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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$6.26 Million 4.12% of portfolio
12,079
Q3 2025 Added 4.66%
$4.3T
$6.06 Million 3.99% of portfolio
23,786
Q3 2025 Reduced 0.43%
$465B
$5.06 Million 3.33% of portfolio
27,119
Q3 2025 Added 2.26%
$2.39T
$3.94 Million 2.59% of portfolio
17,928
Q3 2025 Added 11.63%
$404B
$3.21 Million 2.12% of portfolio
3,472
Q3 2025 Reduced 1.39%
$1.65T
$3.21 Million 2.11% of portfolio
13,208
Q3 2025 Reduced 4.83%
$1.37T
$3.08 Million 2.03% of portfolio
4,198
Q3 2025 Added 5.42%
$881B
$2.99 Million 1.97% of portfolio
9,467
Q3 2025 Reduced 42.41%
$139B
$2.15 Million 1.41% of portfolio
6,515
Q3 2025 Reduced 0.09%
$1.29T
$1.68 Million 1.11% of portfolio
3,778
Q3 2025 Reduced 9.92%
$1.74T
$1.53 Million 1.01% of portfolio
6,295
Q3 2025 Reduced 6.93%
$662B
$1.4 Million 0.92% of portfolio
2,787
Q3 2025 Added 3.15%
$49.1B
$936,000 0.62% of portfolio
781
Q3 2025 Reduced 0.26%
$522B
$904,000 0.6% of portfolio
4,877
Q3 2025 Added 2.8%
$971B
$875,000 0.58% of portfolio
1,147
Q3 2025 Added 4.08%
$533B
$836,000 0.55% of portfolio
2,450
Q3 2025 Added 2.34%
$593B
$693,000 0.46% of portfolio
2,466
Q3 2025 Added 0.69%
$205B
$685,000 0.45% of portfolio
4,654
Q2 2023 Added 1.17%
$367B
$687,000 0.45% of portfolio
1,697
Q3 2025 Added 2.66%
$224B
$649,000 0.43% of portfolio
2,137
Q3 2025 Added 0.94%
$388B
$592,000 0.39% of portfolio
3,663
Q3 2025 Added 5.14%
$62.7B
$593,000 0.39% of portfolio
7,203
Q3 2025 Reduced 29.13%
$342B
$571,000 0.38% of portfolio
3,134
Q3 2025 Reduced 6.45%
$512B
$560,000 0.37% of portfolio
985
Q3 2025 Added 4.45%
$317B
$555,000 0.37% of portfolio
6,623
Q3 2025 Reduced 0.09%
$319B
$553,000 0.36% of portfolio
8,093
Q3 2025 Added 31.66%
$6.99B
$522,000 0.34% of portfolio
12,966
Q3 2025 Reduced 4.1%
$170B
$509,000 0.34% of portfolio
3,527
Q3 2025 Reduced 10.41%
$414B
$499,000 0.33% of portfolio
2,158
Q3 2025 Added 2.23%
$490B
$484,000 0.32% of portfolio
4,297
Q3 2025 Reduced 20.92%
$65.2B
$481,000 0.32% of portfolio
1,141
Q3 2025 Reduced 3.39%
$177B
$435,000 0.29% of portfolio
2,239
Q3 2025 Added 14.29%
$413B
$423,000 0.28% of portfolio
8,212
Q3 2025 Added 0.88%
$191B
$431,000 0.28% of portfolio
80
Q3 2025 Added 29.03%
$328B
$432,000 0.28% of portfolio
1,437
Q3 2025 Reduced 3.62%
$237B
$415,000 0.27% of portfolio
1,755
Q3 2025 Added 12.86%
$181B
$405,000 0.27% of portfolio
14,365
Q3 2025 Added 1.06%
$300B
$398,000 0.26% of portfolio
1,153
Q3 2025 Added 58.16%
$94.5B
$401,000 0.26% of portfolio
1,178
Q2 2025 Reduced 1.51%
$346B
$398,000 0.26% of portfolio
2,593
Q3 2025 Reduced 4.88%
$89.3B
$383,000 0.25% of portfolio
3,520
Q3 2025 Added 0.26%
$74.3B
$373,000 0.25% of portfolio
5,888
Q3 2025 Reduced 29.45%
$306B
$370,000 0.24% of portfolio
5,584
Q3 2025 Added 0.69%
$237B
$360,000 0.24% of portfolio
2,222
Q3 2025 Reduced 2.84%
$204B
$362,000 0.24% of portfolio
2,583
Q3 2025 Added 1.37%
$144B
$355,000 0.23% of portfolio
777
Q3 2025 Reduced 3.48%
$182B
$355,000 0.23% of portfolio
520
Q3 2025 Reduced 9.41%
$72.4B
$348,000 0.23% of portfolio
978
Q3 2025 Reduced 1.81%
$123B
$349,000 0.23% of portfolio
1,239
Q3 2025 Reduced 3.05%

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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