Black Diamond Financial, LLC
Annual return '25
+11.1%
SPY '25
+17.7%
Alpha
-6.6ptsvs SPY
Invested
$1.8B
Holdings
185
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MGV
VANGUARD WORLD FD
Held since at least Q1 2024
11.7%
02
$MGK
VANGUARD WORLD FD
Held since at least Q1 2024
8.4%
03
$AGG
ISHARES TR
Held since at least Q1 2024
4.9%
04
$SCHV
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.7%
05
$SPTI
SPDR SERIES TRUST
Held since at least Q1 2024
4.7%
06
$SCHG
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.0%
07
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
3.2%
08
$SCHF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.0%
09
$MGC
VANGUARD WORLD FD
Held since at least Q1 2024
2.9%
10
$FREL
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:30 UTC.