Black Diamond Financial, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $889 Million distributed in 161 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Value with a value of $105M, Vanguard Mega Cap Growth ETF with a value of $89.1M, Vanguard Growth ETF with a value of $45M, Ishares Core U.S. Aggregate Bo with a value of $39.6M, and Spdr Ser Tr Spdr Portfolio Int with a value of $38.5M.
Examining the 13F form we can see an increase of $247M in the current position value, from $642M to 889M.
Below you can find more details about Black Diamond Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$889 Million
ETFs: $814 Million
Consumer Cyclical: $18.7 Million
Technology: $18 Million
Financial Services: $11.7 Million
Healthcare: $8.85 Million
Communication Services: $5.86 Million
Industrials: $3.92 Million
Utilities: $2.87 Million
Other: $4.68 Million
Stock Holdings Table Market Cap. of $200 Billions or more
