13F Filings History of BlackDiamond Wealth Management, LLC

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$183,275,718
Signature - Title
Scott Ungar - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by BlackDiamond Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BlackDiamond Wealth Management, LLC reported 175 stock holdings with total value $183,275,718 as of Q3 2025. Top holdings included USFR, SPLG, MSFT, AAPL, and ITOT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 175 $183,275,718 +$12,785,630 -$14,394,806 -$1,609,176 USFR, SPLG, MSFT, AAPL, ITOT 13F-HR 12 Nov 2025, 08:56
Q2 2025 164 $173,287,539 +$23,887,383 -$8,707,398 +$15,179,985 USFR, SPLG, MSFT, AAPL, ITOT 13F-HR 13 Aug 2025, 14:31
Q1 2025 153 $148,036,926 +$22,289,438 -$45,491,379 -$23,201,941 USFR, SPLG, QDPL, MSFT, ITOT 13F-HR 13 May 2025, 11:47
Q4 2024 157 $173,081,177 +$15,168,215 -$6,228,233 +$8,939,982 USFR, SPLG, AAPL, MSFT, ITOT 13F-HR 10 Feb 2025, 17:03
Q3 2024 160 $164,559,038 +$26,145,125 -$25,216,923 +$928,202 USFR, SPLG, MSFT, ITOT, AAPL 13F-HR 14 Nov 2024, 08:43
Q2 2024 146 $151,458,661 +$23,948,580 -$11,208,482 +$12,740,098 USFR, SPLG, ITOT, MSFT, AAPL 13F-HR 13 Aug 2024, 17:06
Q1 2024 141 $138,442,946 +$11,531,288 -$12,683,854 -$1,152,566 USFR, SPLG, ITOT, MSFT, DYNF 13F-HR 13 May 2024, 09:48
Q4 2023 132 $132,732,605 +$23,731,565 -$10,905,805 +$12,825,760 USFR, SPLG, ITOT, MSFT, QDPL 13F-HR 09 Feb 2024, 16:57
Q3 2023 142 $110,292,348 +$16,902,477 -$16,462,926 +$439,551 USFR, SPLG, ITOT, CGSD, MSFT 13F-HR 01 Nov 2023, 09:32
Q2 2023 128 $118,334,671 +$23,918,121 -$8,272,204 +$15,645,917 USFR, SPLG, QUAL, ITOT, EFG 13F-HR 31 Jul 2023, 09:33
Q1 2023 109 $97,041,700 +$31,917,093 -$10,867,509 +$21,049,584 USFR, QUAL, TUA, SPLG, EFG 13F-HR 02 May 2023, 10:27
Q4 2022 111 $87,655,932 +$8,441,643 -$2,267,023 +$6,174,620 USFR, UCON, SPLG, ITOT, EELV 13F-HR 17 Jan 2023, 18:38
Q3 2022 101 $77,110,847 +$21,575,312 -$7,738,386 +$13,836,926 USFR, SPLG, UCON, ITOT, EFG 13F-HR 26 Oct 2022, 17:07
Q2 2022 103 $75,719,785 +$23,654,439 -$5,483,223 +$18,171,216 USFR, ITOT, SPLG, FIXD, QDPL 13F-HR 22 Jul 2022, 09:09
Q1 2022 107 $81,462,309 +$18,970,592 -$11,981,293 +$6,989,299 ITOT, SPLG, USFR, QDPL, MSFT 13F-HR 04 May 2022, 17:14
Q4 2021 108 $86,353,771 $0 ITOT, UCON, SPLG, EFG, QDPL 13F-HR 08 Feb 2022, 16:18