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Home > Institutional Investor > Blackdiamond Wealth Management Inc. > 13F Holdings

Instuitional Investor - Blackdiamond Wealth Management Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 201,126 $10,142,772 4.08%
2.
Spdr Series Trust
 KRE 107,665 $9,797,545 3.94%
3.
Apple Inc.
 AAPL 27,222 $8,391,398 3.37%
4.
Microsoft Corp
 MSFT 16,108 $8,151,851 3.28%
5.
Nvidia Corp
 NVDA 35,099 $7,635,754 3.07%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.