§ 13F · FUND PROFILE
OBSIDIAN CIO, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $762.2T (13F)Positions · 226Turnover · — · Q3Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 1.46M | $74.3T | 9.7% | — |
| 2 | IWB | ISHARES TR | 173K | $63.2T | 8.3% | — |
| 3 | VV | VANGUARD INDEX FDS | 157K | $48.3T | 6.3% | — |
| 4 | JIVE | J P MORGAN EXCHANGE TRADED F | 500K | $37.7T | 4.9% | — |
| 5 | IVV | ISHARES TR | 54K | $35.9T | 4.7% | — |
| 6 | VTV | VANGUARD INDEX FDS | 178K | $33.2T | 4.4% | — |
| 7 | IJR | ISHARES TR | 276K | $32.8T | 4.3% | — |
| 8 | EFV | ISHARES TR | 369K | $25.0T | 3.3% | — |
| 9 | SCHG | SCHWAB STRATEGIC TR | 753K | $24.0T | 3.2% | — |
| 10 | EFG | ISHARES TR | 203K | $23.1T | 3.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OBSIDIAN SIGNAL
AC read
OBSIDIAN CIO, LLC is a Other fund managing $762217.9 trillion in assets. The fund runs a broad portfolio of 226 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed