Black Diamond Wealth Management Inc. Portfolio Holdings

Black Diamond Wealth Management Inc.

  • $152 Million
  • Q3 2025

Black Diamond Wealth Management Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $9.67M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.05M, Microsoft Corp with a value of $6.26M, Apple Inc. with a value of $6.06M, and Ishares Core S&P Total U.S. St with a value of $5.18M.

Examining the 13F form we can see an increase of $5.29M in the current position value, from $147M to 152M.

Below you can find more details about Black Diamond Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $152 Million
ETFs: $76 Million
Technology: $26.7 Million
Financial Services: $11.6 Million
Communication Services: $9.93 Million
Consumer Cyclical: $8.35 Million
Consumer Defensive: $5.44 Million
Healthcare: $3.76 Million
Industrials: $3.61 Million
Other: $1.87 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.52B
$286,000 0.19% of portfolio
1,706
Q3 2025 Reduced 6.42%
$597M
$0 0.0% of portfolio
-
Q3 2025 Added 7.19%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $152 Million
  • Prior Value $147 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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