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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 $643,944,243
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd - MEGA CAP VAL ETF
 600,060 $78,727,774 12.23%
2.
Vanguard World Fd
 160,522 $58,778,413 9.13%
3.
Ishares Trust
 IEF 322,654 $32,007,260 4.97%
4.
Spdr Series Trust
 1,099,975 $31,646,288 4.91%
5.
Schwab Strategic Trust
 FNDF 1,029,594 $28,488,864 4.42%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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