MondegarAI
BlackDiamond Wealth Management, LLC

Q4 2025 · 13F-HR

BlackDiamond Wealth Management, LLCholdings as filed

Filed 2026-02-10 · accession 0001951757-26-000411

$205.2M
Reported value
200
Positions
2025-12-31
Period end
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The Brief · BlackDiamond Wealth Management, LLC · Q4 2025

AI · grounded in 13F

BlackDiamond Wealth Management, LLC established a new position in SPMO with a $1.3M investment. The fund also opened a new position in AVEM totaling $1.2M and increased its holdings in IEMG by 128.4%. On the sell side, the fund trimmed its position in EFG by 50.8% and reduced JEPQ by 30.4%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A854SPYMSPDR SERIES TRUST$8.3M4.02%101,136CommonNONE
037833100AAPLAPPLE INC$7.6M3.70%27,625CommonNONE
97717Y527USFRWISDOMTREE TR$7.5M3.64%148,375CommonNONE
594918104MSFTMICROSOFT CORP$6.4M3.14%15,558CommonNONE
464287150ITOTISHARES TR$5.9M2.86%38,686CommonNONE
67066G104NVDANVIDIA CORPORATION$5.6M2.75%29,661CommonNONE
69374H436QDPLPACER FDS TR$5.2M2.54%120,976CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$4.9M2.40%108,125CommonNONE
02079K305GOOGLALPHABET INC$4.6M2.22%14,053CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$4.2M2.07%68,502CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.9M1.89%67,238CommonNONE
023135106AMZNAMAZON COM INC$3.8M1.87%18,428CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$3.7M1.80%146,064CommonNONE
464288877EFVISHARES TR$3.4M1.65%42,959CommonNONE
98149E303GLDMWORLD GOLD TR$3.4M1.64%33,484CommonNONE
30303M102METAMETA PLATFORMS INC$3.0M1.48%4,496CommonNONE
02072L565BOXXEA SERIES TRUST$3.0M1.48%26,284CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.9M1.43%2,948CommonNONE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$2.8M1.38%108,847CommonNONE
88636J816RSSTTIDAL TRUST II$2.8M1.36%91,614CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.8M1.34%19,221CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.7M1.33%8,444CommonNONE
11135F101AVGOBROADCOM INC$2.5M1.23%7,354CommonNONE
46432F339QUALISHARES TR$2.5M1.20%12,063CommonNONE
14021M107CGIECAPITAL GROUP INTERNATIONAL$2.4M1.16%64,818CommonNONE
02079K107GOOGALPHABET INC$2.3M1.14%7,216CommonNONE
886364231GRNYTIDAL TRUST I$2.0M0.99%80,472CommonNONE
48817R870RUNNSTRATEGIC TRUST$2.0M0.96%56,754CommonNONE
92046L338MBSFVALUED ADVISERS TR$2.0M0.96%76,837CommonNONE
88160R101TSLATESLA INC$2.0M0.95%4,677CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.9M0.95%2,802CommonNONE
092528603BINCBLACKROCK ETF TRUST II$1.9M0.91%35,351CommonNONE
696930106PSQOPALMER SQUARE FUNDS TRUST$1.9M0.91%90,252CommonNONE
02072L433ROEEA SERIES TRUST$1.8M0.86%47,153CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$1.7M0.85%35,538CommonNONE
922908363VOOVANGUARD INDEX FDS$1.7M0.82%2,622CommonNONE
464288760ITAISHARES TR$1.6M0.80%6,969CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.71%2,937CommonNONE
02072Q663AGGAEA SERIES TRUST$1.4M0.70%56,821CommonNONE
46141T117PPIINVESTMENT MANAGERS SER TR I$1.4M0.68%67,655CommonNONE
46434G103IEMGISHARES INC$1.4M0.67%18,505CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$1.3M0.65%10,939CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.3M0.61%21,537CommonNONE
532457108LLYELI LILLY & CO$1.3M0.61%1,201CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$1.2M0.59%14,217CommonNONE
09290C780BAIBLACKROCK ETF TRUST$1.2M0.58%33,521CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M0.56%7,625CommonNONE
478160104JNJJOHNSON & JOHNSON$1.1M0.55%4,721CommonNONE
00287Y109ABBVABBVIE INC$1.1M0.54%4,978CommonNONE
02072L516CAOSEA SERIES TRUST$1.1M0.51%11,677CommonNONE
921910709EDVVANGUARD WORLD FD$1.0M0.49%15,275CommonNONE
931142103WMTWALMART INC$965,8020.47%7,486CommonNONE
46432F842IEFAISHARES TR$962,0180.47%9,916CommonNONE
742718109PGPROCTER AND GAMBLE CO$873,4960.43%5,552CommonNONE
92826C839VVISA INC$866,3990.42%2,661CommonNONE
580135101MCDMCDONALDS CORP$836,3000.41%2,568CommonNONE
780087102RYROYAL BK CDA$810,5410.39%4,654CommonNONE
00777X520MBSXADVISOR MANAGED PORTFOLIOS$804,3790.39%30,678CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$729,5240.36%14,498CommonNONE
57636Q104MAMASTERCARD INCORPORATED$723,7660.35%1,352CommonNONE
64110L106NFLXNETFLIX INC$712,2920.35%8,743CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$712,2750.35%26,014CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$710,2080.35%3,288CommonNONE
231021106CMICUMMINS INC$682,9120.33%1,136CommonNONE
464288885EFGISHARES TR$672,3770.33%5,532CommonNONE
17275R102CSCOCISCO SYS INC$652,9380.32%7,524CommonNONE
464287572IOOISHARES TR$649,6580.32%5,007CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$643,1240.31%16,034CommonNONE
172062101CINFCINCINNATI FINL CORP$639,3730.31%3,790CommonNONE
949746101WMT2WELLS FARGO CO NEW$632,6130.31%6,687CommonNONE
437076102HDHOME DEPOT INC$624,7660.30%1,640CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$619,4540.30%2,449CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$611,7960.30%12,170CommonNONE
46428Q109SLVISHARES SILVER TR$609,0040.30%8,009CommonNONE
127190304CACICACI INTL INC$597,1220.29%937CommonNONE
872540109TJXTJX COS INC NEW$595,8990.29%3,814CommonNONE
191216100KOCOCA COLA CO$585,4770.29%7,509CommonNONE
595112103MUMICRON TECHNOLOGY INC$584,8390.28%1,525CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$557,4040.27%10,915CommonNONE
59156R108METMETLIFE INC$550,0550.27%7,211CommonNONE
09789C861XONEBONDBLOXX ETF TRUST$549,9000.27%11,099CommonNONE
512807306LRCXLAM RESEARCH CORP$547,9790.27%2,390CommonNONE
46429B671MCHIISHARES TR$545,8940.27%8,809CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$536,6270.26%3,755CommonNONE
458140100INTCINTEL CORP$533,7060.26%10,623CommonNONE
060505104BACBANK AMERICA CORP$516,7020.25%9,160CommonNONE
886364637RISRTIDAL TRUST I$510,4480.25%14,142CommonNONE
534187109LNCLINCOLN NATL CORP IND$509,2170.25%12,830CommonNONE
47103U845JAAAJANUS DETROIT STR TR$504,5190.25%9,955CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$503,1990.25%9,998CommonNONE
464288182AAXJISHARES TR$496,6450.24%4,851CommonNONE
149123101CATCATERPILLAR INC$488,5270.24%658CommonNONE
369604301GEGE AEROSPACE$487,1460.24%1,538CommonNONE
88636J345RSSYTIDAL TRUST II$475,9590.23%23,539CommonNONE
244199105DEDEERE & CO$448,1150.22%765CommonNONE
68389X105ORCLORACLE CORP$443,4630.22%2,832CommonNONE
038222105AMATAPPLIED MATLS INC$440,9800.21%1,334CommonNONE
002824100ABTABBOTT LABS$440,6150.21%3,967CommonNONE
464287234EEMISHARES TR$440,0890.21%7,273CommonNONE
58933Y105MRKMERCK & CO INC$438,2050.21%3,725CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$437,8860.21%1,856CommonNONE
369550108GDGENERAL DYNAMICS CORP$427,9140.21%1,188CommonNONE
969457100WMBWILLIAMS COS INC$419,3810.20%6,181CommonNONE
718172109PMPHILIP MORRIS INTL INC$415,8390.20%2,287CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$414,6750.20%1,721CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$407,9000.20%814CommonNONE
713448108PEPPEPSICO INC$407,7260.20%2,449CommonNONE
H1467J104CBCHUBB LIMITED$403,4720.20%1,237CommonNONE
464287200IVVISHARES TR$400,8270.20%575CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$398,2830.19%94CommonNONE
064058100BKBANK NEW YORK MELLON CORP$393,5490.19%3,084CommonNONE
46432F834IXUSISHARES TR$384,3160.19%4,171CommonNONE
79466L302CRMSALESFORCE INC$383,2090.19%1,975CommonNONE
36828A101GEVGE VERNOVA INC$377,5250.18%471CommonNONE
00206R102TAT&T INC$370,0230.18%13,649CommonNONE
808513105SCHWSCHWAB CHARLES CORP$366,9800.18%3,423CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$363,6090.18%1,227CommonNONE
882508104TXNTEXAS INSTRS INC$361,1890.18%1,651CommonNONE
75513E101RTXRTX CORPORATION$358,4390.17%1,827CommonNONE
464286392URTHISHARES INC$354,3280.17%1,847CommonNONE
464286772EWYISHARES INC$352,5620.17%2,797CommonNONE
031162100AMGNAMGEN INC$351,7680.17%936CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$349,6050.17%1,268CommonNONE
291011104EMREMERSON ELEC CO$348,3420.17%2,177CommonNONE
166764100CVXCHEVRON CORP NEW$347,3050.17%1,902CommonNONE
94106L109WMWASTE MGMT INC DEL$347,1210.17%1,506CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$347,0850.17%1,998CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$341,8550.17%6,373CommonNONE
747525103QCOMQUALCOMM INC$336,7340.16%2,424CommonNONE
617446448MSMORGAN STANLEY$336,0710.16%1,843CommonNONE
92204A702VGTVANGUARD WORLD FD$332,1500.16%442CommonNONE
651639106NEMNEWMONT CORP$328,2650.16%2,719CommonNONE
254687106DISDISNEY WALT CO$327,1040.16%3,053CommonNONE
464287184FXIISHARES TR$323,9070.16%8,221CommonNONE
464288430AIAISHARES TR$322,2300.16%2,914CommonNONE
46436E718SGOVISHARES TR$321,8420.16%3,204CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$318,0000.15%337CommonNONE
78464A409SPYGSPDR SERIES TRUST$316,4660.15%2,983CommonNONE
32054K103FRFIRST INDL RLTY TR INC$316,4030.15%5,307CommonNONE
G0403H108AONAON PLC$315,9260.15%1,018CommonNONE
217204106CPRTCOPART INC$313,5740.15%7,781CommonNONE
504922105LHLABCORP HOLDINGS INC$310,9230.15%1,135CommonNONE
219350105GLWCORNING INC$305,3920.15%2,324CommonNONE
907818108UNPUNION PAC CORP$301,3930.15%1,185CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$299,6470.15%608CommonNONE
464286632EISISHARES INC$297,2590.14%2,450CommonNONE
002205102AZA2Z CUST2MATE SOLUTIONS CORP$296,1260.14%45,911CommonNONE
172967424CCITIGROUP INC$295,6520.14%2,389CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$294,6390.14%12,581CommonNONE
313148306AGMFEDERAL AGRIC MTG CORP$292,4530.14%1,649CommonNONE
464287721IYWISHARES TR$292,1240.14%1,488CommonNONE
78463X202FEZSPDR INDEX SHS FDS$290,9030.14%4,248CommonNONE
921937835BNDVANGUARD BD INDEX FDS$288,0900.14%3,880CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$277,7190.14%1,173CommonNONE
650111107NYTNEW YORK TIMES CO$273,6860.13%3,986CommonNONE
46431W838MEARISHARES U S ETF TR$271,5590.13%5,377CommonNONE
69374H857CALFPACER FDS TR$269,8800.13%5,773CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$269,8180.13%5,325CommonNONE
032095101APHAMPHENOL CORP NEW$267,7790.13%1,857CommonNONE
95766R104WIWWESTERN AST INFL LKD OPP & I$265,2030.13%30,624CommonNONE
464288257ACWIISHARES TR$264,4540.13%1,794CommonNONE
03831W108APPAPPLOVIN CORP$264,2580.13%574CommonNONE
375558103GILDGILEAD SCIENCES INC$262,4090.13%1,730CommonNONE
482480100KLACKLA CORP$262,1090.13%182CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$256,3880.12%3,386CommonNONE
56585A102MPCMARATHON PETE CORP$252,7300.12%1,237CommonNONE
461202103INTUINTUIT$251,1250.12%574CommonNONE
46435G334EWUISHARES TR$250,8520.12%5,335CommonNONE
46434G822EWJISHARES INC$250,6820.12%2,746CommonNONE
98419M100XYLXYLEM INC$250,1620.12%1,784CommonNONE
443201108HWMHOWMET AEROSPACE INC$248,5660.12%1,104CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$247,0960.12%1,510CommonNONE
922908769VTIVANGUARD INDEX FDS$241,5870.12%705CommonNONE
00724F101ADBEADOBE INC$238,6090.12%894CommonNONE
381430438GSEWGOLDMAN SACHS ETF TR$236,5980.12%2,659CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$234,9670.11%4,430CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$232,2930.11%1,573CommonNONE
438516106HONHONEYWELL INTL INC$230,4860.11%961CommonNONE
025072364AVIVAMERICAN CENTY ETF TR$230,4400.11%2,924CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$229,9010.11%4,482CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$228,6170.11%3,762CommonNONE
37954Y483QYLDGLOBAL X FDS$224,2390.11%12,612CommonNONE
78464A870XBISPDR SERIES TRUST$223,2380.11%1,770CommonNONE
464287515IGVISHARES TR$220,9860.11%2,598CommonNONE
74933W213RBILRBB FD INC$220,1770.11%4,423CommonNONE
025816109AXPAMERICAN EXPRESS CO$211,8400.10%589CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$211,3480.10%4,495CommonNONE
040413205ANETARISTA NETWORKS INC$209,9170.10%1,481CommonNONE
78470P309EMTLSSGA ACTIVE TR$209,8270.10%4,869CommonNONE
548661107LOWLOWES COS INC$209,3290.10%756CommonNONE
33739P830FSMBFIRST TR EXCH TRADED FD III$208,1590.10%10,310CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$207,2750.10%2,517CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$205,2740.10%6,533CommonNONE
428291108HXLHEXCEL CORP NEW$203,1880.10%2,361CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$202,8480.10%371CommonNONE
097023105BABOEING CO$202,6870.10%828CommonNONE
G3730V105FTAIFTAI AVIATION LTD$202,4040.10%735CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$149,6760.07%10,189CommonNONE
70336F203PNBKPATRIOT NATL BANCORP INC$72,0000.04%50,000CommonNONE
35472T101FTFFRANKLIN LTD DURATION INCOME$62,7660.03%10,091CommonNONE

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.