BlackDiamond Wealth Management, LLC
CIK
1903059
City
NEW YORK
State / Country
NY
Top Portfolio Positions
116 positions ·
$87,444,760 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
27,220 | $6,908,163 | 7.90% | |
| MSFT |
Microsoft Corp
Technology
|
15,735 | $5,824,624 | 6.66% | |
| NVDA |
Nvidia Corp
Technology
|
29,417 | $5,130,324 | 5.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,274 | $4,104,631 | 4.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,504 | $3,853,828 | 4.41% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,955 | $2,944,450 | 3.37% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,413 | $2,524,809 | 2.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,261 | $2,430,055 | 2.78% | |
| GLDM |
World Gold Trust
|
24,616 | $2,281,657 | 2.61% | |
| AVGO |
Broadcom Inc.
Technology
|
7,144 | $2,211,139 | 2.53% |
Portfolio Trend
18 quarters · across all stocks
Holdings in WIW
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,518 | 26,066 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $263,060 | 30,624 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $265,304 | 29,843 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $265,287 | 30,284 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $350,193 | 39,840 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $294,221 | 35,577 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $326,487 | 36,933 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $289,391 | 34,006 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $291,780 | 33,810 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $290,705 | 33,530 | Shares | Sole | 2024-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||