Black Diamond Financial, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $642 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Value with a value of $78.7M, Vanguard Mega Cap Growth ETF with a value of $58.8M, Ishares Core U.S. Aggregate Bo with a value of $32M, Spdr Ser Tr Spdr Portfolio Int with a value of $31.6M, and Schwab Strategic Tr Us Large C with a value of $28.5M.
Examining the 13F form we can see an decrease of $22.8M in the current position value, from $665M to 642M.
Below you can find more details about Black Diamond Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$642 Million
ETFs: $583 Million
Consumer Cyclical: $14.9 Million
Technology: $13.3 Million
Healthcare: $8.86 Million
Financial Services: $8.08 Million
Communication Services: $3.8 Million
Industrials: $3.45 Million
Utilities: $2.55 Million
Other: $3.93 Million
Stock Holdings Table Market Cap. of $200 Billions or more
