Black Diamond Financial
$1.2B 13F equity value
209 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Black Diamond Financial covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MGV | VANGUARD WORLD FD | 779,389 | $126M | 10.7% |
| MGK | VANGUARD WORLD FD | 1,134,887 | $105M | 8.9% |
| SCHG | SCHWAB STRATEGIC TR | 1,877,545 | $67M | 5.7% |
| SCHV | SCHWAB STRATEGIC TR | 1,872,984 | $62M | 5.3% |
| AGG | ISHARES TR | 504,350 | $48M | 4.1% |
| SPTI | SPDR SERIES TRUST | 1,665,185 | $45M | 3.9% |
| MGC | VANGUARD WORLD FD | 146,918 | $41M | 3.5% |
| VUG | VANGUARD INDEX FDS | 399,324 | $36M | 3.1% |
| SCHF | SCHWAB STRATEGIC TR | 1,242,109 | $34M | 2.9% |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | 959,964 | $30M | 2.6% |
Track Black Diamond Financial's 13F portfolio: $1.2B in reported holdings, 209 positions. Top holdings and quarterly changes on SentiSense.
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