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 51–100 of 176
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 46K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 3K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 10K | $1M+ | SH |
| CAPR | CAPRICOR THERAPEUTICS INC | 79K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 4K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 15K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 6K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 98K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| IEFA | ISHARES TR | 21K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| USMV | ISHARES TR | 18K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 38K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 11K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 34K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 27K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 24K | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 9K | $1M+ | SH |
| BBHL | BBH TR | 68K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 7K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 2K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 10K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| HDV | ISHARES TR | 6K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 823 | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| EFAV | ISHARES TR | 8K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| SPEM | SPDR INDEX SHS FDS | 14K | $500K+ | SH |
| EXC | EXELON CORP | 15K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| SHV | ISHARES TR | 6K | $500K+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 5K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| VTIP | VANGUARD MALVERN FDS | 12K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 1K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| CSX | CSX CORP | 15K | $500K+ | SH |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 10K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |