CIK 1759236
Black Diamond Financial, LLC
Institutional 13F holdings & portfolio
Holdings
176
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 176
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MGV | VANGUARD WORLD FD | 777K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 220K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 92K | $1M+ | SH |
| AGG | ISHARES TR | 427K | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 1.4M | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 1.4M | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 1.2M | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 113K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 1.1M | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 135K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 83K | $1M+ | SH |
| IGIB | ISHARES TR | 399K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 797K | $1M+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 753K | $1M+ | SH |
| IMCV | ISHARES TR | 223K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 697K | $1M+ | SH |
| IGSB | ISHARES TR | 304K | $1M+ | SH |
| MUB | ISHARES TR | 150K | $1M+ | SH |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | 1.1M | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 72K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 43K | $1M+ | SH |
| ISCG | ISHARES TR | 210K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 180K | $1M+ | SH |
| IEMG | ISHARES INC | 157K | $1M+ | SH |
| AAPL | APPLE INC | 35K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 36K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 27K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 267K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 238K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 37K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 78K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 33K | $1M+ | SH |
| IVV | ISHARES TR | 9K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 74K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 71K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 10K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 60K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 49K | $1M+ | SH |
| IJR | ISHARES TR | 34K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 28K | $1M+ | SH |
| IMCG | ISHARES TR | 47K | $1M+ | SH |
| GOOG | ALPHABET INC | 11K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 5K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 18K | $1M+ | SH |
| ISCV | ISHARES TR | 46K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 9K | $1M+ | SH |
| AMZN | AMAZON COM INC | 13K | $1M+ | SH |