Black Diamond Financial, LLC - Portfolio Stock Holdings
Black Diamond Financial, LLC disclosed 203 stock positions in a recent SEC 13F filing. $1,133,128,877 of stock holdings were filed, with the largest holdings including MGV, MGK, and SCHV. This filing represented positions held on June 30, 2026, and was filed on Aug. 4, 2026.We estimate the fund has a total AUM of $1,370,212,598 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
203Est. Stock Holding Value:
$1,133,128,877Top Stock Holdings By Sector
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Portfolio Stock Holdings - Black Diamond Financial, LLC
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