Black Diamond Wealth Management Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $147 Million distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $14.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $7.79M, Microsoft Corp with a value of $5.74M, Apple Inc. with a value of $4.9M, and Ishares Core S&P Total U.S. St with a value of $4.89M.
Examining the 13F form we can see an increase of $25.2M in the current position value, from $121M to 147M.
Below you can find more details about Black Diamond Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$147 Million
ETFs: $76.1 Million
Technology: $22.5 Million
Financial Services: $13.2 Million
Communication Services: $8.84 Million
Consumer Cyclical: $7.44 Million
Consumer Defensive: $5.76 Million
Industrials: $3.39 Million
Healthcare: $3.21 Million
Other: $1.93 Million
Stock Holdings Table Market Cap. of $200 Billions or more
