Black Diamond Financial, LLC Incresed Positions in Q3 2025

Black Diamond Financial, LLC

  • $889 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
60.8K
+ 37.88%
$362.31 - $405.74 $22M - $24.7M
221K $89.1M
MGV
Vanguard Mega Cap Value

ETFs
160K
+ 26.66%
$129.46 - $137.85 $20.7M - $22.1M
760K $105M
VUG
Vanguard Growth ETF

ETFs
45K
+ 92.31%
$433.97 - $484.08 $19.5M - $21.8M
93.8K $45M
VTV
Vanguard Value ETF

ETFs
66.2K
+ 104.29%
$175.51 - $186.57 $11.6M - $12.3M
130K $24.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
243K
+ 27.68%
$28.92 - $32.19 $7.02M - $7.81M
1.12M $35.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
246K
+ 23.91%
$27.61 - $29.15 $6.8M - $7.18M
1.28M $37.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
71.9K
+ 22.28%
$97.75 - $100.75 $7.03M - $7.24M
395K $39.6M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
79.2K
+ 71.46%
$76.29 - $80.63 $6.04M - $6.38M
190K $15.3M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
231K
+ 21.04%
$28.38 - $29.05 $6.57M - $6.72M
1.33M $38.5M
VBR
Vanguard Small Cap Value ETF

ETFs
27.6K
+ 66.84%
$195.41 - $212.37 $5.39M - $5.86M
68.8K $14.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
32.3K
+ 587.3%
$181.56 - $190.33 $5.87M - $6.15M
37.8K $7.18M
VOT
Vanguard Mid Cap Growth Index

ETFs
18.6K
+ 31.1%
$282.75 - $294.19 $5.25M - $5.47M
78.3K $23M
MGC
Vanguard Mega Cap ETF

ETFs
15.4K
+ 15.71%
$224.2 - $245.55 $3.45M - $3.77M
113K $27.6M
ISCG
Ishares Morningstar Small Cap

ETFs
83.5K
+ 78.09%
$49.84 - $55.14 $4.16M - $4.6M
190K $10.3M
MUB
Ishares National Muni Bond ETF

ETFs
32.7K
+ 28.09%
$103.24 - $106.68 $3.38M - $3.49M
149K $15.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
67.2K
+ 32.07%
$52.39 - $53.11 $3.52M - $3.57M
277K $14.7M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
62.1K
+ 19.61%
$52.55 - $54.37 $3.26M - $3.38M
379K $20.5M
FREL
Fidelity Covington Tr Msci Rea

ETFs
112K
+ 19.72%
$26.84 - $28.32 $3M - $3.17M
679K $18.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
23.5K
+ 298.89%
$136.48 - $142.97 $3.2M - $3.36M
31.3K $4.39M
VO
Vanguard Mid Cap ETF

ETFs
9.7K
+ 28.67%
$279.83 - $293.74 $2.71M - $2.85M
43.5K $12.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
9.37K
+ 55.29%
$276.51 - $305.12 $2.59M - $2.86M
26.3K $7.84M
VOE
Vanguard Mid Cap Value Index F

ETFs
14.2K
+ 65.67%
$164.63 - $174.58 $2.34M - $2.48M
35.9K $6.27M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
128K
+ 13.61%
$11.54 - $15.0 $1.48M - $1.92M
1.07M $13.7M
SCHO
Schwab Short Term Us Treasury

ETFs
102K
+ 21.65%
$24.23 - $24.42 $2.47M - $2.49M
573K $14M
SCHX
Schwab Strategic Tr Us Large C

ETFs
36.7K
+ 4.78%
$24.46 - $26.5 $898K - $973K
805K $21.2M
ISCV
Ishares Morningstar Small Cap

ETFs
35K
+ 331.15%
$61.33 - $67.87 $2.15M - $2.38M
45.6K $3.04M
AAPL
Apple Inc.

Technology
2.96K
+ 10.42%
$202.38 - $256.87 $599K - $761K
31.4K $7.99M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.8K
+ 56.12%
$108.46 - $120.63 $1.39M - $1.54M
35.5K $4.22M
IEMG
Ishares Inc

ETFs
29.2K
+ 24.93%
N/A
146K $7.86M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
17.9K
+ 54.6%
$79.89 - $83.25 $1.43M - $1.49M
50.8K $4.2M
VTI
Vanguard Total Stock Market Et

ETFs
3.06K
+ 16.15%
$303.93 - $329.86 $929K - $1.01M
22K $7.22M
MA
Mastercard Inc

Financial Services
2.47K
+ 208.71%
$550.18 - $598.96 $1.36M - $1.48M
3.65K $2.08M
VB
Vanguard Small Cap ETF

ETFs
2.95K
+ 8.76%
$237.58 - $259.17 $701K - $765K
36.6K $9.32M
VEA
Vanguard Ftse Developed Market

ETFs
13.3K
+ 8.24%
$56.02 - $60.3 $747K - $804K
175K $10.5M
MSFT
Microsoft Corp

Technology
1.91K
+ 32.99%
$491.09 - $535.64 $939K - $1.02M
7.71K $3.99M
GLD
Spdr Gold Trust

ETFs
2.71K
+ 354.05%
$300.96 - $355.47 $816K - $964K
3.48K $1.24M
GOOG
Alphabet Inc.

Communication Services
1.14K
+ 12.08%
$175.16 - $255.24 $200K - $291K
10.6K $2.58M
V
Visa Inc.

Financial Services
2.62K
+ 139.49%
$332.09 - $358.86 $870K - $941K
4.5K $1.54M
VNQ
Vanguard Specialized Funds Van

ETFs
8.25K
+ 20.98%
$88.47 - $93.24 $730K - $769K
47.6K $4.35M
NVDA
Nvidia Corp

Technology
1.5K
+ 8.14%
$153.3 - $186.58 $229K - $279K
19.9K $3.71M
IVV
Ishares Core S&P 500 ETF

ETFs
522
+ 6.12%
$620.67 - $670.08 $324K - $350K
9.05K $6.06M
GOOGL
Alphabet Inc.

Communication Services
1.7K
+ 33.24%
$174.36 - $254.72 $296K - $433K
6.81K $1.66M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.36K
+ 3.11%
$28.15 - $30.13 $235K - $252K
277K $8.21M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.47K
+ 6.66%
$66.38 - $71.68 $297K - $320K
71.6K $5.11M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.71K
+ 230.59%
$109.47 - $119.06 $516K - $561K
6.75K $799K
JPM
Jpmorgan Chase & CO

Financial Services
865
+ 11.83%
$282.78 - $316.06 $245K - $273K
8.18K $2.58M
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.01%
$285.05 - $309.14 $285 - $309
19.8K $6.09M
META
Meta Platforms, Inc.

Communication Services
572
+ 43.6%
$695.21 - $791.73 $398K - $453K
1.88K $1.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
646
+ 13.46%
$459.11 - $506.91 $297K - $327K
5.45K $2.74M
Activity Summary
Buys All Purchases 121 New Holdings 26 Increased Positions 95 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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