BlackDiamond Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
New York, NY
CIK
0001903059
Alternate names
BlackDiamond Wealth Management Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 137 136,167 USFR, SPLG, ITOT, MSFT 13F-HR 2/9/2024 000195175724000231
Q3 2023 125 110,650 USFR, SPLG, ITOT, CGSD 13F-HR 11/1/2023 000195175723000665
Q2 2023 128 118,334 USFR, SPLG, QUAL, ITOT 13F-HR 7/31/2023 000195175723000450
Q1 2023 111 97,651 USFR, QUAL, TUA, SPLG 13F-HR 5/2/2023 000195175723000225
Q4 2022 112 88,187 USFR, UCON, SPLG, ITOT 13F-HR 1/17/2023 000195175723000003
Q3 2022 105 83,079 USFR, SPLG, UCON, ITOT 13F-HR 10/26/2022 000190305922000006
Q2 2022 107 80,215 USFR, ITOT, SPLG, FIXD 13F-HR 7/22/2022 000190305922000005
Q1 2022 107 83,769 ITOT, SPLG, USFR, PACER FDS TR 13F-HR 5/4/2022 000190305922000004
Q4 2021 108 87,124 ITOT, UCON, SPLG, EFG 13F-HR 2/8/2022 000190305922000003