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 101–150 of 176
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 911 | $500K+ | SH |
| LOW | LOWES COS INC | 2K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 4K | $100K–$500K | SH |
| XVV | ISHARES TR | 9K | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 5K | $100K–$500K | SH |
| SSB | SOUTHSTATE BK CORP | 5K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 9K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 399 | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 702 | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 8K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 709 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| SMRI | EA SERIES TRUST | 11K | $100K–$500K | SH |
| IJH | ISHARES TR | 6K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 2K | $100K–$500K | SH |
| TPLC | TIMOTHY PLAN | 8K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| CMI | CUMMINS INC | 685 | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| MLPA | GLOBAL X FDS | 7K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 938 | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 5K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 949 | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 4K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 632 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| VCR | VANGUARD WORLD FD | 754 | $100K–$500K | SH |
| DE | DEERE & CO | 635 | $100K–$500K | SH |
| EVRG | EVERGY INC | 4K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| AMGN | AMGEN INC | 880 | $100K–$500K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 2K | $100K–$500K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 937 | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 4K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 3K | $100K–$500K | SH |