCO SYS INC$424,7620.25%6,147CommonNONE
79466L302CRMSALESFORCE INC$422,8200.24%1,555CommonNONE
882508104TXNTEXAS INSTRS INC$412,2720.24%1,959CommonNONE
00206R102TAT&T INC$410,5050.24%14,214CommonNONE
244199105DEDEERE & CO$409,0950.24%805CommonNONE
718172109PMPHILIP MORRIS INTL INC$406,0400.23%2,287CommonNONE
00287Y109ABBVABBVIE INC$401,1260.23%2,111CommonNONE
191216100KOCOCA COLA CO$397,5100.23%5,546CommonNONE
060505104BACBANK AMERICA CORP$391,9190.23%8,140CommonNONE
231021106CMICUMMINS INC$389,2460.22%1,181CommonNONE
217204106CPRTCOPART INC$376,9170.22%7,593CommonNONE
369604301GEGE AEROSPACE$371,2890.21%1,491CommonNONE
H1467J104CBCHUBB LIMITED$370,0960.21%1,278CommonNONE
00724F101ADBEADOBE INC$367,3980.21%937CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$366,3510.21%823CommonNONE
464287572IOOISHARES TR$364,3790.21%3,388CommonNONE
47103U845JAAAJANUS DETROIT STR TR$362,6370.21%7,171CommonNONE
313148306AGMFEDERAL AGRIC MTG CORP$356,4930.21%1,823CommonNONE
G0403H108AONAON PLC$355,5020.21%996CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$355,3050.21%62CommonNONE
369550108GDGENERAL DYNAMICS CORP$346,8680.20%1,178CommonNONE
713448108PEPPEPSICO INC$344,6250.20%2,548CommonNONE
254687106DISDISNEY WALT CO$337,7800.19%2,735CommonNONE
94106L109WMWASTE MGMT INC DEL$334,9140.19%1,464CommonNONE
92204A702VGTVANGUARD WORLD FD$333,4720.19%508CommonNONE
747525103QCOMQUALCOMM INC$332,5840.19%2,086CommonNONE
81762P102NOWSERVICENOW INC$330,8880.19%327CommonNONE
464287614IWFISHARES TR$329,3660.19%784CommonNONE
166764100CVXCHEVRON CORP NEW$327,5330.19%2,250CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$319,2300.18%3,465CommonNONE
064058100BKBANK NEW YORK MELLON CORP$318,2720.18%3,511CommonNONE
46431W838MEARISHARES U S ETF TR$315,1270.18%6,280CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$310,9580.18%578CommonNONE
464287200IVVISHARES TR$310,3350.18%500CommonNONE
504922105LHLABCORP HOLDINGS INC$307,1500.18%1,162CommonNONE
907818108UNPUNION PAC CORP$303,8850.18%1,290CommonNONE
78464A409SPYGSPDR SERIES TRUST$303,7430.18%3,220CommonNONE
464287234EEMISHARES TR$300,9510.17%6,227CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$298,1890.17%1,024CommonNONE
808513105SCHWSCHWAB CHARLES CORP$297,9440.17%3,268CommonNONE
464287184FXIISHARES TR$297,2550.17%8,071CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$295,3880.17%1,796CommonNONE
464287481IWPISHARES TR$295,1860.17%2,144CommonNONE
464288182AAXJISHARES TR$292,8280.17%3,537CommonNONE
10240L102BOWBOWHEAD SPECIALTY HLDGS INC$283,9600.16%7,731CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$283,5550.16%937CommonNONE
438516106HONHONEYWELL INTL INC$282,7040.16%1,184CommonNONE
381430438GSEWGOLDMAN SACHS ETF TR$276,4330.16%3,357CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$271,1450.16%5,481CommonNONE
78470P309EMTLSSGA ACTIVE TR$270,4480.16%6,291CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$269,8260.16%1,823CommonNONE
95766R104WIWWESTERN AST INFL LKD OPP & I$265,8900.15%30,284CommonNONE
031162100AMGNAMGEN INC$260,0150.15%895CommonNONE
464287721IYWISHARES TR$259,9830.15%1,517CommonNONE
32054K103FRFIRST INDL RLTY TR INC$256,7000.15%5,307CommonNONE
650111107NYTNEW YORK TIMES CO$256,1700.15%4,544CommonNONE
617446448MSMORGAN STANLEY$254,3490.15%1,803CommonNONE
56585A102MPCMARATHON PETE CORP$251,8860.15%1,482CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CO$251,6000.15%2,174CommonNONE
58933Y105MRKMERCK & CO INC$249,7960.14%3,053CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$249,7260.14%4,948CommonNONE
75513E101RTXRTX CORPORATION$246,7090.14%1,711CommonNONE
98419M100XYLXYLEM INC$244,9450.14%1,870CommonNONE
464287598IWDISHARES TR$244,8410.14%1,249CommonNONE
149123101CATCATERPILLAR INC$244,8140.14%626CommonNONE
37954Y483QYLDGLOBAL X FDS$243,0390.14%14,545CommonNONE
464288430AIAISHARES TR$239,9830.14%2,954CommonNONE
78463X202FEZSPDR INDEX SHS FDS$238,2380.14%4,004CommonNONE
921937835BNDVANGUARD BD INDEX FDS$237,8420.14%3,243CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$237,7560.14%729CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$235,1150.14%4,802CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$233,3290.13%3,482CommonNONE
704326107PAYXPAYCHEX INC$233,2120.13%1,582CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$232,4250.13%329CommonNONE
038222105AMATAPPLIED MATLS INC$230,9860.13%1,257CommonNONE
922908769VTIVANGUARD INDEX FDS$226,1280.13%744CommonNONE
464286632EISISHARES INC$224,5280.13%2,406CommonNONE
G54950103LINLINDE PLC$212,1540.12%445CommonNONE
33739P830FSMBFIRST TR EXCH TRADED FD III$211,7430.12%10,635CommonNONE
82889N632HIGHSIMPLIFY EXCHANGE TRADED FUN$210,7480.12%8,752CommonNONE
172967424CCITIGROUP INC$208,9660.12%2,422CommonNONE
464288760ITAISHARES TR$206,4850.12%1,116CommonNONE
375558103GILDGILEAD SCIENCES INC$204,5800.12%1,831CommonNONE
512807306LRCXLAM RESEARCH CORP$203,8820.12%2,106CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$202,3250.12%4,632CommonNONE
33735T109FDDFIRST TR EXCHANGE-TRADED FD$170,0920.10%10,952CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$138,1210.08%10,254CommonNONE
70336F203PNBKPATRIOT NATL BANCORP INC$75,0000.04%50,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.