MondegarAI
OBSIDIAN CIO, LLC

Q2 2025 · 13F-HR

OBSIDIAN CIO, LLCholdings as filed

Filed 2025-08-07 · accession 0001843581-25-000006

$689.1M
Reported value
215
Positions
2025-06-30
Period end
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The Brief · OBSIDIAN CIO, LLC · Q2 2025

AI · grounded in 13F

OBSIDIAN CIO, LLC established a new position in JPST valued at $79.6M. The fund also initiated new stakes in IWB for $60.2M and VV for $39.1M. Additional new positions include IVV at $33.7M, JIVE at $33.3M, and VTV at $29.5M. The fund ended the period with 213 positions and total AUM of $689.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$79.6M11.5%1,569,722CommonNONE
464287622IWBISHARES TR$60.2M8.74%177,419CommonNONE
922908637VVVANGUARD INDEX FDS$39.1M5.67%136,985CommonNONE
464287200IVVISHARES TR$33.7M4.89%54,329CommonNONE
46654Q757JIVEJ P MORGAN EXCHANGE TRADED F$33.3M4.83%480,150CommonNONE
922908744VTVVANGUARD INDEX FDS$29.5M4.27%166,651CommonNONE
464287804IJRISHARES TR$27.9M4.05%255,227CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$22.6M3.28%774,000CommonNONE
464288877EFVISHARES TR$22.3M3.24%351,582CommonNONE
464288885EFGISHARES TR$21.3M3.10%190,537CommonNONE
302635206FSKFS KKR CAP CORP$20.4M2.96%983,584CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$19.3M2.79%327,521CommonNONE
922908736VUGVANGUARD INDEX FDS$15.9M2.30%36,222CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$15.7M2.28%262,578CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$15.0M2.17%322,733CommonNONE
67066G104NVDANVIDIA CORPORATION$13.6M1.97%86,146CommonNONE
037833100AAPLAPPLE INC$13.0M1.89%63,382CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$11.9M1.73%240,832CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$10.2M1.48%75,695CommonNONE
023135106AMZNAMAZON COM INC$6.0M0.87%27,211CommonNONE
594918104MSFTMICROSOFT CORP$5.6M0.81%11,289CommonNONE
922908363VOOVANGUARD INDEX FDS$5.3M0.76%9,244CommonNONE
37954Y715BOTZGLOBAL X FDS$5.2M0.75%158,040CommonNONE
922908751VBVANGUARD INDEX FDS$5.2M0.75%21,748CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$4.8M0.70%78,665CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$4.7M0.69%105,756CommonNONE
88160R101TSLATESLA INC$4.6M0.66%14,343CommonNONE
30303M102METAMETA PLATFORMS INC$4.3M0.63%5,865CommonNONE
69344A107PULSPGIM ETF TR$4.2M0.61%85,016CommonNONE
464288679SHVISHARES TR$4.2M0.61%38,140CommonNONE
080694102OZBELPOINTE PREP LLC$4.0M0.58%62,565CommonNONE
46090E103QQQINVESCO QQQ TR$3.7M0.53%6,661CommonNONE
11135F101AVGOBROADCOM INC$3.6M0.52%12,963CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.5M0.50%5,585CommonNONE
46432F842IEFAISHARES TR$3.4M0.50%41,199CommonNONE
78464A409SPYGSPDR SERIES TRUST$3.0M0.43%31,320CommonNONE
02079K305GOOGLALPHABET INC$2.9M0.43%16,655CommonNONE
464287655IWMISHARES TR$2.8M0.41%12,967CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.5M0.37%10,025CommonNONE
071734107BHCBAUSCH HEALTH COS INC$2.5M0.36%371,129CommonNONE
78464A508SPYVSPDR SERIES TRUST$2.4M0.35%46,553CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.2M0.32%43,559CommonNONE
92204A702VGTVANGUARD WORLD FD$2.2M0.32%3,314CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.0M0.30%1,929CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.0M0.29%6,982CommonNONE
92826C839VVISA INC$2.0M0.29%5,566CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$1.7M0.25%36,806CommonNONE
92204A405VFHVANGUARD WORLD FD$1.6M0.23%12,396CommonNONE
464287309IVWISHARES TR$1.5M0.22%13,997CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$1.4M0.21%34,576CommonNONE
02079K107GOOGALPHABET INC$1.4M0.20%7,892CommonNONE
79589L106IOTSAMSARA INC$1.4M0.20%34,855CommonNONE
45166A102IDYAIDEAYA BIOSCIENCES INC$1.4M0.20%64,901CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.3M0.20%9,875CommonNONE
09260U109BCATBLACKROCK CAP ALLOCATION TER$1.3M0.19%88,356CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.2M0.18%14,663CommonNONE
922908769VTIVANGUARD INDEX FDS$1.2M0.18%4,075CommonNONE
92204A108VCRVANGUARD WORLD FD$1.2M0.17%3,207CommonNONE
78463V107GLDSPDR GOLD TR$1.1M0.17%3,748CommonNONE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$1.1M0.16%59,231CommonNONE
46438R105ETHAISHARES ETHEREUM TR$1.1M0.16%57,690CommonNONE
833445109SNOWSNOWFLAKE INC$1.1M0.16%4,852CommonNONE
464288802SUSAISHARES TR$1.0M0.15%8,271CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.15%2,107CommonNONE
464287721IYWISHARES TR$1.0M0.15%5,883CommonNONE
09249W101BLWBLACKROCK LTD DURATION INCOM$986,0240.14%69,536CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$941,6850.14%6,986CommonNONE
46434G103IEMGISHARES INC$920,1390.13%15,328CommonNONE
92204A884VOXVANGUARD WORLD FD$878,6520.13%5,137CommonNONE
742718109PGPROCTER AND GAMBLE CO$867,8590.13%5,447CommonNONE
464287226AGGISHARES TR$864,6500.13%8,716CommonNONE
30231G102XOMEXXON MOBIL CORP$844,0520.12%7,830CommonNONE
68389X105ORCLORACLE CORP$794,9890.12%3,636CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$785,4960.11%13,817CommonNONE
79466L302CRMSALESFORCE INC$758,5420.11%2,782CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$756,5630.11%3,340CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$754,1930.11%13,229CommonNONE
92204A504VHTVANGUARD WORLD FD$730,7040.11%2,942CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$730,3740.11%15,778CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$723,0970.10%13,807CommonNONE
26622P107DOCSDOXIMITY INC$708,1700.10%11,545CommonNONE
17275R102CSCOCISCO SYS INC$706,2750.10%10,180CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$701,2510.10%991CommonNONE
64110L106NFLXNETFLIX INC$692,3300.10%517CommonNONE
74348A467NOBLPROSHARES TR$681,7460.10%6,770CommonNONE
437076102HDHOME DEPOT INC$677,8770.10%1,849CommonNONE
464287614IWFISHARES TR$674,9630.10%1,590CommonNONE
060505104BACBANK AMERICA CORP$674,0790.10%14,245CommonNONE
532457108LLYELI LILLY & CO$656,6040.10%842CommonNONE
92204A603VISVANGUARD WORLD FD$621,2420.09%2,218CommonNONE
92204A207VDCVANGUARD WORLD FD$618,8970.09%2,826CommonNONE
57636Q104MAMASTERCARD INCORPORATED$604,5700.09%1,076CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$594,7890.09%2,018CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$591,2300.09%1,088CommonNONE
48251W104KKRKKR & CO INC$588,7310.09%4,426CommonNONE
478160104JNJJOHNSON & JOHNSON$576,6980.08%3,775CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$571,7420.08%25,871CommonNONE
166764100CVXCHEVRON CORP NEW$569,9210.08%3,980CommonNONE
N97284108NBISNEBIUS GROUP N.V.$568,5710.08%10,276CommonNONE
254687106DISDISNEY WALT CO$557,5100.08%4,496CommonNONE
69374H881COWZPACER FDS TR$552,7960.08%10,033CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$543,5310.08%6,677CommonNONE
46429B663HDVISHARES TR$543,0680.08%4,635CommonNONE
67092P805NUDMNUSHARES ETF TR$538,8370.08%15,183CommonNONE
025816109AXPAMERICAN EXPRESS CO$534,4310.08%1,675CommonNONE
654106103NKENIKE INC$533,3650.08%7,508CommonNONE
464287754IYJISHARES TR$533,2660.08%3,747CommonNONE
921937835BNDVANGUARD BD INDEX FDS$532,3250.08%7,230CommonNONE
82509L107SHOPSHOPIFY INC$531,3020.08%4,606CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$522,7320.08%16,999CommonNONE
46429B697USMVISHARES TR$521,2870.08%5,553CommonNONE
717081103PFEPFIZER INC$519,3100.08%21,424CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$505,5650.07%3,792CommonNONE
375558103GILDGILEAD SCIENCES INC$501,0530.07%4,519CommonNONE
464287788IYFISHARES TR$497,3350.07%4,111CommonNONE
09260Q108BTXBLACKROCK TECH AND PRIVATE E$493,5050.07%67,235CommonNONE
949746101WMT2WELLS FARGO CO NEW$477,5110.07%5,960CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$476,7140.07%936CommonNONE
464288240ACWXISHARES TR$471,1970.07%7,732CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$467,3400.07%5,009CommonNONE
191216100KOCOCA COLA CO$464,1160.07%6,560CommonNONE
565394103CARTMAPLEBEAR INC$457,6930.07%10,117CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$454,0980.07%5,354CommonNONE
91529Y106UNMUNUM GROUP$448,0160.07%5,548CommonNONE
707569109PENNPENN ENTERTAINMENT INC$446,7500.06%25,000CommonNONE
042068205ARMARM HOLDINGS PLC$431,6840.06%2,669CommonNONE
037833100AAPLAPPLE INC$430,8570.06%2,100PUTNONE
548661107LOWLOWES COS INC$427,5600.06%1,927CommonNONE
855244109SBUXSTARBUCKS CORP$418,5570.06%4,568CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$413,2160.06%71CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$412,5530.06%14,910CommonNONE
009066101ABNBAIRBNB INC$405,7540.06%3,066CommonNONE
46435U135IHAKISHARES TR$397,4460.06%7,469CommonNONE
00287Y109ABBVABBVIE INC$391,9570.06%2,112CommonNONE
718172109PMPHILIP MORRIS INTL INC$379,7430.06%2,085CommonNONE
27828H105XEVVXEATON VANCE LIMITED DURATION$378,4960.05%36,890CommonNONE
464287507IJHISHARES TR$372,8370.05%6,012CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$369,1380.05%13,930CommonNONE
464287598IWDISHARES TR$366,6780.05%1,888CommonNONE
33733E732WCMIFIRST TR EXCHANGE-TRADED FD$365,2490.05%22,957CommonNONE
464287713IYZISHARES TR$360,6880.05%12,112CommonNONE
744320102PRUPRUDENTIAL FINL INC$356,4390.05%3,318CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$346,0420.05%16,798CommonNONE
464287408IVEISHARES TR$345,8140.05%1,770CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$332,7460.05%20,130CommonNONE
37954Y236DTCRGLOBAL X FDS$325,2120.05%17,447CommonNONE
09290D101BLKBLACKROCK INC$324,0440.05%309CommonNONE
67092P201NULGNUSHARES ETF TR$322,4760.05%3,432CommonNONE
464288448IDVISHARES TR$322,0520.05%9,332CommonNONE
75513E101RTXRTX CORPORATION$317,2290.05%2,173CommonNONE
20030N101CMCSACOMCAST CORP NEW$313,4340.05%8,782CommonNONE
46435U663ESMLISHARES TR$308,5590.04%7,466CommonNONE
00206R102TAT&T INC$303,7740.04%10,497CommonNONE
464287648IWOISHARES TR$301,8910.04%1,056CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$300,5860.04%2,547CommonNONE
00162Q452AMLPALPS ETF TR$295,9650.04%6,057CommonNONE
747525103QCOMQUALCOMM INC$295,9440.04%1,858CommonNONE
697435105PANWPALO ALTO NETWORKS INC$293,8630.04%1,436CommonNONE
00214Q104ARKKARK ETF TR$287,9760.04%4,097CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$286,6900.04%3,793CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$285,4190.04%6,596CommonNONE
26922A420QTUMETF SER SOLUTIONS$284,8560.04%3,102CommonNONE
194162103CLCOLGATE PALMOLIVE CO$282,2880.04%3,105CommonNONE
67092P300NULVNUSHARES ETF TR$275,1120.04%6,564CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$274,1370.04%1,858CommonNONE
33738D796FIIGFIRST TR EXCHANGE-TRADED FD$273,0610.04%13,015CommonNONE
911363109URIUNITED RENTALS INC$272,9030.04%362CommonNONE
539830109LMTLOCKHEED MARTIN CORP$272,5010.04%588CommonNONE
369604301GEGE AEROSPACE$270,2310.04%1,050CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$268,6550.04%871CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$262,6620.04%15,653CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$261,0970.04%809CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$260,7970.04%1,200CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$255,3170.04%3,127CommonNONE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$254,5470.04%15,850CommonNONE
G29183103ETNEATON CORP PLC$253,7640.04%711CommonNONE
56585A102MPCMARATHON PETE CORP$253,4010.04%1,526CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$253,0690.04%4,652CommonNONE
808513105SCHWSCHWAB CHARLES CORP$250,4820.04%2,745CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$248,3200.04%497CommonNONE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$248,2120.04%13,759CommonNONE
98980G102ZSZSCALER INC$245,1870.04%781CommonNONE
92189F676SMHVANECK ETF TRUST$242,9740.04%871CommonNONE
464287242LQDISHARES TR$242,8280.04%2,215CommonNONE
036752103ELVELEVANCE HEALTH INC$241,6220.04%621CommonNONE
46435U549EAGGISHARES TR$239,7930.03%5,044CommonNONE
33739P871HDMVFIRST TR EXCH TRADED FD III$238,2960.03%6,818CommonNONE
907818108UNPUNION PAC CORP$231,2240.03%1,005CommonNONE
58933Y105MRKMERCK & CO INC$228,9710.03%2,893CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$228,3940.03%1,116CommonNONE
931142103WMTWALMART INC$224,7130.03%2,298CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$219,7640.03%704CommonNONE
464287580IYCISHARES TR$218,5270.03%2,193CommonNONE
464287465EFAISHARES TR$217,1460.03%2,429CommonNONE
031162100AMGNAMGEN INC$216,1640.03%774CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$215,3090.03%805CommonNONE
04010L103ARCCARES CAPITAL CORP$213,6320.03%9,728CommonNONE
33737J505FEUZFIRST TR EXCH TRD ALPHDX FD$213,1900.03%3,858CommonNONE
97717X669DGRWWISDOMTREE TR$212,3960.03%2,536CommonNONE
78464A854SPYMSPDR SERIES TRUST$211,1100.03%2,904CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$210,7220.03%1,485CommonNONE
125523100CITHE CIGNA GROUP$209,3290.03%633CommonNONE
958102105WDCWESTERN DIGITAL CORP$204,0520.03%3,189CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$203,0980.03%10,336CommonNONE
369550108GDGENERAL DYNAMICS CORP$200,0210.03%686CommonNONE
071705107BLCOBAUSCH PLUS LOMB CORP$192,5480.03%14,800CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$177,5780.03%12,943CommonNONE
69331C108PCGPG&E CORP$170,3420.02%12,220CommonNONE
03945R102ACHRARCHER AVIATION INC$113,3390.02%10,446CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$88,3310.01%13,009CommonNONE
67066G104NVDANVIDIA CORPORATION$78,9950.01%500PUTNONE
539439109LYGLLOYDS BANKING GROUP PLC$42,7130.01%10,050CommonNONE
56400P706MNKDMANNKIND CORP$37,7370.01%10,090CommonNONE
549498103CCIVGBPLUCID GROUP INC$21,6990.00%10,284CommonNONE
750102105RXTRACKSPACE TECHNOLOGY INC$15,3600.00%12,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.