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Home > Institutional Investor > Blackdiamond Wealth Management Inc. > Profile

Instuitional Investor - Blackdiamond Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Blackdiamond Wealth Management Inc.
Portfolio Value $173,287,539
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 295,888 $14,883,173 8.59%
2.
Spdr Series Trust
 107,236 $7,790,719 4.5%
3.
Microsoft Corp
 MSFT 11,541 $5,678,732 3.28%
4.
Apple Inc.
 AAPL 23,889 $4,964,676 2.86%
5.
Ishares Trust
 IEF 36,192 $4,885,880 2.82%
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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