Black Diamond Financial, LLC New Holdings in Q3 2025

Black Diamond Financial, LLC

  • $889 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
79.6K
New
$74.93 - $80.73 $5.96M - $6.42M
79.6K $6.42M
DFUS
Dimensional ETF Tr U S Equity

ETFs
61.2K
New
$67.01 - $72.84 $4.1M - $4.46M
61.2K $4.44M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
31.3K
New
$39.8 - $42.86 $1.25M - $1.34M
31.3K $1.34M
PWR
Quanta Services, Inc.

Industrials
1.63K
New
$372.29 - $421.68 $606K - $687K
1.63K $675K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.4K
New
$42.67 - $46.91 $613K - $674K
14.4K $672K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.62K
New
$339.37 - $366.46 $549K - $593K
1.62K $591K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
9.27K
New
$47.64 - $51.71 $441K - $479K
9.27K $477K
AXP
American Express CO

Financial Services
1.08K
New
$294.27 - $342.31 $319K - $371K
1.08K $360K
PLTR
Palantir Technologies Inc.

Technology
1.93K
New
$130.68 - $186.97 $252K - $360K
1.93K $351K
SPYG
Spdr Portfolio

ETFs
3.27K
New
$94.33 - $105.31 $309K - $345K
3.27K $341K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.74K
New
$68.24 - $73.73 $255K - $276K
3.74K $274K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
4.24K
New
$62.49 - $64.56 $265K - $274K
4.24K $272K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.7K
New
$52.12 - $55.33 $245K - $260K
4.7K $259K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.18K
New
$36.04 - $38.78 $223K - $239K
6.18K $238K
SLV
I Shares Silver Trust

ETFs
5.23K
New
$32.73 - $42.5 $171K - $222K
5.23K $221K
SO
Southern CO

Utilities
2.33K
New
$90.83 - $96.0 $211K - $223K
2.33K $220K
IWM
Ishares Russell 2000 ETF

ETFs
911
New
$214.92 - $244.84 $196K - $223K
911 $220K
SPG
Simon Property Group Inc

Real Estate
1.17K
New
$159.93 - $187.67 $187K - $220K
1.17K $219K
ISRG
Intuitive Surgical Inc

Healthcare
481
New
$433.66 - $544.47 $209K - $262K
481 $215K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.09K
New
$64.58 - $69.94 $199K - $216K
3.09K $214K
MCD
Mcdonalds Corp

Consumer Cyclical
679
New
$291.67 - $316.99 $198K - $215K
679 $206K
GS
Goldman Sachs Group Inc

Financial Services
254
New
$696.56 - $806.32 $177K - $205K
254 $202K
Blackrock Inc
183
New
N/A
183 $0
Ge Vernova Inc
337
New
N/A
337 $0
Southstate Bk Corp
4.7K
New
N/A
4.7K $0
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
Track This Portfolio

Track Black Diamond Financial, LLC Portfolio

Follow Black Diamond Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Black Diamond Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Black Diamond Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email