Universe · entity
OBSIDIAN CIO, LLC
Institutional manager (13F) · CIK 1843581
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $90M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $8M | 30,955 |
| 2 | VANGUARD INDEX FDS | $5M | 18,352 |
| 3 | AMGEN INC | $4M | 12,237 |
| 4 | ISHARES TR | $4M | 11,957 |
| 5 | ISHARES TR | $4M | 30,469 |
| 6 | ISHARES TR | $4M | 5,483 |
| 7 | J P MORGAN EXCHANGE TRADED F | $3M | 40,083 |
| 8 | BROADCOM INC | $3M | 9,325 |
| 9 | AMAZON COM INC | $3M | 12,837 |
| 10 | J P MORGAN EXCHANGE TRADED F | $3M | 52,451 |
| 11 | ISHARES TR | $3M | 35,439 |
| 12 | VANGUARD INDEX FDS | $3M | 13,356 |
| 13 | NVIDIA CORPORATION | $3M | 14,967 |
| 14 | META PLATFORMS INC | $2M | 4,007 |
| 15 | ALPHABET INC | $2M | 7,901 |
| 16 | NOVO-NORDISK A S | $2M | 57,768 |
| 17 | SCHWAB STRATEGIC TR | $2M | 71,813 |
| 18 | ISHARES TR | $2M | 18,170 |
| 19 | VANGUARD INDEX FDS | $2M | 3,267 |
| 20 | MICROSOFT CORP | $2M | 5,203 |
| 21 | VANGUARD INDEX FDS | $2M | 4,361 |
| 22 | VANGUARD SCOTTSDALE FDS | $2M | 39,633 |
| 23 | ALPHABET INC | $2M | 5,414 |
| 24 | VANGUARD SCOTTSDALE FDS | $1M | 25,432 |
| 25 | VANGUARD INTL EQUITY INDEX F | $1M | 24,001 |
| 26 | GLOBAL X FDS | $1M | 24,160 |
| 27 | PALANTIR TECHNOLOGIES INC | $1M | 7,564 |
| 28 | GLOBAL X FDS | $1M | 32,630 |
| 29 | VANGUARD INTL EQUITY INDEX F | $1M | 6,864 |
| 30 | BANK MONTREAL MEDIUM | $967k | 7,142 |
| 31 | TESLA INC | $941k | 2,531 |
| 32 | JPMORGAN CHASE & CO | $890k | 3,027 |
| 33 | INVESCO EXCHANGE TRADED FD T | $880k | 4,587 |
| 34 | SPDR SERIES TRUST | $847k | 11,070 |
| 35 | VANGUARD BD INDEX FDS | $831k | 11,279 |
| 36 | ISHARES TR | $763k | 7,688 |
| 37 | RTX CORPORATION | $742k | 3,845 |
| 38 | ISHARES TR | $701k | 3,281 |
| 39 | FIRST TR EXCHANGE-TRADED FD | $664k | 14,119 |
| 40 | ISHARES TR | $636k | 27,767 |
| 41 | NETFLIX INC. | $624k | 6,491 |
| 42 | FS KKR CAP CORP | $576k | 56,563 |
| 43 | INTERNATIONAL BUSINESS MACHS | $575k | 2,373 |
| 44 | GOLDMAN SACHS GROUP INC | $569k | 673 |
| 45 | ISHARES TR | $552k | 3,878 |
| 46 | JOHNSON & JOHNSON | $537k | 2,198 |
| 47 | INVESCO QQQ TR | $526k | 912 |
| 48 | SCHWAB STRATEGIC TR | $526k | 10,747 |
| 49 | ISHARES TR | $516k | 7,645 |
| 50 | CHEVRON CORPORATION | $500k | 2,419 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.