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Portfolio (Quarterly) Guide ↗

OBSIDIAN CIO, LLC

· CIK 0001843581
13F Portfolio $68M AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New
Page 1 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWB ISHARES TR 12,335.0 $4.6M 6.82% NEW $373.44 +7.7%
2 VV VANGUARD INDEX FDS 14,316.0 $4.5M 6.67% NEW $314.80 +7.9%
3 IVV ISHARES TR 5,195.0 $3.6M 5.27% NEW $684.98 +8.3%
4 J P MORGAN EXCHANGE TRADED F 60,728.0 $3.1M 4.55% NEW $50.59
5 IJR ISHARES TR 24,649.0 $3.0M 4.39% NEW $120.18 +11.8%
6 JIVE J P MORGAN EXCHANGE TRADED F 33,239.0 $2.7M 3.95% NEW $80.28 +13.7%
7 SCHG SCHWAB STRATEGIC TR 72,057.0 $2.4M 3.48% NEW $32.62 +4.8%
8 AAPL APPLE INC Technology 8,348.0 $2.3M 3.36% NEW $271.86 +9.6%
9 VTV VANGUARD INDEX FDS 11,143.0 $2.1M 3.15% NEW $190.99 +8.6%
10 EFV ISHARES TR 28,990.0 $2.1M 3.07% NEW $71.41 +9.5%
11 VOO VANGUARD INDEX FDS 3,059.0 $1.9M 2.84% NEW $627.13 +8.3%
12 GOOGL ALPHABET INC Communication Services 5,402.0 $1.7M 2.50% NEW $313.02 +26.8%
13 VUG VANGUARD INDEX FDS 3,414.0 $1.7M 2.47% NEW $487.81 -82.2%
14 FLOT ISHARES TR 13,775.0 $1.6M 2.32% NEW $113.92 -55.2%
15 VMBS VANGUARD SCOTTSDALE FDS 32,934.0 $1.6M 2.30% NEW $47.08 -1.6%
16 VGT VANGUARD WORLD FD 21,554.0 $1.4M 2.13% NEW $66.77 +67.9%
17 META META PLATFORMS INC Communication Services 2,124.0 $1.4M 2.08% NEW $660.15 -7.0%
18 PLTR PALANTIR TECHNOLOGIES INC Technology 6,339.0 $1.1M 1.67% NEW $177.75 -24.6%
19 VWO VANGUARD INTL EQUITY INDEX F 18,207.0 $979K 1.45% NEW $53.76 +8.8%
20 INDA ISHARES TR 18,160.0 $924K 1.37% NEW $50.86 -5.9%
Page 1 of 9  ·  165 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 33.8%
Financial Services 21.6%
Communication Services 19.1%
Consumer Cyclical 8.6%
Industrials 5.2%
Healthcare 5.0%
Energy 2.4%
Consumer Defensive 2.4%
Utilities 1.8%
Real Estate 0.1%