Black Diamond Financial, LLC - Portfolio overview

Black Diamond Financial, LLC has 190 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. MGV - VANGUARD WORLD FD, 11.51%
2. MGK - VANGUARD WORLD FD, 8.25%
3. AGG - ISHARES TR, 4.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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