Fountainhead AM
Latest statistics and disclosures from Obsidian Cio's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VV, AMGN, AMZN, NVDA, and represent 26.58% of Obsidian Cio's stock portfolio.
- Added to shares of these 10 stocks: AAPL, AMGN, VUG, AMZN, GOOGL, NVDA, MSFT, AVGO, Tema Etf Trust, PANW.
- Started 35 new stock positions in BXSL, NBIX, MCHP, CAT, VHT, NBIS, TJX, Tema Etf Trust, ANET, NEE.
- Reduced shares in these 10 stocks: IVV, IWM, IWB, VOO, ITOT, RSP, FNDX, PLTR, SCHG, FSK.
- Sold out of its positions in AMLP, BABA, ARCC, CMCSA, QTUM, HLT, QQQM, ITOT, LQD, IOO.
- Obsidian Cio was a net buyer of stock by $11M.
- Obsidian Cio has $135M in assets under management (AUM), dropping by 19.86%.
- Central Index Key (CIK): 0001843581
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Portfolio Holdings for Obsidian Cio
Obsidian Cio holds 221 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.7 | $13M | +45% | 45k | 289.36 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 4.9 | $6.7M | +5% | 19k | 343.91 |
|
| Amgen (AMGN) | 4.9 | $6.6M | +49% | 18k | 362.13 |
|
| Amazon (AMZN) | 3.6 | $4.8M | +56% | 20k | 238.34 |
|
| NVIDIA Corporation (NVDA) | 3.4 | $4.6M | +53% | 23k | 200.09 |
|
| Broadcom (AVGO) | 3.4 | $4.6M | +30% | 12k | 377.76 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $4.5M | +60% | 13k | 357.36 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $4.3M | -5% | 29k | 148.31 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 2.9 | $3.9M | -20% | 9.5k | 409.49 |
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 2.7 | $3.6M | 39k | 91.95 |
|
|
| Novo-nordisk A S Adr (NVO) | 2.6 | $3.5M | +26% | 73k | 47.94 |
|
| Microsoft Corporation (MSFT) | 2.6 | $3.5M | +78% | 9.3k | 373.02 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.6 | $3.5M | +30% | 68k | 50.57 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.0 | $2.7M | -7% | 12k | 217.94 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.9 | $2.6M | -3% | 34k | 76.55 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.6 | $2.2M | +487% | 26k | 86.14 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.6 | $2.2M | -3% | 18k | 124.42 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $2.2M | -47% | 2.9k | 748.97 |
|
| Meta Platforms Cl A (META) | 1.4 | $1.9M | -13% | 3.5k | 563.27 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $1.9M | 5.5k | 353.32 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.4 | $1.9M | -20% | 57k | 33.84 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.3 | $1.8M | -3% | 38k | 46.81 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.8M | +80% | 5.5k | 327.33 |
|
| Palo Alto Networks (PANW) | 1.3 | $1.7M | +126% | 5.0k | 341.02 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $1.4M | -36% | 2.1k | 686.83 |
|
| Global X Fds Artificial Etf (AIQ) | 1.0 | $1.4M | -12% | 21k | 65.61 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $1.4M | -3% | 23k | 59.69 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.0 | $1.3M | -10% | 23k | 58.20 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.9 | $1.2M | -3% | 32k | 37.94 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $1.1M | +175% | 9.6k | 117.67 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.7 | $1.0M | -4% | 6.5k | 154.29 |
|
| Tema Etf Trust Us Manufacturing | 0.7 | $979k | NEW | 16k | 62.87 |
|
| Tesla Motors (TSLA) | 0.7 | $958k | -9% | 2.3k | 420.64 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $954k | +1644% | 6.0k | 158.04 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $933k | +12% | 13k | 73.41 |
|
| Bank Of Montreal Cadcom (BMO) | 0.7 | $912k | -27% | 5.2k | 176.70 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $911k | +24% | 4.8k | 189.73 |
|
| Netflix (NFLX) | 0.7 | $879k | +89% | 12k | 71.40 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $787k | 3.2k | 242.45 |
|
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.6 | $743k | -23% | 8.5k | 87.88 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $685k | -9% | 6.9k | 98.98 |
|
| First Tr Exchange-traded SHS (FVD) | 0.5 | $682k | 14k | 48.18 |
|
|
| Goldman Sachs (GS) | 0.5 | $674k | 666.00 | 1011.42 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $658k | 682.00 | 965.00 |
|
|
| International Business Machines (IBM) | 0.5 | $653k | -2% | 2.3k | 281.23 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $605k | -4% | 27k | 22.78 |
|
| Abbvie (ABBV) | 0.4 | $602k | +20% | 2.4k | 251.61 |
|
| Johnson & Johnson (JNJ) | 0.4 | $570k | +2% | 2.2k | 253.93 |
|
| Visa Com Cl A (V) | 0.4 | $568k | +118% | 1.7k | 343.06 |
|
| Coca-Cola Company (KO) | 0.4 | $546k | +33% | 6.7k | 81.27 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $523k | +33% | 436.00 | 1199.92 |
|
| Bank of America Corporation (BAC) | 0.4 | $508k | -5% | 8.9k | 56.98 |
|
| Western Digital (WDC) | 0.4 | $473k | +6% | 741.00 | 638.73 |
|
| Valero Energy Corporation (VLO) | 0.3 | $464k | +6% | 1.8k | 260.51 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $431k | -55% | 2.0k | 212.76 |
|
| Home Depot (HD) | 0.3 | $421k | +20% | 1.2k | 352.63 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $394k | +105% | 1.3k | 303.12 |
|
| Sandisk Corp (SNDK) | 0.3 | $393k | 173.00 | 2273.73 |
|
|
| Riverview Ban (RVSB) | 0.3 | $390k | 4.6k | 85.66 |
|
|
| Chevron Corporation (CVX) | 0.3 | $384k | -4% | 2.3k | 165.75 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $357k | -59% | 3.1k | 116.67 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $355k | -39% | 4.6k | 77.11 |
|
| Micron Technology (MU) | 0.3 | $342k | +26% | 296.00 | 1155.76 |
|
| Wal-Mart Stores (WMT) | 0.2 | $334k | +66% | 2.9k | 113.26 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $313k | -53% | 425.00 | 737.03 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $303k | 1.0k | 290.61 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $288k | -33% | 3.5k | 82.84 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $287k | +5% | 4.7k | 61.46 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $284k | 372.00 | 763.14 |
|
|
| Prudential Financial (PRU) | 0.2 | $281k | +2% | 2.6k | 107.91 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $277k | +2% | 2.7k | 103.88 |
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.2 | $276k | +2% | 18k | 15.12 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $271k | +333% | 2.2k | 124.15 |
|
| Atlassian Corporation Cl A (TEAM) | 0.2 | $271k | NEW | 3.5k | 77.79 |
|
| Unum (UNM) | 0.2 | $269k | +6% | 3.0k | 89.40 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.2 | $268k | +148% | 3.2k | 83.06 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $263k | -22% | 6.3k | 41.43 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $258k | +890% | 2.2k | 119.50 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $254k | 4.2k | 60.29 |
|
|
| UnitedHealth (UNH) | 0.2 | $253k | +4% | 609.00 | 415.58 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.2 | $247k | 1.4k | 173.49 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $240k | -11% | 1.1k | 209.04 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $238k | -18% | 1.7k | 136.68 |
|
| Nextera Energy (NEE) | 0.2 | $235k | NEW | 2.7k | 87.78 |
|
| Cisco Systems (CSCO) | 0.2 | $228k | -21% | 1.9k | 117.43 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $222k | +6% | 3.9k | 56.48 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $219k | -7% | 6.9k | 31.71 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.2 | $217k | NEW | 5.4k | 40.13 |
|
| Ge Vernova (GEV) | 0.2 | $216k | -46% | 184.00 | 1175.96 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $216k | 2.2k | 96.42 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $206k | NEW | 1.9k | 110.32 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $203k | +230% | 7.4k | 27.41 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $200k | NEW | 2.2k | 91.57 |
|
| Caterpillar (CAT) | 0.1 | $200k | NEW | 188.00 | 1064.90 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $200k | 9.8k | 20.37 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $200k | +43% | 2.3k | 85.50 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $192k | -47% | 1.7k | 110.38 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $192k | +45% | 373.00 | 513.60 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $189k | +12% | 5.7k | 33.29 |
|
| Merck & Co (MRK) | 0.1 | $177k | -2% | 1.4k | 128.50 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $175k | +78% | 344.00 | 508.89 |
|
| Automatic Data Processing (ADP) | 0.1 | $175k | 780.00 | 223.95 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $171k | 8.7k | 19.62 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $166k | -32% | 1.7k | 96.58 |
|
| Progressive Corporation (PGR) | 0.1 | $165k | -6% | 757.00 | 218.53 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $161k | NEW | 1.6k | 100.28 |
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.1 | $159k | 16k | 10.15 |
|
|
| Rocket Lab Corp (RKLB) | 0.1 | $158k | NEW | 1.6k | 101.65 |
|
| Procter & Gamble Company (PG) | 0.1 | $151k | -14% | 1.0k | 146.65 |
|
| Blackrock (BLK) | 0.1 | $150k | 156.00 | 963.37 |
|
|
| AmerisourceBergen (COR) | 0.1 | $143k | 506.00 | 282.97 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $138k | +94% | 237.00 | 580.91 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $134k | 310.00 | 433.33 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $133k | -61% | 360.00 | 370.24 |
|
| Cigna Corp (CI) | 0.1 | $133k | -8% | 480.00 | 275.96 |
|
| Oklo Com Cl A (OKLO) | 0.1 | $132k | -24% | 2.5k | 52.33 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $128k | -78% | 12k | 10.50 |
|
| Oracle Corporation (ORCL) | 0.1 | $125k | +27% | 856.00 | 146.51 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $124k | -33% | 2.5k | 50.49 |
|
| Union Pacific Corporation (UNP) | 0.1 | $123k | +18% | 453.00 | 272.27 |
|
| Honeywell International | 0.1 | $123k | -27% | 549.00 | 223.90 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $120k | -36% | 251.00 | 477.57 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $118k | -77% | 730.00 | 161.53 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $118k | +6% | 2.5k | 46.93 |
|
| Applied Materials (AMAT) | 0.1 | $117k | -10% | 161.00 | 723.35 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $115k | NEW | 1.1k | 103.42 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $111k | +41% | 222.00 | 500.39 |
|
| Wells Fargo & Company (WFC) | 0.1 | $111k | -5% | 1.3k | 82.62 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $110k | +14% | 117.00 | 935.48 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $107k | -54% | 901.00 | 118.99 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $107k | -91% | 355.00 | 300.35 |
|
| TJX Companies (TJX) | 0.1 | $107k | NEW | 703.00 | 151.50 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $102k | -55% | 2.1k | 49.55 |
|
| Moderna (MRNA) | 0.1 | $97k | +186% | 1.4k | 70.03 |
|
| McDonald's Corporation (MCD) | 0.1 | $80k | -27% | 297.00 | 269.95 |
|
| Verizon Communications (VZ) | 0.1 | $80k | -5% | 1.9k | 42.34 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $79k | -12% | 1.1k | 71.27 |
|
| Spdr Series Trust St Str Glb Dow (DGT) | 0.1 | $77k | -26% | 1.3k | 60.81 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $75k | NEW | 444.00 | 169.88 |
|
| General Dynamics Corporation (GD) | 0.1 | $74k | +159% | 210.00 | 354.26 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $74k | -55% | 99.00 | 747.06 |
|
| Ge Aerospace Com New (GE) | 0.1 | $72k | -81% | 193.00 | 374.35 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $69k | NEW | 527.00 | 131.70 |
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $69k | NEW | 250.00 | 276.17 |
|
| Microchip Technology (MCHP) | 0.1 | $68k | NEW | 747.00 | 91.16 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $63k | -65% | 825.00 | 75.82 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $62k | -13% | 392.00 | 158.85 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $60k | +35% | 650.00 | 91.68 |
|
| Analog Devices (ADI) | 0.0 | $57k | +14% | 144.00 | 397.99 |
|
| Uber Technologies (UBER) | 0.0 | $56k | -3% | 773.00 | 72.16 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $54k | NEW | 180.00 | 298.27 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $52k | +79% | 365.00 | 143.10 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $51k | -75% | 216.00 | 237.14 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $51k | NEW | 128.00 | 397.33 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $51k | +100% | 902.00 | 56.16 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $50k | NEW | 273.00 | 183.73 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $50k | NEW | 138.00 | 361.12 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $50k | +11% | 436.00 | 114.18 |
|
| Walt Disney Company (DIS) | 0.0 | $45k | +30% | 471.00 | 96.25 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $45k | +1782% | 640.00 | 70.53 |
|
| Booking Holdings (BKNG) | 0.0 | $42k | +3242% | 234.00 | 178.33 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $35k | +3850% | 79.00 | 437.65 |
|
| Kla Corp Com New (KLAC) | 0.0 | $33k | NEW | 110.00 | 301.71 |
|
| American Express Company (AXP) | 0.0 | $33k | -60% | 96.00 | 338.30 |
|
| Intel Corporation (INTC) | 0.0 | $32k | NEW | 232.00 | 139.63 |
|
| Pfizer (PFE) | 0.0 | $30k | +33% | 1.2k | 24.07 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $30k | -79% | 562.00 | 53.10 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $30k | -38% | 233.00 | 126.67 |
|
| At&t (T) | 0.0 | $27k | -40% | 1.3k | 20.71 |
|
| Entergy Corporation (ETR) | 0.0 | $26k | -6% | 227.00 | 114.85 |
|
| Engene Holdings | 0.0 | $26k | NEW | 15k | 1.73 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $26k | +570% | 114.00 | 224.70 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $25k | 5.4k | 4.73 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $25k | +46% | 246.00 | 102.19 |
|
| Qualcomm (QCOM) | 0.0 | $24k | -24% | 130.00 | 185.13 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $23k | 90.00 | 254.50 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $18k | -61% | 122.00 | 150.35 |
|
| salesforce (CRM) | 0.0 | $18k | +185% | 117.00 | 156.66 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $16k | +34% | 39.00 | 397.69 |
|
| Travelers Companies (TRV) | 0.0 | $15k | +542% | 45.00 | 330.11 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $14k | NEW | 84.00 | 168.54 |
|
| Southern Company (SO) | 0.0 | $14k | -70% | 141.00 | 95.89 |
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.0 | $13k | -21% | 292.00 | 45.29 |
|
| Constellation Energy (CEG) | 0.0 | $13k | -49% | 52.00 | 248.63 |
|
| Gilead Sciences (GILD) | 0.0 | $13k | +59% | 102.00 | 126.54 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $13k | +100% | 50.00 | 255.98 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $12k | -12% | 80.00 | 154.25 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $12k | -32% | 422.00 | 27.72 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $12k | -51% | 216.00 | 53.56 |
|
| Altria (MO) | 0.0 | $12k | -22% | 160.00 | 71.95 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $11k | NEW | 241.00 | 45.34 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $11k | -59% | 57.00 | 190.53 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $10k | NEW | 44.00 | 229.59 |
|
| Philip Morris International (PM) | 0.0 | $9.8k | -83% | 54.00 | 181.28 |
|
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $9.2k | NEW | 151.00 | 60.76 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $8.3k | NEW | 165.00 | 50.44 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $8.3k | NEW | 65.00 | 127.97 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $8.0k | 175.00 | 45.52 |
|
|
| Kkr & Co (KKR) | 0.0 | $6.9k | +53% | 75.00 | 91.79 |
|
| Nushares Etf Tr Nuveen Enhnc Yld (NUAG) | 0.0 | $6.8k | -17% | 170.00 | 39.96 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $5.9k | -95% | 16.00 | 368.38 |
|
| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.0 | $5.1k | -21% | 259.00 | 19.59 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $4.6k | -61% | 34.00 | 135.94 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $4.6k | 82.00 | 55.60 |
|
|
| Servicenow (NOW) | 0.0 | $4.3k | NEW | 43.00 | 99.28 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $4.1k | -25% | 35.00 | 117.06 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $3.6k | 71.00 | 50.04 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $3.5k | NEW | 10.00 | 354.60 |
|
| Penn National Gaming (PENN) | 0.0 | $3.2k | 150.00 | 21.36 |
|
|
| PG&E Corporation (PCG) | 0.0 | $2.9k | +188% | 173.00 | 16.82 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $2.7k | -76% | 46.00 | 57.87 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $2.6k | -96% | 4.00 | 656.00 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $2.3k | -9% | 28.00 | 80.82 |
|
| Roundhill Etf Trust Memory Etf | 0.0 | $2.2k | NEW | 30.00 | 73.87 |
|
| Enterprise Products Partners (EPD) | 0.0 | $1.8k | NEW | 48.00 | 36.75 |
|
| Lowe's Companies (LOW) | 0.0 | $1.5k | +133% | 7.00 | 220.43 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $864.000000 | 18.00 | 48.00 |
|
|
| Samsara Com Cl A (IOT) | 0.0 | $616.000900 | NEW | 19.00 | 32.42 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $593.000000 | NEW | 25.00 | 23.72 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $404.998400 | -99% | 32.00 | 12.66 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $394.000000 | NEW | 2.00 | 197.00 |
|
Past Filings by Obsidian Cio
SEC 13F filings are viewable for Obsidian Cio going back to 2020
- Obsidian Cio 2026 Q2 filed Aug. 3, 2026
- Obsidian Cio 2026 Q1 filed May 11, 2026
- Obsidian Cio 2025 Q4 filed Feb. 18, 2026
- Fountainhead AM 2025 Q3 filed Oct. 21, 2025
- Fountainhead AM 2025 Q2 filed Aug. 7, 2025
- Fountainhead AM 2025 Q1 filed May 5, 2025
- Fountainhead AM 2024 Q4 filed Feb. 11, 2025
- Fountainhead AM 2024 Q3 filed Nov. 4, 2024
- Fountainhead AM 2024 Q2 filed July 26, 2024
- Fountainhead AM 2024 Q1 filed April 30, 2024
- Fountainhead AM 2023 Q4 filed Feb. 2, 2024
- Fountainhead AM 2023 Q3 filed Nov. 1, 2023
- Fountainhead AM 2023 Q2 filed Aug. 2, 2023
- Fountainhead AM 2023 Q1 filed May 12, 2023
- Fountainhead AM 2022 Q4 filed Feb. 9, 2023
- Fountainhead AM 2022 Q3 filed Nov. 14, 2022