Long-term investor

Blackdiamond Wealth Management, LLC @blackdiamondwealthmanage

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001903059).

Record

  • Tracked since 2025-12-31 (249 days), 111 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.1% · 6 months n/a · 1 year n/a · all +8.0%
  • Max drawdown n/a · win rate 3% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 97717Y527 · 4.1% · long · since 2025-12-31
  • 78464A854 · 3.9% · long · since 2025-12-31
  • AAPL · 3.4% · long · since 2025-12-31
  • MSFT · 3.3% · long · since 2025-12-31
  • NVDA · 3.1% · long · since 2025-12-31
  • 464287150 · 2.8% · long · since 2025-12-31
  • 69374H436 · 2.4% · long · since 2025-12-31
  • 14020W106 · 2.3% · long · since 2025-12-31
  • GOOGL · 2.2% · long · since 2025-12-31
  • AMZN · 2.1% · long · since 2025-12-31
  • 09290C103 · 1.8% · long · since 2025-12-31
  • AVGO · 1.5% · long · since 2025-12-31

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