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 151–176 of 176
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IYG | ISHARES TR | 3K | $100K–$500K | SH |
| VCEB | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 302 | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| SCHC | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 347 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 2K | $100K–$500K | SH |
| INTU | INTUIT | 339 | $100K–$500K | SH |
| IWM | ISHARES TR | 911 | $100K–$500K | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 103 | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 1K | $100K–$500K | SH |
| CORT | CORCEPT THERAPEUTICS INC | 6K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 680 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 901 | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 16K | $100K–$500K | SH |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | 11K | $50K–$100K | SH |
| LVWR.WS | LIVEWIRE GROUP INC | 12K | <$1K | SH |