Fountainhead AM
Latest statistics and disclosures from Obsidian Cio's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VV, AMGN, IWB, IJR, and represent 22.90% of Obsidian Cio's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$5.7M), AMGN, AVGO, AMZN, NVO, EFG, NVDA, GOOG, MSFT, VGSH.
- Started 61 new stock positions in IWY, NFG, CL, LMT, AIQ, TPL, CRWD, VGSH, SPMO, PH.
- Reduced shares in these 10 stocks: VGT (-$15M), , IWM, , JPST, FNDF, TAN, ROBO, ISCB, UPS.
- Sold out of its positions in BBAI, DJT, ROBO, TAN, ISCB, INDA, FLOT, FNDF, XLU, UPS. ACN.
- Obsidian Cio was a net buyer of stock by $32M.
- Obsidian Cio has $112M in assets under management (AUM), dropping by 66.39%.
- Central Index Key (CIK): 0001843581
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Portfolio Holdings for Obsidian Cio
Obsidian Cio holds 215 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $7.9M | +270% | 31k | 253.79 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 4.9 | $5.5M | +28% | 18k | 298.85 |
|
| Amgen (AMGN) | 3.8 | $4.3M | +5487% | 12k | 351.85 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 3.8 | $4.3M | -3% | 12k | 356.57 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.4 | $3.8M | +23% | 31k | 124.31 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $3.6M | +5% | 5.5k | 653.22 |
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 3.1 | $3.4M | +20% | 40k | 85.64 |
|
| Broadcom (AVGO) | 2.6 | $2.9M | +430% | 9.3k | 309.50 |
|
| Amazon (AMZN) | 2.4 | $2.7M | +445% | 13k | 208.27 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.4 | $2.7M | -13% | 53k | 50.61 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.3 | $2.6M | +22% | 35k | 74.35 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.3 | $2.6M | +19% | 13k | 196.20 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $2.6M | +267% | 15k | 174.40 |
|
| Meta Platforms Cl A (META) | 2.0 | $2.3M | +88% | 4.0k | 572.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $2.3M | +46% | 7.9k | 287.56 |
|
| Novo-nordisk A S Adr (NVO) | 1.9 | $2.1M | NEW | 58k | 36.75 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.9 | $2.1M | 72k | 29.13 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.8 | $2.0M | NEW | 18k | 111.37 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $2.0M | +6% | 3.3k | 597.58 |
|
| Microsoft Corporation (MSFT) | 1.7 | $1.9M | +352% | 5.2k | 370.19 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.7 | $1.9M | +27% | 4.4k | 436.74 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.7 | $1.9M | +20% | 40k | 46.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $1.6M | +29977% | 5.4k | 286.84 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.3 | $1.5M | NEW | 25k | 58.54 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $1.3M | +31% | 24k | 54.05 |
|
| Global X Fds Artificial Etf (AIQ) | 1.0 | $1.1M | NEW | 24k | 46.67 |
|
| Palantir Technologies Cl A (PLTR) | 1.0 | $1.1M | +19% | 7.6k | 146.28 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 1.0 | $1.1M | +43% | 33k | 33.22 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.9 | $1.0M | +35% | 6.9k | 145.78 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $1.0M | -48% | 4.0k | 247.68 |
|
| Bank Of Montreal Cadcom (BMO) | 0.9 | $967k | NEW | 7.1k | 135.34 |
|
| Tesla Motors (TSLA) | 0.8 | $941k | +58% | 2.5k | 371.75 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $890k | +92% | 3.0k | 294.15 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $880k | +50866% | 4.6k | 191.92 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.8 | $847k | +196% | 11k | 76.54 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $831k | -3% | 11k | 73.64 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $763k | +12% | 7.7k | 99.26 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $742k | +291% | 3.8k | 192.92 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $701k | +96% | 3.3k | 213.68 |
|
| First Tr Exchange-traded SHS (FVD) | 0.6 | $664k | -4% | 14k | 47.03 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $636k | NEW | 28k | 22.91 |
|
| Netflix (NFLX) | 0.6 | $624k | +898% | 6.5k | 96.15 |
|
| Fs Kkr Capital Corp (FSK) | 0.5 | $576k | +36% | 57k | 10.18 |
|
| International Business Machines (IBM) | 0.5 | $575k | +993% | 2.4k | 242.38 |
|
| Goldman Sachs (GS) | 0.5 | $569k | +14% | 673.00 | 845.73 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $552k | +36% | 3.9k | 142.44 |
|
| Johnson & Johnson (JNJ) | 0.5 | $537k | +30% | 2.2k | 244.41 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $526k | 912.00 | 577.07 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.5 | $526k | NEW | 11k | 48.93 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $516k | +9% | 7.6k | 67.53 |
|
| Chevron Corporation (CVX) | 0.4 | $500k | +68% | 2.4k | 206.87 |
|
| Bank of America Corporation (BAC) | 0.4 | $459k | +674% | 9.4k | 48.75 |
|
| Abbvie (ABBV) | 0.4 | $433k | +57% | 2.0k | 217.49 |
|
| Valero Energy Corporation (VLO) | 0.4 | $412k | NEW | 1.7k | 247.12 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $399k | NEW | 3.5k | 114.97 |
|
| Coca-Cola Company (KO) | 0.3 | $383k | +47% | 5.0k | 76.04 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $366k | +13% | 3.3k | 110.39 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $363k | +178% | 5.2k | 69.75 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $362k | +35% | 2.1k | 169.64 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.3 | $359k | NEW | 3.2k | 112.11 |
|
| Palo Alto Networks (PANW) | 0.3 | $351k | +13568% | 2.2k | 160.32 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $346k | +5% | 8.1k | 42.56 |
|
| Home Depot (HD) | 0.3 | $324k | +79% | 986.00 | 328.75 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $324k | NEW | 4.1k | 79.56 |
|
| Riverview Ban (RVSB) | 0.3 | $318k | NEW | 4.6k | 68.43 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $305k | +377% | 2.2k | 135.73 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $300k | +608% | 326.00 | 920.21 |
|
| Ge Vernova (GEV) | 0.3 | $300k | +93% | 344.00 | 871.84 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $298k | 927.00 | 320.90 |
|
|
| Ge Aerospace Com New (GE) | 0.3 | $290k | +10% | 1.0k | 283.78 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $280k | +2% | 3.3k | 83.58 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $265k | NEW | 677.00 | 391.76 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $264k | NEW | 1.1k | 248.85 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $253k | 2.6k | 97.13 |
|
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.2 | $248k | +3% | 18k | 13.96 |
|
| Prudential Financial (PRU) | 0.2 | $247k | +5% | 2.5k | 97.70 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $247k | +23% | 4.4k | 55.52 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.2 | $244k | +173% | 19k | 12.80 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $235k | +15% | 987.00 | 237.64 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $231k | 4.2k | 55.24 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $231k | +6% | 7.5k | 30.68 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $230k | +23% | 4.7k | 49.50 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $229k | +7% | 2.5k | 90.54 |
|
| Visa Com Cl A (V) | 0.2 | $229k | +298% | 758.00 | 302.31 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.2 | $229k | NEW | 2.4k | 95.73 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.2 | $226k | NEW | 1.4k | 158.55 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $220k | NEW | 2.5k | 86.64 |
|
| Wal-Mart Stores (WMT) | 0.2 | $220k | +208% | 1.8k | 124.31 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $218k | NEW | 2.4k | 91.65 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $215k | +7100% | 504.00 | 426.43 |
|
| Morgan Stanley Com New (MS) | 0.2 | $214k | +80% | 1.3k | 164.58 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $211k | NEW | 4.1k | 51.23 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $209k | 3.7k | 56.68 |
|
|
| Unum (UNM) | 0.2 | $207k | NEW | 2.8k | 73.04 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $198k | NEW | 9.7k | 20.42 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $198k | 2.2k | 88.68 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $193k | 5.0k | 38.42 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $193k | +7% | 896.00 | 214.97 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $192k | +27% | 2.0k | 97.90 |
|
| Cisco Systems (CSCO) | 0.2 | $192k | +175% | 2.5k | 77.60 |
|
| Western Digital (WDC) | 0.2 | $188k | +2470% | 694.00 | 270.49 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $188k | +12% | 3.7k | 50.36 |
|
| Procter & Gamble Company (PG) | 0.2 | $173k | +426% | 1.2k | 144.38 |
|
| Honeywell International (HON) | 0.2 | $171k | NEW | 758.00 | 226.06 |
|
| Merck & Co (MRK) | 0.2 | $169k | +2607% | 1.4k | 120.29 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $169k | 8.6k | 19.63 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $167k | +54% | 2.4k | 70.18 |
|
| Oklo Com Cl A (OKLO) | 0.1 | $166k | +68% | 3.4k | 49.59 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $166k | +289% | 2.7k | 61.26 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $165k | +54% | 631.00 | 261.84 |
|
| Progressive Corporation (PGR) | 0.1 | $160k | NEW | 806.00 | 198.29 |
|
| Automatic Data Processing (ADP) | 0.1 | $159k | +10% | 784.00 | 203.29 |
|
| UnitedHealth (UNH) | 0.1 | $157k | NEW | 582.00 | 270.50 |
|
| AmerisourceBergen (COR) | 0.1 | $156k | +9% | 497.00 | 314.15 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $152k | -98% | 218.00 | 698.93 |
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.1 | $150k | NEW | 16k | 9.60 |
|
| Blackrock (BLK) | 0.1 | $148k | +431% | 154.00 | 963.92 |
|
| Pepsi (PEP) | 0.1 | $146k | NEW | 938.00 | 155.30 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $145k | +4% | 337.00 | 430.29 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $144k | NEW | 368.00 | 390.41 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $143k | +37% | 220.00 | 650.24 |
|
| Cigna Corp (CI) | 0.1 | $139k | +86% | 523.00 | 266.62 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $133k | +19% | 394.00 | 337.95 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $133k | NEW | 148.00 | 897.71 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $128k | +634% | 257.00 | 499.66 |
|
| McDonald's Corporation (MCD) | 0.1 | $127k | NEW | 408.00 | 310.90 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $126k | NEW | 1.6k | 77.09 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $117k | 2.2k | 52.64 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $117k | NEW | 193.00 | 604.39 |
|
| Wells Fargo & Company (WFC) | 0.1 | $113k | +156% | 1.4k | 79.62 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $111k | +68% | 2.3k | 47.08 |
|
| Sandisk Corp (SNDK) | 0.1 | $109k | NEW | 171.00 | 635.34 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $108k | +547% | 3.8k | 28.71 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $107k | NEW | 1.3k | 82.00 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $102k | +325% | 102.00 | 996.43 |
|
| Verizon Communications (VZ) | 0.1 | $99k | +93% | 2.0k | 50.21 |
|
| Oracle Corporation (ORCL) | 0.1 | $99k | +446% | 672.00 | 147.02 |
|
| L3harris Technologies (LHX) | 0.1 | $99k | NEW | 286.00 | 345.15 |
|
| Spdr Series Trust State Street Spd (DGT) | 0.1 | $98k | 1.7k | 56.60 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $93k | +1057% | 382.00 | 242.62 |
|
| Entergy Corporation (ETR) | 0.1 | $87k | +556% | 243.00 | 357.67 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $85k | +30% | 781.00 | 108.96 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $81k | +11% | 1.3k | 64.06 |
|
| Micron Technology (MU) | 0.1 | $79k | +141% | 234.00 | 338.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $75k | +336% | 157.00 | 479.20 |
|
| American Express Company (AXP) | 0.1 | $73k | +6% | 240.00 | 302.18 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $67k | NEW | 315.00 | 213.66 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $67k | 455.00 | 146.65 |
|
|
| At&t (T) | 0.1 | $64k | +9% | 2.2k | 29.00 |
|
| Applied Materials (AMAT) | 0.1 | $62k | NEW | 180.00 | 341.68 |
|
| Uber Technologies (UBER) | 0.1 | $58k | +412% | 799.00 | 71.93 |
|
| Philip Morris International (PM) | 0.0 | $55k | +13% | 334.00 | 165.29 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $55k | NEW | 319.00 | 172.84 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $51k | 346.00 | 148.12 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $50k | +37% | 381.00 | 130.87 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $49k | +346% | 393.00 | 125.46 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $48k | NEW | 451.00 | 106.01 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $46k | +89% | 391.00 | 118.62 |
|
| Southern Company (SO) | 0.0 | $45k | NEW | 470.00 | 96.59 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $41k | NEW | 481.00 | 85.23 |
|
| Analog Devices (ADI) | 0.0 | $40k | NEW | 126.00 | 318.14 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $40k | +79% | 104.00 | 383.40 |
|
| Walt Disney Company (DIS) | 0.0 | $35k | +292% | 361.00 | 96.43 |
|
| National Fuel Gas (NFG) | 0.0 | $32k | NEW | 341.00 | 93.98 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $30k | NEW | 97.00 | 304.08 |
|
| Booking Holdings (BKNG) | 0.0 | $30k | NEW | 7.00 | 4210.29 |
|
| Constellation Energy (CEG) | 0.0 | $29k | +63% | 103.00 | 279.50 |
|
| General Dynamics Corporation (GD) | 0.0 | $28k | NEW | 81.00 | 343.65 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $28k | +18% | 5.4k | 5.17 |
|
| Pfizer (PFE) | 0.0 | $26k | +337% | 937.00 | 28.07 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $26k | NEW | 203.00 | 126.28 |
|
| Advanced Micro Devices (AMD) | 0.0 | $25k | -18% | 122.00 | 203.43 |
|
| Moderna (MRNA) | 0.0 | $25k | NEW | 482.00 | 50.80 |
|
| Qualcomm (QCOM) | 0.0 | $22k | +537% | 172.00 | 128.92 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $22k | +4% | 446.00 | 49.40 |
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.0 | $20k | 373.00 | 53.20 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $19k | 142.00 | 133.06 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $18k | 200.00 | 87.89 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $16k | 628.00 | 24.74 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $15k | +170% | 168.00 | 89.80 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $15k | +32% | 162.00 | 92.65 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $14k | +2175% | 91.00 | 150.82 |
|
| Altria (MO) | 0.0 | $14k | NEW | 206.00 | 65.99 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $13k | NEW | 29.00 | 461.00 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $13k | NEW | 19.00 | 682.26 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $12k | -18% | 91.00 | 131.85 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $12k | +39% | 196.00 | 60.65 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $9.9k | 88.00 | 112.57 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $9.2k | 175.00 | 52.76 |
|
|
| Gilead Sciences (GILD) | 0.0 | $8.9k | NEW | 64.00 | 139.38 |
|
| salesforce (CRM) | 0.0 | $7.7k | +127% | 41.00 | 186.66 |
|
| Nushares Etf Tr Nuveen Enhnc Yld (NUAG) | 0.0 | $7.5k | -14% | 207.00 | 36.07 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $6.1k | NEW | 25.00 | 244.20 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $5.9k | 54.00 | 109.19 |
|
|
| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.0 | $5.5k | -12% | 329.00 | 16.75 |
|
| United Rentals (URI) | 0.0 | $5.1k | NEW | 7.00 | 728.57 |
|
| Kkr & Co (KKR) | 0.0 | $4.5k | -27% | 49.00 | 92.51 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $4.3k | -11% | 47.00 | 90.94 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $3.9k | NEW | 17.00 | 230.76 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $3.8k | -29% | 81.00 | 47.22 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $3.2k | -37% | 71.00 | 45.55 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $3.1k | +6% | 172.00 | 18.06 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $3.1k | 193.00 | 15.83 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $2.3k | NEW | 12.00 | 192.25 |
|
| Penn National Gaming (PENN) | 0.0 | $2.3k | NEW | 150.00 | 15.03 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $2.3k | NEW | 34.00 | 66.29 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $2.1k | -8% | 31.00 | 67.58 |
|
| Travelers Companies (TRV) | 0.0 | $2.0k | NEW | 7.00 | 291.71 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $1.4k | 13.00 | 107.54 |
|
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $1.3k | 7.00 | 181.43 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $1.2k | 33.00 | 37.45 |
|
|
| PG&E Corporation (PCG) | 0.0 | $1.1k | NEW | 60.00 | 17.57 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $949.000000 | NEW | 2.00 | 474.50 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $858.000600 | 18.00 | 47.67 |
|
|
| Lowe's Companies (LOW) | 0.0 | $708.999900 | NEW | 3.00 | 236.33 |
|
Past Filings by Obsidian Cio
SEC 13F filings are viewable for Obsidian Cio going back to 2020
- 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
- Fountainhead AM 2022 Q2 filed Aug. 8, 2022