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Portfolio (Quarterly) Guide ↗

OBSIDIAN CIO, LLC

· CIK 0001843581
13F Portfolio $135M AUM 221 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 83 Added 95 Reduced 29 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 ITOT ISHARES TR 3,878 $552K 0.50% SOLD
2 FNDX SCHWAB STRATEGIC TR 10,747 $526K 0.47% SOLD
3 HYG ISHARES TR 4,071 $324K 0.29% SOLD
4 IDEV ISHARES TR 3,349 $280K 0.25% SOLD
5 QQQM INVESCO EXCH TRADED FD TR II 987 $235K 0.21% SOLD
6 JNK SPDR SERIES TRUST 2,389 $229K 0.20% SOLD
7 IXUS ISHARES TR 2,540 $220K 0.20% SOLD
8 BIL SPDR SERIES TRUST 2,380 $218K 0.20% SOLD
9 USIG ISHARES TR 4,119 $211K 0.19% SOLD
10 PEP PEPSICO INC Consumer Defensive 938 $146K 0.13% SOLD
11 PH PARKER-HANNIFIN CORP Industrials 148 $133K 0.12% SOLD
12 AMLP ALPS ETF TR 2,222 $117K 0.10% SOLD
13 CMCSA COMCAST CORP NEW Communication Services 3,756 $108K 0.10% SOLD
14 LHX L3HARRIS TECHNOLOGIES INC Industrials 286 $99K 0.09% SOLD
15 LQD ISHARES TR 781 $85K 0.08% SOLD
16 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 393 $49K 0.04% SOLD
17 NFG NATIONAL FUEL GAS CO Energy 341 $32K 0.03% SOLD
18 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 97 $29K 0.03% SOLD
19 DGRW WISDOMTREE TR 200 $18K 0.02% SOLD
20 USMV ISHARES TR 162 $15K 0.01% SOLD
Page 1 of 2  ·  29 positions
Sector Allocation
Technology 44.3%
Healthcare 17.5%
Financial Services 12.1%
Communication Services 10.3%
Consumer Cyclical 8.9%
Industrials 2.8%
Consumer Defensive 1.7%
Energy 1.6%
Utilities 0.9%
Real Estate 0.0%