Fund HoldingsBlack Diamond Financial, LLC

Total Portfolio Value
$948.57M
Total Bought
$112.93M
Total Sold
$66.07M
Net Transaction
+$46.86M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST INTER ETF
01,418,376+1,418,376040,9064.31%+40,906
SPDR SERIES TRUST
ST STR PR SP1500
078,155+78,15506,4480.68%+6,448
VANGUARD WORLD FD760,063776,946+16,883104,691109,67411.56%+4,983
SPDR SERIES TRUST
ST STR SP DIV
028,467+28,46703,9610.42%+3,961
SCHWAB STRATEGIC TR973,8301,086,615+112,78522,67126,1222.75%+3,451
SCHWAB STRATEGIC TR1,275,7701,366,132+90,36237,13840,4514.26%+3,314
ISHARES TR394,546426,781+32,23539,55342,6274.49%+3,074
ISHARES TR189,922222,628+32,70615,26018,3311.93%+3,070
SCHWAB STRATEGIC TR573,030697,251+124,22113,98216,9921.79%+3,010
SCHWAB STRATEGIC TR1,119,6551,171,510+51,85535,72838,2154.03%+2,486
SELECT SECTOR SPDR TR
ST STR TECHN ETF
015,174+15,17402,1850.23%+2,185
VANGUARD WORLD FD221,321220,286-1,03589,06490,9279.59%+1,863
LINDBLAD EXPEDITIONS HLDGS I(LIND)1,068,3621,068,362013,67515,4061.62%+1,731
APPLE INC(AAPL)31,38535,298+3,9137,9929,5961.01%+1,605
SSGA ACTIVE ETF TR
ST STR BL LN ETF
038,380+38,38001,5840.17%+1,584
VANGUARD INDEX FDS129,645134,771+5,12624,17725,7402.71%+1,563
ISHARES TR276,643304,420+27,77714,67016,0981.70%+1,427
FIDELITY COVINGTON TRUST678,768752,837+74,06918,87720,2442.13%+1,367
VANGUARD INDEX FDS8,65010,584+1,9345,2986,6370.70%+1,339
ISHARES TR190,335209,843+19,50810,33711,6381.23%+1,301
ALPHABET INC(GOOG)6,8119,006+2,1951,6562,8190.30%+1,163
BBH TR
SELE LAR CAP ETF
067,548+67,54801,0890.11%+1,089
ALPHABET INC(GOOG)10,59911,481+8822,5813,6030.38%+1,021
ISHARES TR378,902399,301+20,39920,49521,5142.27%+1,020
MICROSOFT CORP(MSFT)7,71210,313+2,6013,9954,9880.53%+993
VANGUARD INDEX FDS68,84872,320+3,47214,36915,3171.61%+947
VANGUARD SPECIALIZED FUNDS010,445+10,44502,2960.24%+2,296
ISHARES INC
CORE MSCI EMKT
146,499157,127+10,6289,65710,5621.11%+905
ISHARES TR02,840+2,84001,3440.14%+1,344
VANGUARD WORLD FD
INF TECH ETF
1,9733,074+1,1011,4732,3170.24%+844
VANGUARD WORLD FD
FINANCIALS ETF
09,150+9,15001,2210.13%+1,221
VANECK ETF TRUST
SEMICONDUCTR ETF
02,200+2,20007920.08%+792
VANGUARD WORLD FD113,237113,098-13927,64028,4072.99%+767
VANGUARD INDEX FDS21,98623,779+1,7937,2157,9720.84%+757
VANGUARD TAX-MANAGED FDS175,200179,950+4,75010,49811,2411.19%+743
ISHARES TR05,947+5,94706550.07%+655
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
05,000+5,00006090.06%+609
AMAZON COM INC(AMZN)11,25212,957+1,7052,4712,9910.32%+520
SPDR SERIES TRUST
ST STR SP AERO
01,940+1,94004680.05%+468
JPMORGAN CHASE & CO.(JPM)8,1779,297+1,1202,5792,9960.32%+416
SELECT SECTOR SPDR TR
ST STR FINL ETF
07,507+7,50704110.04%+411
EA SERIES TRUST
BUSHIDO CAP U S
011,093+11,09304010.04%+401
VISA INC(V)4,5005,492+9921,5361,9260.20%+390
TIMOTHY PLAN07,800+7,80003550.04%+355
CONSTELLATION ENERGY CORP(CEG)05,819+5,81902,0560.22%+2,056
SPDR SERIES TRUST
ST STR P500GRW
03,272+3,27203490.04%+349
GLOBAL X FDS
GLBL X MLP ETF
07,000+7,00003390.04%+339
MICRON TECHNOLOGY INC(MU)01,185+1,18503380.04%+338
VANGUARD WORLD FD
HEALTH CAR ETF
01,091+1,09103140.03%+314
VANGUARD WORLD FD
UTILITIES ETF
01,679+1,67903110.03%+311
CISCO SYS INC(CSCO)04,017+4,01703090.03%+309
VANGUARD WORLD FD
CONSUM DIS ETF
0754+75402970.03%+297
COCA COLA CO(KO)04,213+4,21302950.03%+295
AMGEN INC(AMGN)0880+88002880.03%+288
VANGUARD INDEX FDS78,31083,429+5,11923,00723,2882.46%+282
CAPRICOR THERAPEUTICS INC(CAPR)079,077+79,07702,2820.24%+2,282
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,786+1,78602770.03%+277
VANGUARD INDEX FDS35,89036,851+9616,2666,5360.69%+271
SPDR SERIES TRUST
ST STR P500VAL
04,695+4,69502670.03%+267
SCHWAB STRATEGIC TR804,622797,120-7,50221,19421,4502.26%+257
PALO ALTO NETWORKS INC(PANW)01,371+1,37102530.03%+253
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,724+5,72402440.03%+244
INTUIT(INTU)0339+33902250.02%+225
VANGUARD INDEX FDS26,32726,677+3507,8358,0590.85%+224
FIRST CTZNS BANCSHARES INC D(FCNCA)0103+10302210.02%+221
BLACKROCK INC(BLK)183399+2162144270.05%+214
DUKE ENERGY CORP NEW(DUK)01,762+1,76202070.02%+207
UBER TECHNOLOGIES INC(UBER)02,457+2,45702010.02%+201
HOME DEPOT INC(HD)9061,639+7333675640.06%+197
INTUITIVE SURGICAL INC481709+2282154020.04%+186
MASTERCARD INCORPORATED(MA)3,6493,960+3112,0762,2610.24%+185
SPDR GOLD TR(GLD)3,4783,567+891,2361,4140.15%+177
ISHARES TR9,0489,094+466,0566,2290.66%+173
VANGUARD WHITEHALL FDS010,685+10,68501,5340.16%+1,534
SPDR INDEX SHS FDS
ST STR PO EX ETF
31,34133,872+2,5311,3411,5040.16%+163
EATON VANCE TAX-MANAGED GLOB
COM
016,427+16,42701570.02%+157
VANGUARD INTL EQUITY INDEX F71,58071,497-835,1095,2590.55%+151
ISHARES TR149,154149,628+47415,88316,0271.69%+143
BANK AMERICA CORP26,09526,875+7801,3461,4780.16%+132
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)010,283+10,28305380.06%+538
ISHARES TR45,59046,237+6473,0383,1670.33%+129
COSTCO WHSL CORP NEW(COST)651823+1726037100.07%+107
ISHARES SILVER TR(SLV)5,2265,026-2002213240.03%+102
CATERPILLAR INC(CAT)91191104355220.06%+87
SPDR S&P 500 ETF TR(SPY)5,1445,148+43,4273,5110.37%+84
ROSS STORES INC(ROST)1,8131,969+1562763550.04%+78
TESLA INC(TSLA)1,0811,232+1514815540.06%+73
MCKESSON CORP(MCK)01,526+1,52601,2510.13%+1,251
VANGUARD INDEX FDS36,63836,399-2399,3169,3890.99%+73
EXXON MOBIL CORP06,364+6,36407660.08%+766
ISHARES GOLD TR(IAU)9,6449,502-1427027710.08%+69
JOHNSON & JOHNSON(JNJ)2,8062,826+205205850.06%+64
GOLDMAN SACHS GROUP INC(GS)254302+482022650.03%+63
CUMMINS INC(CMI)0685+68503500.04%+350
ISHARES TR
CORE MSCI EAFE
20,42320,507+841,7831,8350.19%+51
EXPEDITORS INTL WASH INC(EXPD)01,927+1,92702870.03%+287
WALMART INC(WMT)6,0746,07406266770.07%+51
WELLS FARGO CO NEW(WFC)4,8314,804-274054480.05%+43
AMERICAN EXPRESS CO(AXP)1,0841,08403604010.04%+41
EXELON CORP(EXC)015,155+15,15506610.07%+661
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