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Portfolio (Quarterly) Guide ↗

OBSIDIAN CIO, LLC

· CIK 0001843581
13F Portfolio $111M AUM 217 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 120 Added 15 Reduced 11 Exited
Page 5 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHD SCHWAB STRATEGIC TR 7,513.0 $230K 0.21% +442.0 +6.2% $30.68 +4.6%
82 PULS PGIM ETF TR 4,654.0 $230K 0.21% +880.0 +23.3% $49.50 +0.3%
83 IEFA ISHARES TR 2,532.0 $229K 0.21% +171.0 +7.2% $90.54 +5.3%
84 V VISA INC Financial Services 758.0 $229K 0.21% +568.0 +298.9% $302.31 +10.0%
85 JNK SPDR SERIES TRUST 2,389.0 $229K 0.20% NEW $95.73 -0.2%
86 DXJ WISDOMTREE TR 1,425.0 $226K 0.20% NEW $158.55 +6.3%
87 IXUS ISHARES TR 2,540.0 $220K 0.20% NEW $86.64 +7.4%
88 WMT WALMART INC Consumer Defensive 1,770.0 $220K 0.20% +1K +208.4% $124.31 +7.3%
89 BIL SPDR SERIES TRUST 2,380.0 $218K 0.20% NEW $91.65 -0.1%
90 IWF ISHARES TR 504.0 $215K 0.19% +497.0 +7100.0% $426.43 -71.1%
91 MS MORGAN STANLEY Financial Services 1,297.0 $213K 0.19% +580.0 +80.9% $164.58 +17.1%
92 USIG ISHARES TR 4,119.0 $211K 0.19% NEW $51.23 -1.3%
93 JEPI J P MORGAN EXCHANGE TRADED F 3,688.0 $209K 0.19% $56.68 -1.1%
94 UNM UNUM GROUP Financial Services 2,832.0 $207K 0.19% NEW $73.04 +13.3%
95 BSCS INVESCO EXCH TRD SLF IDX FD 9,715.0 $198K 0.18% NEW $20.42 -0.5%
96 VNQ VANGUARD INDEX FDS 2,229.0 $198K 0.18% $88.68 +7.4%
97 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,034.0 $193K 0.17% $38.42 +13.2%
98 VIG VANGUARD SPECIALIZED FUNDS 896.0 $193K 0.17% +59.0 +7.0% $214.97 +6.8%
99 SPYG SPDR SERIES TRUST 1,962.0 $192K 0.17% +420.0 +27.2% $97.90 +18.9%
100 CSCO CISCO SYS INC Technology 2,470.0 $192K 0.17% +2K +175.4% $77.60 +53.2%
Page 5 of 11  ·  215 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 37.3%
Healthcare 16.4%
Financial Services 14.2%
Communication Services 14.0%
Consumer Cyclical 8.4%
Industrials 3.7%
Energy 2.6%
Consumer Defensive 2.3%
Utilities 1.2%
Real Estate 0.0%