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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 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJR ISHARES TR 28,667.0 $4.3M 3.16% -2K -5.9% $148.31 -1.0%
2 IWB ISHARES TR 9,469.0 $3.9M 2.88% -2K -20.8% $409.49 +3.1%
3 JIVE J P MORGAN EXCHANGE TRADED F 39,333.0 $3.6M 2.69% -750.0 -1.9% $91.95 +6.4%
4 VTV VANGUARD INDEX FDS 12,395.0 $2.7M 2.01% -961.0 -7.2% $217.94 +3.4%
5 EFV ISHARES TR 34,137.0 $2.6M 1.94% -1K -3.7% $76.55 +6.8%
6 EFG ISHARES TR 17,588.0 $2.2M 1.63% -582.0 -3.2% $124.42 +1.0%
7 IVV ISHARES TR 2,896.0 $2.2M 1.61% -3K -47.2% $748.97 +3.4%
8 META META PLATFORMS INC Communication Services 3,461.0 $1.9M 1.45% -546.0 -13.6% $563.27 +1.4%
9 SCHG SCHWAB STRATEGIC TR 56,849.0 $1.9M 1.43% -15K -20.8% $33.84 +6.0%
10 VMBS VANGUARD SCOTTSDALE FDS 38,431.0 $1.8M 1.34% -1K -3.0% $46.81 -0.9%
11 VOO VANGUARD INDEX FDS 2,075.0 $1.4M 1.06% -1K -36.5% $686.83 +3.2%
12 AIQ GLOBAL X FDS 21,156.0 $1.4M 1.03% -3K -12.4% $65.61 -1.6%
13 VWO VANGUARD INTL EQUITY INDEX F 23,133.0 $1.4M 1.03% -868.0 -3.6% $59.69 +2.2%
14 VGSH VANGUARD SCOTTSDALE FDS 22,857.0 $1.3M 0.99% -3K -10.1% $58.20 -0.1%
15 BOTZ GLOBAL X FDS 31,525.0 $1.2M 0.89% -1K -3.4% $37.94 -4.7%
16 VSS VANGUARD INTL EQUITY INDEX F 6,526.0 $1.0M 0.75% -338.0 -4.9% $154.29 +4.8%
17 TSLA TESLA INC Consumer Cyclical 2,278.0 $958K 0.71% -253.0 -10.0% $420.64 -15.6%
18 BMO BANK MONTREAL MEDIUM Financial Services 5,163.0 $912K 0.68% -2K -27.7% $176.70 -2.6%
19 IWD ISHARES TR 3,244.0 $787K 0.58% -37.0 -1.1% $242.45 +6.2%
20 SPYM SPDR SERIES TRUST 8,452.0 $743K 0.55% -3K -23.6% $87.88 +3.3%
Page 1 of 5  ·  95 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%