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Institutional

BlackDiamond Wealth Management, LLC

CIK 0001903059
$208.1M
Reported AUM
203
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · BlackDiamond Wealth Management, LLC · Q1 2026

AI · grounded in 13F

BlackDiamond Wealth Management, LLC established a new position in SPIP valued at $1.56M. The fund also opened a new position in TEVA for $1.06M and increased its holdings in RBIL by 690.48%. On the sell side, the manager trimmed positions in AGGA by 76.44% and UCON by 73.31%.

Portfolio · Q1 2026

USFR$15.0MSPYMAAPLMSFTITOTNVDAQDPLCGDVGOOGLOther$135.3MBL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1USFRWISDOMTREE TR$50.390.06%4.03%19.29%$15.0M7.20%+149,500+100.8%
2SPYMSPDR SERIES TRUST$86.81-2.58%24.60%80.04%$9.5M4.57%+23,020+22.8%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$6.9M3.32%405−1.5%
4MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$5.8M2.80%+177+1.1%
5ITOTISHARES TR$161.35-2.71%24.52%71.42%$5.5M2.63%274−0.7%
6NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$5.1M2.46%244−0.8%
7QDPLPACER FDS TR$44.86-2.90%22.46%67.38%$5.0M2.40%+3,724+3.1%
8CGDVCAPITAL GROUP DIVIDEND VALUE$47.88-2.35%27.42%97.51%$4.7M2.27%+3,069+2.8%
9GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$4.1M1.97%+221+1.6%
10AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$3.9M1.85%+76+0.4%
11VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$3.7M1.77%+917+1.4%
12DYNFBLACKROCK ETF TRUST$65.88-2.95%26.09%95.79%$3.6M1.74%6,293−9.2%
13EFVISHARES TR$76.90-1.91%25.29%81.64%$3.2M1.51%580−1.4%
14COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$2.9M1.41%+7+0.2%
15BOXXEA SERIES TRUST$116.950.02%4.05%16.74%$2.9M1.40%1,208−4.6%
16CGSDCAPITAL GRP FIXED INCM ETF T$25.72-0.19%4.36%19.14%$2.8M1.36%+705+0.6%
17RSSTTIDAL TRUST II$32.25-6.56%46.12%72.44%$2.6M1.27%+1,756+1.9%
18XLKSELECT SECTOR SPDR TR$180.30-6.66%52.15%143.77%$2.6M1.24%+144+0.7%
19EFGISHARES TR$119.90-3.38%10.57%18.62%$2.6M1.23%+17,406+314.6%
20METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$2.5M1.21%83−1.8%
21JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$2.4M1.17%183−2.2%
22GLDMWORLD GOLD TR$85.42-3.67%30.23%136.75%$2.3M1.10%8,868−26.5%
23CGIECAPITAL GROUP INTERNATIONAL$35.74-2.83%10.62%50.68%$2.3M1.09%+2,257+3.5%
24QUALISHARES TR$213.14-1.93%19.32%64.31%$2.3M1.09%247−2.0%
25AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$2.2M1.06%210−2.9%
26GOOGALPHABET INC$365.76-0.95%109.82%172.71%$2.1M1.00%+24+0.3%
27ITAISHARES TR$229.45-0.92%26.77%121.06%$2.1M1.00%+2,509+36.0%
28BINCBLACKROCK ETF TRUST II$52.02-0.19%6.10%21.83%$2.1M0.99%+4,467+12.6%
29MBSFVALUED ADVISERS TR$25.64-0.10%5.76%12.64%$2.0M0.98%+3,020+3.9%
30JPIBJ P MORGAN EXCHANGE TRADED F$47.89-0.40%5.03%14.14%$2.0M0.94%+5,433+15.3%
31RUNNSTRATEGIC TRUST$32.56-0.28%$1.9M0.90%+1,118+2.0%
32SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$1.9M0.89%+53+1.9%
33TSLATESLA INC$391.00-6.56%$1.8M0.86%+156+3.3%
34PSQOPALMER SQUARE FUNDS TR$20.82-0.05%$1.8M0.86%3,020−3.3%
35RBILRBB FD INC$50.08-0.04%$1.8M0.84%+30,540+690.5%
36ROEEA SERIES TRUST$41.16-3.33%$1.7M0.80%+88+0.2%
37PPIINVESTMENT MANAGERS SER TR I$21.17-2.54%$1.6M0.78%+10,491+15.5%
38VOOVANGUARD INDEX FDS$678.00-2.59%$1.6M0.76%+33+1.3%
39SPIPSPDR SERIES TRUST$25.64-0.43%$1.6M0.75%+60,121NEW
40GRNYTIDAL TRUST I$26.90-3.10%$1.5M0.70%19,351−24.0%
41BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.69%+50+1.7%
42SPMOINVESCO EXCH TRADED FD TR II$144.28-5.59%$1.4M0.66%+1,279+11.7%
43XOMEXXON MOBIL CORP$149.92-1.39%$1.4M0.66%+436+5.7%
44AVEMAMERICAN CENTY ETF TR$91.23-6.45%$1.4M0.65%+2,616+18.4%
45JEPQJ P MORGAN EXCHANGE TRADED F$58.90-3.01%$1.3M0.63%+2,202+10.2%
46JNJJOHNSON & JOHNSON$232.772.02%$1.2M0.57%+115+2.4%
47LLYELI LILLY & CO$1131.420.55%$1.2M0.55%+53+4.4%
48ABBVABBVIE INC$227.231.02%$1.1M0.53%+65+1.3%
49CAOSEA SERIES TRUST$90.580.12%$1.1M0.52%+320+2.7%
50BAIBLACKROCK ETF TRUST$45.55-9.78%$1.1M0.51%1,300−3.9%
51TEVATEVA PHARMACEUTICAL INDS LTD$34.19-0.70%$1.1M0.51%+35,190NEW
52EDVVANGUARD WORLD FD$63.63-0.55%$1.0M0.49%+496+3.2%
53UCONFIRST TR EXCHNG TRADED FD VI$24.83-0.28%$966K0.46%107,078−73.3%
54WMTWALMART INC$118.880.97%$940K0.45%+78+1.0%
55IEFAISHARES TR$95.56-2.60%$905K0.43%+77+0.8%
56MBSXADVISOR MANAGED PORTFOLIOS$27.095.59%$892K0.43%+981+3.2%
57IALTBLACKROCK ETF TRUST$28.30-1.19%$832K0.40%+30,530NEW
58IBITISHARES BITCOIN TRUST ETF$34.14-5.22%$830K0.40%+5,560+34.7%
59PGPROCTER & GAMBLE CO$146.544.09%$825K0.40%+163+2.9%
60MCDMCDONALDS CORP$279.842.61%$812K0.39%+44+1.7%
61NFLXNETFLIX INC.$82.180.76%$798K0.38%439−5.0%
62COSTCO WHOLESALE CORPORATION$797K0.38%+800NEW
63VVISA INC$323.571.06%$789K0.38%52−2.0%
64RYROYAL BK CDA$194.04-0.48%$753K0.36%HELD
65FRDMEA SERIES TRUST$66.74-8.17%$709K0.34%+12,972NEW
66SCHXSCHWAB STRATEGIC TR$29.05-2.65%$700K0.34%+1,294+5.0%
67SPEMSPDR INDEX SHS FDS$50.53-4.04%$700K0.34%+424+2.9%
68IEMGISHARES INC$78.63-6.40%$697K0.33%8,508−46.0%
69AMDADVANCED MICRO DEVICES INC$466.38-10.86%$676K0.32%+34+1.0%
70MAMASTERCARD INCORPORATED$491.081.93%$660K0.32%32−2.4%
71CSCOCISCO SYS INC$121.64-6.43%$633K0.30%+632+8.4%
72TJXTJX COS INC NEW$160.711.31%$631K0.30%+135+3.5%
73QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%$628K0.30%+195+8.0%
74PNCPNC FINL SVCS GROUP INC$228.370.57%$625K0.30%+1,282+74.5%
75CMICUMMINS INC$651.22-3.96%$617K0.30%+11+1.0%
76CINFCINCINNATI FINL CORP$165.292.88%$597K0.29%+3+0.1%
77MUMICRON TECHNOLOGY INC$864.01-13.25%$595K0.29%+235+15.4%
78KOCOCA COLA CO$79.483.46%$587K0.28%+214+2.8%
79XONEBONDBLOXX ETF TRUST$49.28-0.04%$574K0.28%+490+4.4%
80PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$552K0.27%+21+0.6%
81HDHOME DEPOT INC$310.780.27%$550K0.26%+32+2.0%
82LRCXLAM RESEARCH CORP$303.28-9.85%$549K0.26%+179+7.5%
83JMSTJ P MORGAN EXCHANGE TRADED F$50.930.02%$549K0.26%150−1.4%
84XHLFBONDBLOXX ETF TRUST$50.200.04%$547K0.26%1,302−10.7%
85AMATAPPLIED MATLS INC$453.01-9.71%$536K0.26%+235+17.6%
86WMT2WELLS FARGO & CO$529K0.25%40−0.6%
87CACICACI INTL INC$531.41-0.14%$527K0.25%+32+3.4%
88RISRTIDAL TRUST I$36.390.58%$526K0.25%+373+2.6%
89RSSYTIDAL TRUST II$25.11-1.89%$524K0.25%HELD
90GSYINVESCO ACTIVELY MANAGED EXC$50.16-0.06%$522K0.25%+419+4.2%
91IOOISHARES TR$138.58-2.98%$520K0.25%710−14.2%
92METMETLIFE INC$84.491.23%$515K0.25%+75+1.0%
93CATCATERPILLAR INC$904.28-3.85%$507K0.24%+58+8.8%
94AAXJISHARES TR$112.04-7.09%$507K0.24%+411+8.5%
95DEDEERE & CO$583.44-1.40%$506K0.24%+133+17.4%
96INTCINTEL CORP$99.17-11.28%$501K0.24%+721+6.8%
97WMBWILLIAMS COS INC$71.96-0.65%$475K0.23%+347+5.6%
98CVXCHEVRON CORPORATION$187.31-0.55%$464K0.22%+340+17.9%
99ORCLORACLE CORP$213.68-9.59%$464K0.22%+320+11.3%
100KEYSKEYSIGHT TECHNOLOGIES INC$329.83-3.87%$455K0.22%245−13.2%
101LNCLINCOLN NATL CORP IND$34.742.06%$448K0.22%222−1.7%
102GEGE AEROSPACE$441K0.21%+16+1.0%
103GEVGE VERNOVA INC$430K0.21%+22+4.7%
104GDGENERAL DYNAMICS CORP$428K0.21%+60+5.1%
105MRKMERCK & CO INC$427K0.21%173−4.6%
106EWYISHARES INC$419K0.20%+606+21.7%
107EEMISHARES TR$418K0.20%+83+1.1%
108BACBANK AMERICA CORP$414K0.20%663−7.2%
109ABTABBOTT LABORATORIES$412K0.20%+48+1.2%
110DIASTATE STR SPDR DOW JONES IND$412K0.20%+76+9.3%
111CBCHUBB LTD SWITZ$411K0.20%+24+1.9%
112PMPHILIP MORRIS INTL INC$408K0.20%+183+8.0%
113PEPPEPSICO INC$405K0.19%+162+6.6%
114JAAAJANUS DETROIT STR TR$404K0.19%1,938−19.5%
115TAT&T INC$394K0.19%49−0.4%
116RTXRTX CORPORATION$377K0.18%+129+7.1%
117IVVISHARES TR$373K0.18%4−0.7%
118BKBANK NEW YORK MELLON CORP$363K0.17%28−0.9%
119AZA2Z CUST2MATE SOLUTIONS CORP$362K0.17%+8,293+18.1%
120UNHUNITEDHEALTH GROUP INC$355K0.17%+43+3.4%
121WMWASTE MGMT INC DEL$350K0.17%+15+1.0%
122AMGNAMGEN INC$349K0.17%+56+6.0%
123URTHISHARES INC$345K0.17%+71+3.8%
124TXNTEXAS INSTRS INC$343K0.16%+115+7.0%
125AGGAEA SERIES TRUST$336K0.16%43,434−76.4%
126NYTNEW YORK TIMES CO MTN BE$330K0.16%42−1.1%
127GILDGILEAD SCIENCES INC$330K0.16%+637+36.8%
128AIAISHARES TR$328K0.16%+175+6.0%
129AONAON PLC$324K0.16%13−1.3%
130SCHWSCHWAB CHARLES CORP$322K0.15%1−0.0%
131NEMNEWMONT CORP$321K0.15%+242+8.9%
132UNPUNION PAC CORP$319K0.15%+131+11.1%
133CRMSALESFORCE INC$318K0.15%271−13.7%
134VGTVANGUARD WORLD FD$308K0.15%HELD
135FRFIRST INDL RLTY TR INC$307K0.15%HELD
136ACWIISHARES TR$307K0.15%+422+23.5%
137KLACKLA CORP$305K0.15%+25+13.7%
138LHLABCORP HOLDINGS INC$303K0.15%+2+0.2%
139MSMORGAN STANLEY$301K0.14%15−0.8%
140SCHZSCHWAB STRATEGIC TR$300K0.14%+343+2.7%
141VZVERIZON COMMUNICATIONS INC$298K0.14%+1,443+32.1%
142APHAMPHENOL CORP$298K0.14%+499+26.9%
143IBMINTERNATIONAL BUSINESS MACHS$298K0.14%+1+0.1%
144MPCMARATHON PETE CORP$295K0.14%30−2.4%
145DISDISNEY WALT CO$294K0.14%5−0.2%
146GSGOLDMAN SACHS GROUP INC$293K0.14%+9+2.7%
147EMREMERSON ELEC CO$288K0.14%+19+0.9%
148BKNGBOOKING HOLDINGS INC$286K0.14%26−27.7%
149BNDVANGUARD BD INDEX FDS$286K0.14%HELD
150EISISHARES INC$284K0.14%HELD
151JPSTJ P MORGAN EXCHANGE TRADED F$282K0.14%+244+4.6%
152SPYGSPDR SERIES TRUST$280K0.13%123−4.1%
153QCOMQUALCOMM INC$280K0.13%253−10.4%
154HONHONEYWELL INTL INC$278K0.13%+267+27.8%
155ADIANALOG DEVICES INC$276K0.13%+866NEW
156GLWCORNING INC$275K0.13%302−13.0%
157SCHBSCHWAB STRATEGIC TR$271K0.13%+10,803NEW
158IYWISHARES TR$270K0.13%HELD
159HWMHOWMET AEROSPACE INC$269K0.13%+64+5.8%
160CCITIGROUP INC$269K0.13%17−0.7%
161IXUSISHARES TR$269K0.13%1,068−25.6%
162FEZSPDR INDEX SHS FDS$267K0.13%+59+1.4%
163CALFPACER FDS TR$259K0.12%+2+0.0%
164MEARISHARES U S ETF TR$254K0.12%337−6.3%
165ISRGINTUITIVE SURGICAL INC$252K0.12%61−10.0%
166AGMFEDERAL AGRIC MTG CORP$250K0.12%+36+2.2%
167SLVISHARES SILVER TR$249K0.12%4,349−54.3%
168EWUISHARES TR$247K0.12%+97+1.8%
169ANETARISTA NETWORKS INC$247K0.12%+527+35.6%
170XLISELECT SECTOR SPDR TR$243K0.12%495−24.8%
171DFUSDIMENSIONAL ETF TRUST$239K0.11%11−0.3%
172CPRTCOPART INC$238K0.11%605−7.8%
173BIVVANGUARD BD INDEX FDS$236K0.11%+3,060NEW
174VTVANGUARD INTL EQUITY INDEX F$232K0.11%+107+6.8%
175PFEPFIZER INC$231K0.11%+8,226NEW
176BMYBRISTOL-MYERS SQUIBB CO$230K0.11%+22+0.6%
177EWJISHARES INC$229K0.11%37−1.3%
178VTIVANGUARD INDEX FDS$226K0.11%HELD
179MRVLMARVELL TECHNOLOGY INC$226K0.11%236−9.4%
180INTUINTUIT$224K0.11%56−9.8%
181GSEWGOLDMAN SACHS ETF TR$224K0.11%16−0.6%
182TSMTAIWAN SEMICONDUCTOR MANUFAC$224K0.11%+662NEW
183XBISPDR SERIES TRUST$222K0.11%30−1.7%
184GPIXGOLDMAN SACHS ETF TR$222K0.11%HELD
185XYLXYLEM INC$221K0.11%+65+3.6%
186WIWWESTERN AST INFL LKD OPP & I$221K0.11%4,558−14.9%
187QGROAMERICAN CENTY ETF TR$220K0.11%+2,090NEW
188AVIVAMERICAN CENTY ETF TR$219K0.11%HELD
189EMXCISHARES INC$219K0.11%+2,779NEW
190QYLDGLOBAL X FDS$216K0.10%+8+0.1%
191ETNEATON CORP PLC$216K0.10%+604NEW
192LINLINDE PLC$215K0.10%+434NEW
193NEENEXTERA ENERGY INC$214K0.10%+2,308NEW
194EXPDEXPEDITORS INTL WASH INC$213K0.10%24−1.6%
195TELTE CONNECTIVITY PLC$210K0.10%+1,004NEW
196XLESELECT SECTOR SPDR TR$205K0.10%3,028−47.5%
197OZKBANK OZK LITTLE ROCK ARK$204K0.10%28−0.6%
198MPWRMONOLITHIC PWR SYS INC$201K0.10%+184NEW
199BITWBITWISE 10 CRYPTO INDEX ETF$201K0.10%+4,508NEW
200RIVNRIVIAN AUTOMOTIVE INC$153K0.07%HELD
201PNBKPATRIOT NATL BANCORP INC$65K0.03%HELD
202PTONPELOTON INTERACTIVE INC$47K0.02%+10,862NEW
203PUSAAUREUS GREENWAY HLDGS INC$34K0.02%+10,150NEW
204MCHIISHARES TR8,809EXITED
205FXIISHARES TR8,221EXITED
206SGOVISHARES TR3,204EXITED
207ACNACCENTURE PLC IRELAND1,173EXITED
208APPAPPLOVIN CORP574EXITED
209ADBEADOBE INC894EXITED
210IGVISHARES TR2,598EXITED
211AXPAMERICAN EXPRESS CO589EXITED
212EMTLSSGA ACTIVE TR4,869EXITED
213LOWLOWES COS INC756EXITED
214FSMBFIRST TR EXCH TRADED FD III10,310EXITED
215SCHGSCHWAB STRATEGIC TR6,533EXITED
216HXLHEXCEL CORP NEW2,361EXITED
217TMOTHERMO FISHER SCIENTIFIC INC371EXITED
218BABOEING CO828EXITED
219FTAIFTAI AVIATION LTD735EXITED
220FTFFRANKLIN LTD DURATION INCOME10,091EXITED

Source: SEC EDGAR · accession 0001951757-26-000832. 13F discloses long positions only — shorts, foreign equities, and options are excluded.