BlackDiamond Wealth Management Inc.
RIA/Wealth
BlackDiamond Wealth Management Inc. is a RIA/Wealth based in Alpine, UT led by Kenneth E Nuttall, reporting $322.4M in AUM as of Q3 2025 with 57% ETF concentration.
CIOKenneth E Nuttall
- Portfolio Value
- $176.7M
- Positions
- 170
- Top Holding
- USFR at 5.47%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BlackDiamond Wealth Management Inc.'s portfolio (32.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $9.7M | 5.47% | -$5.2M Sold | — 192.3K shares | |
ETF ETF | $9.0M | 5.12% | +$649.0K Bought | — 115.5K shares | |
Software - Infrastructure Technology | $6.3M | 3.54% | +$278.7K Bought | 0.00% 12.1K shares | |
Consumer Electronics Technology | $6.1M | 3.43% | -$26.2K Sold | 0.00% 23.8K shares | |
ETF ETF | $5.2M | 2.93% | -$89.6K Sold | — 35.6K shares | |
Semiconductors Technology | $5.1M | 2.86% | +$111.8K Bought | 0.00% 27.1K shares | |
ETF ETF | $4.6M | 2.62% | +$155.4K Bought | — 110.7K shares | |
ETF ETF | $4.3M | 2.41% | -$784.6K Sold | — 101.4K shares | |
ETF ETF | $4.0M | 2.28% | -$47.7K Sold | — 159.7K shares | |
Specialty Retail Consumer Cyclical | $3.9M | 2.23% | +$410.2K Bought | 0.00% 17.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BlackDiamond Wealth Management Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-42.43% |
Analytics
Portfolio insights and performance metrics for BlackDiamond Wealth Management Inc.
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