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Black Diamond Financial is based out of Towson. Black Diamond Financial is a large advisory firm with 147 clients and discretionary assets under management (AUM) of $320,091,000 (Form ADV from 2020-06-11). Their last reported 13F filing for Q2 2020 included $153,190,000 in managed 13F securities and a top 10 holdings concentration of 62.0%. Black Diamond Financial's largest holding is Vanguard Mega Cap 300 Growth Index ETF with shares held of 99,936. Whalewisdom has at least 7 13F filings

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13F Activity

  • Market Value $153.19 Million
  • Prior Market Value $131.751 Million
  • New Purchases3 stocks
  • Additional Purchases14 stocks
  • Sold out of6 stocks
  • Reduced holdings in40 stocks
  • Top 10 Holdings % 62.00 %
  • Turnover % [1]:13.04%
  • Turnover Alt % [2]: 17.73 %
  • Time Held Top20:4.85 quarters
  • Time Held Top10:3.40 quarters
  • Time Held All:4.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 26.1%
Performance Last 4 Quarters: -6.19%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TOWSON MD    21204
Country: United States

Business Phone: 443-841-7772
Fax: 757-216-0120
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 147
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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