Long-term investor
Black Diamond Financial, LLC @blackdiamondfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001759236).
Record
- Tracked since 2025-06-30 (441 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +15.9% · all +15.9%
- Max drawdown n/a · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MGV · 10.9% · long · since 2025-06-30
- MGK · 8.5% · long · since 2025-06-30
- SCHV · 5.4% · long · since 2025-06-30
- SCHG · 5.3% · long · since 2025-06-30
- AGG · 4.1% · long · since 2025-06-30
- SPTI · 3.9% · long · since 2025-06-30
- MGC · 3.6% · long · since 2025-06-30
- VUG · 3.1% · long · since 2025-06-30
- SCHF · 2.9% · long · since 2025-06-30
- VOT · 2.4% · long · since 2025-06-30
- LIND · 2.4% · long · since 2025-06-30
- FREL · 2.3% · long · since 2025-06-30