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Portfolio (Quarterly) Guide ↗

Objective Capital Management, LLC

· CIK 0001924152
13F Portfolio $113M AUM 103 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 103 New
Page 1 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 20,659.0 $15.5M 13.73% NEW $748.88 +3.3%
2 QQQ INVESCO QQQ TR Financial Services 9,580.0 $7.1M 6.26% NEW $736.43 -2.6%
3 VV VANGUARD INDEX FDS 16,450.0 $5.7M 5.02% NEW $343.90 +3.1%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,006.0 $5.2M 4.64% NEW $746.81 +3.1%
5 VB VANGUARD INDEX FDS 12,526.0 $3.8M 3.37% NEW $303.11 +0.4%
6 DIA STATE STR SPDR DOW JONES IND Financial Services 7,041.0 $3.7M 3.26% NEW $522.36 +2.5%
7 VO VANGUARD INDEX FDS 43,598.0 $3.5M 3.12% NEW $80.57 +3.1%
8 XLK SELECT SECTOR SPDR TR 14,863.0 $2.8M 2.51% NEW $190.52 -1.9%
9 AAPL APPLE INC Technology 8,957.0 $2.6M 2.30% NEW $289.35 +8.8%
10 ITOT ISHARES TR 14,920.0 $2.5M 2.17% NEW $164.27 +2.7%
11 DGRO ISHARES TR 31,447.0 $2.4M 2.12% NEW $75.79 +4.8%
12 XLI SELECT SECTOR SPDR TR 11,005.0 $2.0M 1.81% NEW $185.23 -3.3%
13 VTI VANGUARD INDEX FDS 5,118.0 $1.9M 1.68% NEW $370.03 +2.7%
14 AMZN AMAZON COM INC Consumer Cyclical 7,732.0 $1.8M 1.64% NEW $238.34 +7.4%
15 IWM ISHARES TR 5,611.0 $1.7M 1.50% NEW $300.43 -0.3%
16 AGG ISHARES TR 16,947.0 $1.7M 1.49% NEW $98.98 -1.1%
17 NVDA NVIDIA CORPORATION Technology 7,980.0 $1.6M 1.42% NEW $200.09 +12.6%
18 PFFD GLOBAL X FDS 74,650.0 $1.4M 1.24% NEW $18.69 -1.1%
19 VIG VANGUARD SPECIALIZED FUNDS 5,790.0 $1.4M 1.22% NEW $236.64 +2.9%
20 SHY ISHARES TR 16,655.0 $1.4M 1.21% NEW $82.11 -0.1%
Page 1 of 6  ·  103 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
Financial Services 58.0%
Technology 16.6%
Healthcare 5.9%
Consumer Cyclical 5.2%
Communication Services 4.4%
Industrials 3.0%
Energy 2.9%
Consumer Defensive 2.0%
Utilities 2.0%