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 |
|---|---|---|---|---|
| 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 BITW
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,088 | 4,508 | Shares | Sole | 2026-05-12 | |
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