Black Diamond Financial, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $665 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Value with a value of $88.2M, Vanguard Mega Cap Growth ETF with a value of $52.3M, Ishares Core U.S. Aggregate Bo with a value of $36.1M, Spdr Ser Tr Spdr Portfolio Int with a value of $35.2M, and Schwab Strategic Tr Us Large C with a value of $32.5M.
Examining the 13F form we can see an decrease of $1.59M in the current position value, from $667M to 665M.
Below you can find more details about Black Diamond Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$665 Million
ETFs: $607 Million
Consumer Cyclical: $12.9 Million
Technology: $12.4 Million
Healthcare: $9.51 Million
Financial Services: $8.75 Million
Industrials: $4.56 Million
Communication Services: $3.32 Million
Consumer Defensive: $2.59 Million
Other: $3.99 Million
Stock Holdings Table Market Cap. of $200 Billions or more
