Black Diamond Financial, LLC — 13F holdings

Black Diamond Financial, LLC reported 198 holdings worth $1.13B in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

  1. MGV VANGUARD WORLD FD — $124M (10.9%)
  2. MGK VANGUARD WORLD FD — $96.4M (8.5%)
  3. SCHV SCHWAB STRATEGIC TR — $61.2M (5.4%)
  4. SCHG SCHWAB STRATEGIC TR — $60.3M (5.3%)
  5. AGG ISHARES TR — $47.0M (4.1%)
  6. SPTI SPDR SERIES TRUST — $44.5M (3.9%)
  7. MGC VANGUARD WORLD FD — $41.0M (3.6%)
  8. VUG VANGUARD INDEX FDS — $34.6M (3.1%)
  9. SCHF SCHWAB STRATEGIC TR — $32.8M (2.9%)
  10. VOT VANGUARD INDEX FDS — $27.7M (2.4%)