Black Diamond Financial, LLC

Institutional manager (13F) · CIK 1759236

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $828M

#	Issuer	Value	Shares
1	VANGUARD WORLD FD	$107M	737,261
2	VANGUARD WORLD FD	$77M	208,474
3	ISHARES TR	$45M	449,571
4	SCHWAB STRATEGIC TR	$43M	1,411,012
5	SPDR SERIES TRUST	$43M	1,487,097
6	SCHWAB STRATEGIC TR	$37M	1,260,173
7	VANGUARD INDEX FDS	$30M	67,870
8	SCHWAB STRATEGIC TR	$28M	1,123,076
9	VANGUARD WORLD FD	$26M	112,098
10	FIDELITY COVINGTON TRUST	$22M	827,301
11	ISHARES TR	$22M	417,222
12	VANGUARD INDEX FDS	$21M	82,972
13	SCHWAB STRATEGIC TR	$20M	787,533
14	LINDBLAD EXPEDITIONS HLDGS I	$18M	1,068,362
15	ISHARES TR	$18M	217,137
16	ISHARES TR	$18M	168,516
17	ISHARES TR	$18M	338,070
18	VANGUARD INDEX FDS	$18M	90,040
19	SCHWAB STRATEGIC TR	$18M	723,101
20	VANGUARD INDEX FDS	$16M	74,035
21	VANGUARD INDEX FDS	$12M	43,150
22	VANGUARD TAX-MANAGED FDS	$12M	185,397
23	ISHARES INC	$12M	168,232
24	ISHARES TR	$10M	176,121
25	APPLE INC	$10M	37,566
26	VANGUARD INDEX FDS	$9M	35,711
27	SCHWAB STRATEGIC TR	$8M	266,939
28	VANGUARD INDEX FDS	$8M	24,082
29	VANGUARD INDEX FDS	$8M	25,547
30	INVESCO EXCHANGE TRADED FD T	$8M	39,444
31	VANGUARD INDEX FDS	$7M	11,825
32	SCHWAB STRATEGIC TR	$7M	234,235
33	ISHARES TR	$7M	9,986
34	VANGUARD INDEX FDS	$6M	19,146
35	VANGUARD INDEX FDS	$6M	31,025
36	VANGUARD INTL EQUITY INDEX F	$6M	75,733
37	VANGUARD SCOTTSDALE FDS	$5M	68,383
38	INVESCO QQQ TR	$5M	8,674
39	VANGUARD INDEX FDS	$4M	49,561
40	SPDR SERIES TRUST	$4M	28,442
41	MICROSOFT CORP	$4M	10,641
42	STATE STR SPDR S&P 500 ETF T	$4M	5,878
43	NVIDIA CORPORATION	$3M	19,369
44	ISHARES TR	$3M	42,595
45	ALPHABET INC	$3M	11,685
46	AMAZON COM INC	$3M	13,940
47	ISHARES TR	$3M	22,580
48	JPMORGAN CHASE & CO	$3M	9,306
49	ALPHABET INC	$3M	9,235
50	BERKSHIRE HATHAWAY INC DEL	$3M	5,290

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.