OBSIDIAN CIO, LLC

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CIK 1843581

13F portfolio (2026-Q1)

$111M

Positions

215

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

215

Top 5

23.1%

Top 10

36.7%

Effective N

45.2

HHI

0.022

This quarter

61 new · 0 exit →

By sector

Unclassified56.3%

Information Technology17.5%

Health Care7.1%

Communication Services6.3%

Financials4.9%

Consumer Discretionary4.1%

Industrials1.5%

Energy1.1%

Other1.1%

By market cap

Unknown58.4%

Mega (>$200B)36.2%

Large ($10–200B)5.0%

Micro (<$300M)0.3%

Mid ($2–10B)0.2%

By region

Other56.3%

North America43.6%

Asia-Pacific0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	56.35%	106
Technology Hardware & Equipment	8.56%	7
Pharmaceuticals & Biotechnology	7.12%	10
Software & IT Services	5.63%	4
Semiconductors & Semiconductor Equipment	5.24%	7
Software	3.00%	7
Specialty Retail	2.98%	5
Banks	2.53%	6
Capital Markets	1.20%	6
Oil, Gas & Consumable Fuels	1.15%	4
Aerospace & Defense	1.07%	7
Automobiles & Components	0.84%	1
Insurance	0.82%	7
Media & Entertainment	0.66%	2
Electrical Equipment & Components	0.53%	2
Beverages	0.47%	2
Commercial Services & Supplies	0.44%	6
Utilities	0.33%	7
Chemicals	0.19%	2
Machinery	0.18%	2
Hotels, Restaurants & Leisure	0.16%	4
Diversified Telecommunication Services	0.15%	2
Distributors	0.14%	1
Road & Rail	0.08%	1
Tobacco	0.06%	2
Entertainment	0.03%	1
Transportation Infrastructure	0.03%	1
Communications Equipment	0.02%	1
Real Estate Management & Development	0.02%	1
Health Care Equipment & Supplies	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	7.05%
2	VV	VANGUARD INDEX FDS	Unclassified	4.92%
3	AMGN	AMGEN INC	Health Care	3.86%
4	IWB	ISHARES TR	Unclassified	3.83%
5	IJR	ISHARES TR	Unclassified	3.40%
6	IVV	ISHARES TR	Unclassified	3.21%
7	JIVE	J P MORGAN EXCHANGE TRADED F	Unclassified	3.08%
8	AVGO	Broadcom Inc.	Information Technology	2.59%
9	AMZN	AMAZON COM INC	Consumer Discretionary	2.40%
10	JPST	J P MORGAN EXCHANGE TRADED F	Unclassified	2.38%

110/215 names classified · sector 43.7% of weight · industry 43.6% · mkt cap 41.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 22 quarters

Information TechnologyAAPL, NVDA, MSFT, AVGO, PLTR · other

Health CareBHC, BMY, AMGN, JNJ, NVO · other

Consumer DiscretionaryTSLA, AMZN, HD, PENN, COR · other

FinancialsTPL, JPM, GS, BAC, BMO · other

Communication ServicesMETA, GOOGL, GOOG, DIS, NFLX · other

MaterialsPG, NKE, CL, MP

IndustrialsACN, BA, ABNB, RTX, UPS · other

Real EstateOZ, IRT

EnergyCVX, XOM, VLO, MPC

Consumer StaplesKO, PM, ARKO, PEP, MO

UtilitiesOKLO, DUK, CEG, ETR, SO · other

UnclassifiedIWB, JPST, VV, FVD, AGG · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 43.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 40% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (95 classified)OBSIDIAN CIO, LLC centroid (Large Growth)

Information TechnologyCommunication ServicesHealth CareConsumer DiscretionaryFinancialsIndustrialsEnergyConsumer StaplesMaterialsUtilities

Style box summary for OBSIDIAN CIO, LLC: centroid Large Growth. Heaviest cells: Large Growth 25.5%, Large Core 10.0%, Large Value 3.7%.

Classified: 40.2% of book weight (95/215 names) · unclassified 59.8%: VV, IWB, IJR, IVV, JIVE, JPST, EFV, VTV, NVO, SCHG +110 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 215 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	30,955	$8M	7.0%	ADD 271%
2	VVVANGUARD INDEX FDS	18,352	$5M	4.9%	ADD 28%
3	AMGNAMGEN INC	12,237	$4M	3.9%	ADD 5488%
4	IWBISHARES TR	11,957	$4M	3.8%	TRIM −3%
5	IJRISHARES TR	30,469	$4M	3.4%	ADD 24%
6	IVVISHARES TR	5,483	$4M	3.2%	ADD 6%
7	JIVEJ P MORGAN EXCHANGE TRADED F	40,083	$3M	3.1%	ADD 21%
8	AVGOBROADCOM INC	9,325	$3M	2.6%	ADD 430%
9	AMZNAMAZON COM INC	12,837	$3M	2.4%	ADD 446%
10	JPSTJ P MORGAN EXCHANGE TRADED F	52,451	$3M	2.4%	TRIM −14%
11	EFVISHARES TR	35,439	$3M	2.4%	ADD 22%
12	VTVVANGUARD INDEX FDS	13,356	$3M	2.4%	ADD 20%
13	NVDANVIDIA CORPORATION	14,967	$3M	2.3%	ADD 268%
14	METAMETA PLATFORMS INC	4,007	$2M	2.1%	ADD 89%
15	GOOGLALPHABET INC	7,901	$2M	2.0%	ADD 46%
16	NVONOVO-NORDISK A S	57,768	$2M	1.9%	NEW
17	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	71,813	$2M	1.9%	HOLD
18	EFGISHARES TR	18,170	$2M	1.8%	NEW
19	VOOVANGUARD INDEX FDS	3,267	$2M	1.8%	ADD 7%
20	MSFTMICROSOFT CORP	5,203	$2M	1.7%	ADD 353%
21	VUGVANGUARD INDEX FDS	4,361	$2M	1.7%	ADD 28%
22	VMBSVANGUARD SCOTTSDALE FDS	39,633	$2M	1.7%	ADD 20%
23	GOOGALPHABET INC	5,414	$2M	1.4%	ADD 29978%
24	VGSHVANGUARD SHORT-TERM TREASURY ETF	25,432	$1M	1.3%	NEW
25	VWOVANGUARD INTL EQUITY INDEX F	24,001	$1M	1.2%	ADD 32%
26	AIQGLOBAL X FDS	24,160	$1M	1.0%	NEW
27	PLTRPALANTIR TECHNOLOGIES INC	7,564	$1M	1.0%	ADD 19%
28	BOTZGLOBAL X FDS	32,630	$1M	1.0%	ADD 44%
29	VSSVANGUARD INTL EQUITY INDEX F	6,864	$1M	0.9%	ADD 36%
30	BMOBANK MONTREAL MEDIUM	7,142	$966,598	0.9%	NEW
31	TSLATESLA INC	2,531	$940,899	0.8%	ADD 58%
32	JPMJPMORGAN CHASE & CO	3,027	$890,386	0.8%	ADD 93%
33	RSPINVESCO EXCHANGE TRADED FD T	4,587	$880,322	0.8%	ADD 50867%
34	SPYMSPDR SERIES TRUST	11,070	$847,321	0.8%	ADD 196%
35	BNDVANGUARD BD INDEX FDS	11,279	$830,574	0.7%	TRIM −4%
36	AGGISHARES TR	7,688	$763,142	0.7%	ADD 12%
37	RTXRTX CORPORATION	3,845	$741,773	0.7%	ADD 291%
38	IWDISHARES TR	3,281	$701,092	0.6%	ADD 97%
39	FVDFIRST TR EXCHANGE-TRADED FD	14,119	$663,996	0.6%	TRIM −4%
40	GOVTISHARES TR	27,767	$636,149	0.6%	NEW
41	NFLXNETFLIX INC	6,491	$624,110	0.6%	ADD 899%
42	FSKFS KKR CAP CORP	56,563	$575,808	0.5%	ADD 36%
43	IBMINTERNATIONAL BUSINESS MACHS	2,373	$575,170	0.5%	ADD 994%
44	GSGOLDMAN SACHS GROUP INC	673	$569,179	0.5%	ADD 14%
45	ITOTISHARES TR	3,878	$552,394	0.5%	ADD 37%
46	JNJJOHNSON & JOHNSON	2,198	$537,221	0.5%	ADD 31%
47	QQQINVESCO QQQ TR	912	$526,290	0.5%	HOLD
48	FNDXSCHWAB STRATEGIC TR	10,747	$525,840	0.5%	NEW
49	IJHISHARES TR	7,645	$516,245	0.5%	ADD 10%
50	CVXCHEVRON CORP NEW	2,419	$500,407	0.4%	ADD 69%
51	BACBANK AMERICA CORP	9,405	$458,502	0.4%	ADD 675%
52	ABBVABBVIE INC	1,992	$433,242	0.4%	ADD 57%
53	VLOVALERO ENERGY CORP	1,666	$411,698	0.4%	NEW
54	BXBLACKSTONE INC	3,473	$399,307	0.4%	NEW
55	KOCOCA COLA CO	5,033	$382,731	0.3%	ADD 47%
56	SHVISHARES TR	3,312	$365,617	0.3%	ADD 13%
57	IEMGISHARES INC	5,203	$362,887	0.3%	ADD 179%
58	XOMEXXON MOBIL CORP	2,135	$362,191	0.3%	ADD 36%
59	SPMOInvesco ETF Trust II - S&P500 Momentum ETF	3,201	$358,866	0.3%	NEW
60	PANWPALO ALTO NETWORKS INC	2,187	$350,620	0.3%	ADD 13569%
61	IDVISHARES TR	8,130	$346,014	0.3%	ADD 5%
62	HDHOME DEPOT INC	986	$324,143	0.3%	ADD 80%
63	HYGISHARES TR	4,071	$323,887	0.3%	NEW
64	RVSBRIVERVIEW BANCORP INC	4,643	$317,728	0.3%	NEW
65	HDVISHARES TR	2,246	$304,854	0.3%	ADD 378%
66	LLYELI LILLY & CO	326	$299,990	0.3%	ADD 609%
67	GEVGE VERNOVA INC	344	$299,914	0.3%	ADD 93%
68	VTIVANGUARD INDEX FDS	927	$297,475	0.3%	HOLD
69	GEGE AEROSPACE	1,022	$290,021	0.3%	ADD 11%
70	IDEVISHARES TR	3,349	$279,894	0.3%	ADD 2%
71	STXSEAGATE TECHNOLOGY HLDNGS PL	677	$265,222	0.2%	NEW
72	IWMISHARES TR	4,039	$264,334	0.2%	TRIM −49%
73	IWYISHARES TR	1,060	$263,778	0.2%	NEW
74	EFAISHARES TR	2,604	$252,927	0.2%	HOLD
75	MSDLMORGAN STANLEY DIRECT LENDIN	17,742	$247,677	0.2%	ADD 3%
76	PRUPRUDENTIAL FINL INC	2,532	$247,373	0.2%	ADD 5%
77	JEPQJ P MORGAN EXCHANGE TRADED F	4,448	$246,953	0.2%	ADD 23%
78	BIZDVANECK ETF TRUST	19,092	$244,378	0.2%	ADD 174%
79	QQQMINVESCO EXCH TRADED FD TR II	987	$234,547	0.2%	ADD 16%
80	FDVVFIDELITY COVINGTON TRUST	4,175	$230,644	0.2%	HOLD
81	SCHDSCHWAB STRATEGIC TR	7,513	$230,491	0.2%	ADD 6%
82	PULSPGIM ETF TR	4,654	$230,365	0.2%	ADD 23%
83	IEFAISHARES TR	2,532	$229,252	0.2%	ADD 7%
84	VVISA INC	758	$229,148	0.2%	ADD 299%
85	JNKSPDR SER TR	2,389	$228,709	0.2%	NEW
86	DXJWISDOMTREE TR	1,425	$225,935	0.2%	NEW
87	IXUSISHARES TR	2,540	$220,066	0.2%	NEW
88	WMTWALMART INC	1,770	$220,021	0.2%	ADD 208%
89	BILSPDR SERIES TRUST	2,380	$218,118	0.2%	NEW
90	IWFISHARES TR	504	$214,922	0.2%	ADD 7100%
91	MSMORGAN STANLEY	1,297	$213,455	0.2%	ADD 81%
92	USIGISHARES TR	4,119	$211,011	0.2%	NEW
93	JEPIJPMorgan Equity Premium Income ETF	3,688	$209,039	0.2%	HOLD
94	UNMUNUM GROUP	2,832	$206,856	0.2%	NEW
95	BSCSINVESCO EXCH TRD SLF IDX FD	9,715	$198,401	0.2%	NEW
96	VNQVANGUARD INDEX FDS	2,229	$197,676	0.2%	HOLD
97	IBITISHARES BITCOIN TRUST ETF	5,034	$193,406	0.2%	HOLD
98	VIGVANGUARD SPECIALIZED FUNDS	896	$192,612	0.2%	ADD 7%
99	SPYGSPDR SERIES TRUST STATE STREET SPD	1,962	$192,079	0.2%	ADD 27%
100	CSCOCISCO SYS INC	2,470	$191,683	0.2%	ADD 175%
101	WDCWESTERN DIGITAL CORP	694	$187,720	0.2%	ADD 2470%
102	JAAAJANUS DETROIT STR TR	3,723	$187,508	0.2%	ADD 13%
103	PGPROCTER AND GAMBLE CO	1,196	$172,680	0.2%	ADD 427%
104	HONHONEYWELL INTL INC	758	$171,351	0.2%	NEW
105	MRKMERCK & CO INC	1,408	$169,364	0.2%	ADD 2608%
106	BSCRINVESCO EXCH TRD SLF IDX FD	8,602	$168,820	0.2%	HOLD
107	DGROISHARES CORE DIVIDEND GROWTH ETF	2,375	$166,685	0.1%	ADD 55%
108	OKLOOKLO INC	3,353	$166,275	0.1%	ADD 69%
109	XLESELECT SECTOR SPDR TR	2,714	$166,270	0.1%	ADD 289%
110	VBVANGUARD INDEX FDS	631	$165,223	0.1%	ADD 55%
111	PGRPROGRESSIVE CORP	806	$159,818	0.1%	NEW
112	ADPAUTOMATIC DATA PROCESSING IN	784	$159,383	0.1%	ADD 11%
113	UNHUNITEDHEALTH GROUP INC	582	$157,429	0.1%	NEW
114	CORCENCORA INC	497	$156,135	0.1%	ADD 9%
115	VGTVANGUARD WORLD FD	218	$152,366	0.1%	TRIM −99%
116	MYNBLACKROCK MUNIYIELD N Y QUAL	15,665	$150,384	0.1%	NEW
117	BLKBLACKROCK INC	154	$148,444	0.1%	ADD 431%
118	PEPPEPSICO INC	938	$145,669	0.1%	NEW
119	GLDSPDR GOLD TR	337	$145,008	0.1%	ADD 4%
120	CRWDCROWDSTRIKE HLDGS INC	368	$143,671	0.1%	NEW
121	SPYSTATE STR SPDR S&P 500 ETF T	220	$143,052	0.1%	ADD 38%
122	CITHE CIGNA GROUP	523	$139,444	0.1%	ADD 87%
123	TSMTAIWAN SEMICONDUCTOR MFG LTD	394	$133,152	0.1%	ADD 19%
124	PHPARKER-HANNIFIN CORP	148	$132,861	0.1%	NEW
125	MAMASTERCARD INCORPORATED	257	$128,413	0.1%	ADD 634%
126	MCDMCDONALDS CORP	408	$126,847	0.1%	NEW
127	VXUSVANGUARD STAR FDS	1,632	$125,809	0.1%	NEW
128	AMLPALPS ETF TR	2,222	$116,966	0.1%	HOLD
129	LMTLOCKHEED MARTIN CORP	193	$116,647	0.1%	NEW
130	WFCWELLS FARGO CO NEW	1,414	$112,584	0.1%	ADD 156%
131	JCPBJ P MORGAN EXCHANGE TRADED F	2,347	$110,500	0.1%	ADD 68%
132	SNDKSANDISK CORP	171	$108,643	0.1%	NEW
133	CMCSACOMCAST CORP NEW	3,756	$107,835	0.1%	ADD 548%
134	XLPSELECT SECTOR SPDR TR	1,299	$106,515	0.1%	NEW
135	COSTCOSTCO WHSL CORP NEW	102	$101,636	0.1%	ADD 325%
136	VZVERIZON COMMUNICATIONS INC	1,977	$99,256	0.1%	ADD 93%
137	ORCLORACLE CORP	672	$98,798	0.1%	ADD 446%
138	LHXL3HARRIS TECHNOLOGIES INC	286	$98,713	0.1%	NEW
139	DGTSPDR SERIES TRUST	1,730	$97,910	0.1%	HOLD
140	UNPUNION PAC CORP	382	$92,681	0.1%	ADD 1058%
141	LQDISHARES TR	781	$85,095	0.1%	ADD 30%
142	VEAVANGUARD TAX-MANAGED FDS	1,265	$81,042	0.1%	ADD 11%
143	MUMICRON TECHNOLOGY INC	234	$79,171	0.1%	ADD 141%
144	BRK.BBERKSHIRE HATHAWAY INC DEL	157	$75,234	0.1%	ADD 336%
145	AXPAMERICAN EXPRESS CO	240	$72,522	0.1%	ADD 7%
146	LRCXLAM RESEARCH CORP	315	$67,303	0.1%	NEW
147	XLVSELECT SECTOR SPDR TR	455	$66,724	0.1%	HOLD
148	TAT&T INC	2,216	$64,253	0.1%	ADD 9%
149	AMATAPPLIED MATLS INC	180	$61,502	0.1%	NEW
150	UBERUBER TECHNOLOGIES INC	799	$57,472	0.1%	ADD 412%
151	PMPHILIP MORRIS INTL INC	334	$55,208	0.0%	ADD 13%
152	VDEVANGUARD WORLD FD	319	$55,137	0.0%	NEW
153	VYMVANGUARD WHITEHALL FDS	346	$51,250	0.0%	HOLD
154	DUKDUKE ENERGY CORP NEW	381	$49,861	0.0%	ADD 37%
155	BABAALIBABA GROUP HLDG LTD	393	$49,306	0.0%	ADD 347%
156	NOBLPROSHARES TR	451	$47,811	0.0%	NEW
157	ETRENTERGY CORP NEW	243	$46,437	0.0%	ADD 557%
158	SHOPSHOPIFY INC	391	$46,380	0.0%	ADD 90%
159	SOSOUTHERN CO	470	$45,397	0.0%	NEW
160	CLCOLGATE PALMOLIVE CO	481	$40,996	0.0%	NEW
161	ADIANALOG DEVICES INC	126	$40,086	0.0%	NEW
162	SMHVANECK ETF TRUST	104	$39,874	0.0%	ADD 79%
163	DISDISNEY WALT CO	361	$34,811	0.0%	ADD 292%
164	NFGNATIONAL FUEL GAS CO	341	$32,047	0.0%	NEW
165	HLTHILTON WORLDWIDE HLDGS INC	97	$29,496	0.0%	NEW
166	BKNGBOOKING HOLDINGS INC	7	$29,472	0.0%	NEW
167	CEGCONSTELLATION ENERGY CORP	103	$28,789	0.0%	ADD 63%
168	GDGENERAL DYNAMICS CORP	81	$27,836	0.0%	NEW
169	ACHRARCHER AVIATION INC	5,350	$27,660	0.0%	ADD 19%
170	PFEPFIZER INC	937	$26,300	0.0%	ADD 338%
171	ABNBAIRBNB INC	203	$25,635	0.0%	NEW
172	AMDADVANCED MICRO DEVICES INC	122	$24,818	0.0%	TRIM −18%
173	MRNAMODERNA INC	482	$24,486	0.0%	NEW
174	QCOMQUALCOMM INC	172	$22,174	0.0%	ADD 537%
175	XLFSELECT SECTOR SPDR TR	446	$22,031	0.0%	ADD 5%
176	OZBELPOINTE PREP LLC	373	$19,844	0.0%	HOLD
177	XLKSELECT SECTOR SPDR TR	142	$18,895	0.0%	HOLD
178	DGRWWISDOMTREE TR	200	$17,579	0.0%	HOLD
179	SCHFSCHWAB STRATEGIC TR	628	$15,538	0.0%	HOLD
180	SBUXSTARBUCKS CORP	168	$15,087	0.0%	ADD 171%
181	USMVISHARES TR	162	$15,010	0.0%	ADD 33%
182	SNOWSNOWFLAKE INC	91	$13,725	0.0%	ADD 2175%
183	MOALTRIA GROUP INC	206	$13,594	0.0%	NEW
184	ISRGINTUITIVE SURGICAL INC	29	$13,369	0.0%	NEW
185	NOCNORTHROP GRUMMAN CORP	19	$12,963	0.0%	NEW
186	SHYISHARES TR	91	$11,998	0.0%	TRIM −18%
187	BMYBRISTOL-MYERS SQUIBB CO	196	$11,887	0.0%	ADD 39%
188	IVWISHARES TR	88	$9,906	0.0%	HOLD
189	GBTCGRAYSCALE BITCOIN TRUST ETF	175	$9,233	0.0%	HOLD
190	GILDGILEAD SCIENCES INC	64	$8,920	0.0%	NEW
191	CRMSALESFORCE INC	41	$7,653	0.0%	ADD 128%
192	NUAGNUSHARES ETF TR	207	$7,466	0.0%	TRIM −14%
193	MPCMARATHON PETE CORP	25	$6,105	0.0%	NEW
194	XLYSELECT SECTOR SPDR TR	54	$5,896	0.0%	HOLD
195	WCMIFIRST TR EXCHANGE-TRADED FD	329	$5,510	0.0%	TRIM −12%
196	URIUNITED RENTALS INC	7	$5,100	0.0%	NEW
197	KKRKKR & CO INC	49	$4,533	0.0%	TRIM −28%
198	NULGNUSHARES ETF TR	47	$4,274	0.0%	TRIM −11%
199	VDCVANGUARD WORLD FD	17	$3,923	0.0%	NEW
200	ESMLISHARES TR	81	$3,825	0.0%	TRIM −30%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

59K

63K

64K

31K

$8M

VVVANGUARD INDEX FDS

129K

149K

137K

157K

14K

18K

$5M

AMGNAMGEN INC

—

663

774

739

219

12K

$4M

IWBISHARES TR

184K

180K

177K

173K

12K

$4M

IJRISHARES TR

281K

299K

255K

276K

25K

30K

$4M

IVVISHARES TR

43K

41K

54K

$4M

JIVEJ P MORGAN EXCHANGE TRADED F

426K

455K

480K

500K

33K

40K

$3M

AVGOBROADCOM INC

11K

13K

$3M

AMZNAMAZON COM INC

17K

26K

27K

13K

$3M

JPSTJ P MORGAN EXCHANGE TRADED F

709K

1.8M

1.6M

1.5M

61K

52K

$3M

EFVISHARES TR

321K

330K

352K

369K

29K

35K

$3M

VTVVANGUARD INDEX FDS

139K

171K

167K

178K

11K

13K

$3M

NVDANVIDIA CORPORATION

67K

84K

86K

88K

15K

$3M

METAMETA PLATFORMS INC

$2M

GOOGLALPHABET INC

10K

14K

17K

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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