BlackDiamond Wealth Management, LLC
Top Portfolio Positions
115 positions ·
$86,013,390 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
27,220 | $6,908,163 | 8.03% | |
| MSFT |
Microsoft Corp
Technology
|
15,735 | $5,824,624 | 6.77% | |
| NVDA |
Nvidia Corp
Technology
|
29,417 | $5,130,324 | 5.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,274 | $4,104,631 | 4.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,504 | $3,853,828 | 4.48% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,955 | $2,944,450 | 3.42% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,413 | $2,524,809 | 2.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,261 | $2,430,055 | 2.83% | |
| GLDM |
World Gold Trust
|
24,616 | $2,281,657 | 2.65% | |
| AVGO |
Broadcom Inc.
Technology
|
7,144 | $2,211,139 | 2.57% |
Portfolio Trend
Holdings in AZ
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $361,540 | 54,204 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $298,880 | 45,911 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $88,321 | 11,054 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||