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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 2 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BND VANGUARD BD INDEX FDS 11,707.0 $867K 1.28% NEW $74.07 -2.2%
22 BOTZ GLOBAL X FDS 22,669.0 $821K 1.22% NEW $36.23 +7.3%
23 NVDA NVIDIA CORPORATION Technology 4,071.0 $759K 1.12% NEW $186.50 +18.3%
24 VSS VANGUARD INTL EQUITY INDEX F 5,051.0 $724K 1.07% NEW $143.32 +8.6%
25 TSLA TESLA INC Consumer Cyclical 1,598.0 $719K 1.06% NEW $449.72 -10.1%
26 AGG ISHARES TR 6,847.0 $684K 1.01% NEW $99.88 -2.3%
27 FVD FIRST TR EXCHANGE-TRADED FD 14,726.0 $679K 1.00% NEW $46.08 +2.6%
28 FSK FS KKR CAP CORP Financial Services 41,524.0 $615K 0.91% NEW $14.81 -28.5%
29 AVGO BROADCOM INC Technology 1,759.0 $609K 0.90% NEW $346.17 +18.7%
30 MSFT MICROSOFT CORP Technology 1,149.0 $556K 0.82% NEW $483.49 -13.7%
31 QQQ INVESCO QQQ TR Financial Services 899.0 $552K 0.82% NEW $614.30 +14.2%
32 AMZN AMAZON COM INC Consumer Cyclical 2,353.0 $543K 0.80% NEW $230.82 +12.4%
33 IWM ISHARES TR 7,845.0 $535K 0.79% NEW $68.22 +300.2%
34 GS GOLDMAN SACHS GROUP INC Financial Services 589.0 $518K 0.77% NEW $879.45 +5.6%
35 JPM JPMORGAN CHASE & CO. Financial Services 1,569.0 $506K 0.75% NEW $322.27 -8.2%
36 IJH ISHARES TR 6,971.0 $460K 0.68% NEW $66.00 +8.3%
37 ITOT ISHARES TR 2,838.0 $422K 0.62% NEW $148.70 +7.5%
38 FNDF SCHWAB STRATEGIC TR 8,811.0 $398K 0.59% NEW $45.21 +16.2%
39 TAN INVESCO EXCH TRADED FD TR II 3,164.0 $378K 0.56% NEW $119.31 -48.9%
40 ROBO EXCHANGE TRADED CONCEPTS TRU 5,083.0 $352K 0.52% NEW $69.30 +19.1%
Page 2 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%