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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 5 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DXJ WISDOMTREE TR 1,425.0 $247K 0.18% $173.49 +4.2%
82 MS MORGAN STANLEY Financial Services 1,147.0 $240K 0.18% -150.0 -11.6% $209.04 +3.3%
83 XOM EXXON MOBIL CORP Energy 1,738.0 $238K 0.18% -397.0 -18.6% $136.68 +14.3%
84 NEE NEXTERA ENERGY INC Utilities 2,681.0 $235K 0.17% NEW $87.78 -6.3%
85 CSCO CISCO SYS INC Technology 1,945.0 $228K 0.17% -525.0 -21.3% $117.43 -5.2%
86 JEPI J P MORGAN EXCHANGE TRADED F 3,938.0 $222K 0.17% +250.0 +6.8% $56.48 +2.5%
87 SCHD SCHWAB STRATEGIC TR 6,920.0 $219K 0.16% -593.0 -7.9% $31.71 +10.0%
88 FENI FIDELITY COVINGTON TRUST 5,417.0 $217K 0.16% NEW $40.13 +3.6%
89 GEV GE VERNOVA INC Utilities 184.0 $216K 0.16% -160.0 -46.5% $1175.96 -20.9%
90 VNQ VANGUARD INDEX FDS 2,241.0 $216K 0.16% +12.0 +0.5% $96.42 +1.5%
91 IWR ISHARES TR 1,868.0 $206K 0.15% NEW $110.32 +2.3%
92 HDV ISHARES TR 7,415.0 $203K 0.15% +5K +230.1% $27.41 +7.4%
93 REGL PROSHARES TR 2,187.0 $200K 0.15% NEW $91.57 +2.2%
94 CAT CATERPILLAR INC Industrials 188.0 $200K 0.15% NEW $1064.90 -24.2%
95 BSCS INVESCO EXCH TRD SLF IDX FD 9,822.0 $200K 0.15% +107.0 +1.1% $20.37 -0.3%
96 VXUS VANGUARD STAR FDS 2,336.0 $200K 0.15% +704.0 +43.1% $85.50 +2.9%
97 SHV ISHARES TR 1,741.0 $192K 0.14% -2K -47.4% $110.38 -0.0%
98 MA MASTERCARD INCORPORATED Financial Services 373.0 $192K 0.14% +116.0 +45.1% $513.60 +16.0%
99 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,682.0 $189K 0.14% +648.0 +12.9% $33.29 +35.0%
100 MRK MERCK & CO INC Healthcare 1,376.0 $177K 0.13% -32.0 -2.3% $128.50 +15.1%
Page 5 of 12  ·  221 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%