Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Black Diamond Financial, Llc > Profile

Instuitional Investor - Black Diamond Financial, Llc

Fund Profile
Filing Period:
Fund Name: Black Diamond Financial, Llc
Portfolio Value $665,864,429
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd - MEGA CAP VAL ETF
 684,409 $88,179,139 13.24%
2.
Vanguard World Fd
 169,455 $52,341,319 7.86%
3.
Ishares Trust
 IEF 365,143 $36,119,942 5.42%
4.
Spdr Series Trust
 1,232,759 $35,232,247 5.29%
5.
Schwab Strategic Trust
 FNDF 1,223,119 $32,510,517 4.88%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)