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Blackdiamond Wealth Management Inc.
BlackDiamond Wealth Management Inc. is a boutique, referral-only investment adviser based in Boise, Idaho, focused on personalized financial planning and wealth management for individuals and businesses. Founded by Sean in the wake of a diverse career in finance and entrepreneurship, the firm adopts a team approach to client service, aiming to create a unique and enjoyable financial experience. BlackDiamond emphasizes financial freedom, holistic plans, and client education, while also contributing 1% of annual revenue to environmental causes as part of 1% For The Planet. The firm boasts a culture inspired by outdoor and community values, serving both individuals and corporations with custom solutions.
Investment Strategy
BlackDiamond Wealth Management focuses on creating holistic, customized financial plans tailored to individual client goals, emphasizing long-term financial success and peace of mind. Their investment approach centers on low-cost, tax-efficient strategies, full transparency, and selection of investments solely for client benefit, not driven by agenda. The firm works closely with clients to navigate financial decisions, integrating values-based advice and a commitment to social responsibility through environmental philanthropy. Corporate clients receive comprehensive financial growth services for their businesses and employees.
Latest 13F Filing Activity
Blackdiamond Wealth Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 162 equity positions with a total 13F market value of $173M. The fund increased holdings in Wisdomtree TR, JPMorgan Chase & Co., J P Morgan Exchange Traded F among other positions. Blackdiamond Wealth Management Inc. reduced exposure to Capital GRP Fixed Incm Etf T, Pacer FDS TR, Bondbloxx Etf Trust among others.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 8.59% | $14.9M | 295,888 | $50.30 | $50.31 | +$7.0M |
S SPLG | SPDR SERIES TRUST | 4.50% | $7.8M | 107,236 | $56.28 | $72.69 | +$1.3M |
M MSFT | MICROSOFT CORP | 3.28% | $5.7M | 11,541 | $353.01 | $497.41 | +$651.1K |
A AAPL | APPLE INC | 2.87% | $5.0M | 23,889 | $195.84 | $205.17 | +$311.0K |
I ITOT | ISHARES TR | 2.82% | $4.9M | 36,192 | $104.44 | $135.04 | +$30.4K |
Industry Allocation
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