Chief Compliance Officer

0001951757-24-000468.txt : 20240513 0001951757-24-000468.hdr.sgml : 20240513 20240513094810 ACCESSION NUMBER: 0001951757-24-000468 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BlackDiamond Wealth Management, LLC CENTRAL INDEX KEY: 0001903059 ORGANIZATION NAME: IRS NUMBER: 821264937 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21663 FILM NUMBER: 24937248 BUSINESS ADDRESS: STREET 1: 12 EAST 49TH STREET STREET 2: 11TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: (212) 784-6999 MAIL ADDRESS: STREET 1: 12 EAST 49TH STREET STREET 2: 11TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 FORMER COMPANY: FORMER CONFORMED NAME: BlackDiamond Wealth Management Inc. DATE OF NAME CHANGE: 20220106 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001903059 XXXXXXXX 03-31-2024 03-31-2024 BlackDiamond Wealth Management, LLC

12 EAST 49TH STREET 11TH FLOOR NEW YORK NY 10017

13F HOLDINGS REPORT 028-21663 N Scott Ungar Chief Compliance Officer (212) 784-6999 Scott Ungar New York NY 05-13-2024 0 143 140325071 false INFORMATION TABLE 2 F_13F_BlackDiamond_Q12024.xml ABBVIE INC COM 00287Y109 277977 1527 SH SOLE 0 0 1527 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 230842 666 SH SOLE 0 0 666 ADOBE INC COM 00724F101 316384 627 SH SOLE 0 0 627 ADVANCED MICRO DEVICES INC COM 007903107 316940 1756 SH SOLE 0 0 1756 AGF INVTS TR US MARKET NETRL 00110G408 262803 14588 SH SOLE 0 0 14588 ALPHABET INC CAP STK CL A 02079K305 1519412 10067 SH SOLE 0 0 10067 ALPHABET INC CAP STK CL C 02079K107 723317 4751 SH SOLE 0 0 4751 AMAZON COM INC COM 023135106 1821297 10097 SH SOLE 0 0 10097 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 1552853 28714 SH SOLE 0 0 28714 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 277137 5848 SH SOLE 0 0 5848 APPLE INC COM 037833100 2386124 13915 SH SOLE 0 0 13915 APTIV PLC SHS G6095L109 445323 5591 SH SOLE 0 0 5591 AZENTA INC COM 114340102 249682 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