MondegarAI
OBSIDIAN CIO, LLC

Q3 2025 · 13F-HR

OBSIDIAN CIO, LLCholdings as filed

Filed 2025-10-21 · accession 0001843581-25-000007

$762.2M
Reported value
226
Positions
2025-09-30
Period end
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The Brief · OBSIDIAN CIO, LLC · Q3 2025

AI · grounded in 13F

OBSIDIAN CIO, LLC established a new position in JPST valued at $74.3M. The fund also initiated new stakes in IWB for $63.2M and VV for $48.3M. Additional new positions include JIVE, IVV, and VTV. The fund ended the period with 225 positions and total AUM of $762.2M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$74.3M9.75%1,464,709CommonNONE
464287622IWBISHARES TR$63.2M8.29%172,890CommonNONE
922908637VVVANGUARD INDEX FDS$48.3M6.33%156,828CommonNONE
46654Q757JIVEJ P MORGAN EXCHANGE TRADED F$37.7M4.94%499,656CommonNONE
464287200IVVISHARES TR$35.9M4.72%53,697CommonNONE
922908744VTVVANGUARD INDEX FDS$33.2M4.36%178,030CommonNONE
464287804IJRISHARES TR$32.8M4.31%276,443CommonNONE
464288877EFVISHARES TR$25.0M3.29%369,146CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$24.0M3.15%753,407CommonNONE
464288885EFGISHARES TR$23.1M3.03%203,033CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$21.2M2.79%360,936CommonNONE
922908736VUGVANGUARD INDEX FDS$19.1M2.51%39,916CommonNONE
67066G104NVDANVIDIA CORPORATION$16.5M2.16%88,336CommonNONE
037833100AAPLAPPLE INC$16.2M2.13%63,696CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$16.2M2.13%345,173CommonNONE
37954Y715BOTZGLOBAL X FDS$15.8M2.07%445,236CommonNONE
37954Y632AIQGLOBAL X FDS$13.9M1.82%280,926CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$13.7M1.80%253,664CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$11.4M1.49%79,740CommonNONE
302635206FSKFS KKR CAP CORP$10.7M1.40%716,162CommonNONE
88160R101TSLATESLA INC$7.4M0.98%16,739CommonNONE
594918104MSFTMICROSOFT CORP$6.0M0.79%11,568CommonNONE
023135106AMZNAMAZON COM INC$5.9M0.78%26,948CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$5.7M0.75%88,389CommonNONE
922908751VBVANGUARD INDEX FDS$5.7M0.75%22,376CommonNONE
922908363VOOVANGUARD INDEX FDS$5.7M0.74%9,272CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$4.9M0.64%105,007CommonNONE
69344A107PULSPGIM ETF TR$4.6M0.61%92,748CommonNONE
464288679SHVISHARES TR$4.6M0.60%41,639CommonNONE
30303M102METAMETA PLATFORMS INC$4.4M0.58%6,031CommonNONE
11135F101AVGOBROADCOM INC$4.4M0.58%13,289CommonNONE
02079K305GOOGLALPHABET INC$4.2M0.55%17,198CommonNONE
46090E103QQQINVESCO QQQ TR$4.0M0.53%6,688CommonNONE
080694102OZBELPOINTE PREP LLC$4.0M0.52%62,366CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.8M0.50%5,697CommonNONE
92204A702VGTVANGUARD WORLD FD$3.7M0.49%4,958CommonNONE
46432F842IEFAISHARES TR$3.4M0.45%38,889CommonNONE
78464A409SPYGSPDR SERIES TRUST$3.3M0.43%31,586CommonNONE
464287655IWMISHARES TR$3.1M0.41%12,951CommonNONE
78464A508SPYVSPDR SERIES TRUST$2.8M0.37%50,765CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.7M0.36%9,690CommonNONE
071734107BHCBAUSCH HEALTH COS INC$2.4M0.31%371,129CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.4M0.31%46,327CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.3M0.30%12,585CommonNONE
92204A405VFHVANGUARD WORLD FD$2.3M0.30%17,258CommonNONE
46438R105ETHAISHARES ETHEREUM TR$2.2M0.29%70,070CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.1M0.28%6,803CommonNONE
09260U109BCATBLACKROCK CAP ALLOCATION TER$2.1M0.28%142,143CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.1M0.27%2,196CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$2.0M0.26%30,616CommonNONE
02079K107GOOGALPHABET INC$1.9M0.25%7,880CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$1.8M0.24%43,786CommonNONE
92826C839VVISA INC$1.8M0.24%5,370CommonNONE
78463V107GLDSPDR GOLD TR$1.8M0.23%4,975CommonNONE
45166A102IDYAIDEAYA BIOSCIENCES INC$1.8M0.23%64,901CommonNONE
464287309IVWISHARES TR$1.7M0.22%14,008CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$1.7M0.22%35,290CommonNONE
92204A108VCRVANGUARD WORLD FD$1.7M0.22%4,174CommonNONE
922908769VTIVANGUARD INDEX FDS$1.4M0.19%4,338CommonNONE
92204A884VOXVANGUARD WORLD FD$1.4M0.18%7,416CommonNONE
92204A504VHTVANGUARD WORLD FD$1.3M0.17%5,023CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.3M0.17%14,439CommonNONE
79589L106IOTSAMSARA INC$1.3M0.17%34,570CommonNONE
N97284108NBISNEBIUS GROUP N.V.$1.2M0.16%10,813CommonNONE
464287721IYWISHARES TR$1.2M0.16%6,042CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.15%2,246CommonNONE
464287226AGGISHARES TR$1.1M0.15%11,110CommonNONE
68389X105ORCLORACLE CORP$1.1M0.15%3,957CommonNONE
46434G103IEMGISHARES INC$1.1M0.15%16,851CommonNONE
833445109SNOWSNOWFLAKE INC$1.1M0.15%4,918CommonNONE
464288802SUSAISHARES TR$1.1M0.15%8,161CommonNONE
92204A603VISVANGUARD WORLD FD$1.1M0.14%3,646CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.0M0.13%7,251CommonNONE
09249W101BLWBLACKROCK LTD DURATION INCOM$1.0M0.13%71,928CommonNONE
92204A207VDCVANGUARD WORLD FD$999,7710.13%4,678CommonNONE
30231G102XOMEXXON MOBIL CORP$982,7170.13%8,716CommonNONE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$949,7440.12%59,064CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$864,7880.11%3,096CommonNONE
742718109PGPROCTER AND GAMBLE CO$825,7720.11%5,374CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$804,5940.11%1,010CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$789,9820.10%13,835CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$771,6610.10%14,325CommonNONE
464287614IWFISHARES TR$761,7280.10%1,626CommonNONE
084423102WRBBERKLEY W R CORP$755,9600.10%9,866CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$738,8870.10%12,331CommonNONE
437076102HDHOME DEPOT INC$735,2910.10%1,815CommonNONE
26622P107DOCSDOXIMITY INC$734,9380.10%10,047CommonNONE
565394103CARTMAPLEBEAR INC$729,5390.10%19,846CommonNONE
478160104JNJJOHNSON & JOHNSON$711,0320.09%3,835CommonNONE
17275R102CSCOCISCO SYS INC$709,8750.09%10,375CommonNONE
060505104BACBANK AMERICA CORP$709,2440.09%13,748CommonNONE
00287Y109ABBVABBVIE INC$706,9820.09%3,053CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$697,2750.09%29,952CommonNONE
532457108LLYELI LILLY & CO$692,8030.09%908CommonNONE
79466L302CRMSALESFORCE INC$684,3450.09%2,888CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$675,1930.09%14,971CommonNONE
82509L107SHOPSHOPIFY INC$662,8010.09%4,460CommonNONE
64110L106NFLXNETFLIX INC$658,2070.09%549CommonNONE
74348A467NOBLPROSHARES TR$648,0320.09%6,287CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$645,6550.08%6,678CommonNONE
166764100CVXCHEVRON CORP NEW$632,6460.08%4,074CommonNONE
57636Q104MAMASTERCARD INCORPORATED$575,0370.08%1,011CommonNONE
48251W104KKRKKR & CO INC$571,8360.08%4,400CommonNONE
46429B663HDVISHARES TR$566,5140.07%4,626CommonNONE
67092P805NUDMNUSHARES ETF TR$565,1570.07%15,023CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$558,6900.07%1,980CommonNONE
025816109AXPAMERICAN EXPRESS CO$557,5690.07%1,679CommonNONE
464287754IYJISHARES TR$547,4260.07%3,753CommonNONE
717081103PFEPFIZER INC$537,0750.07%21,078CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$532,3070.07%3,777CommonNONE
46429B697USMVISHARES TR$530,4650.07%5,576CommonNONE
02156V109OKLOOKLO INC$526,3350.07%4,715CommonNONE
654106103NKENIKE INC$526,1560.07%7,546CommonNONE
37954Y236DTCRGLOBAL X FDS$525,9540.07%25,681CommonNONE
464288240ACWXISHARES TR$524,8350.07%8,073CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$524,7070.07%1,070CommonNONE
464287788IYFISHARES TR$522,1590.07%4,123CommonNONE
75513E101RTXRTX CORPORATION$506,5490.07%3,027CommonNONE
375558103GILDGILEAD SCIENCES INC$499,8900.07%4,504CommonNONE
69374H881COWZPACER FDS TR$498,2410.07%8,670CommonNONE
254687106DISDISNEY WALT CO$496,3620.07%4,335CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$494,6510.06%5,049CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$490,1640.06%1,096CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$488,2000.06%5,465CommonNONE
921937835BNDVANGUARD BD INDEX FDS$487,6660.06%6,557CommonNONE
548661107LOWLOWES COS INC$486,9030.06%1,937CommonNONE
707569109PENNPENN ENTERTAINMENT INC$481,5000.06%25,000CommonNONE
949746101WMT2WELLS FARGO CO NEW$463,3860.06%5,528CommonNONE
718172109PMPHILIP MORRIS INTL INC$450,7990.06%2,779CommonNONE
191216100KOCOCA COLA CO$445,7740.06%6,722CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$443,6300.06%17,017CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$442,2630.06%15,193CommonNONE
49456W105KLCKINDERCARE LEARNING COMPANIE$431,7660.06%65,025CommonNONE
464287507IJHISHARES TR$420,6650.06%6,446CommonNONE
91529Y106UNMUNUM GROUP$419,6500.06%5,395CommonNONE
464287598IWDISHARES TR$393,7510.05%1,934CommonNONE
464287713IYZISHARES TR$391,2110.05%12,127CommonNONE
33733E732WCMIFIRST TR EXCHANGE-TRADED FD$381,9060.05%22,638CommonNONE
958102105WDCWESTERN DIGITAL CORP$381,6200.05%3,179CommonNONE
27828H105XEVVXEATON VANCE LIMITED DURATION$381,2710.05%37,564CommonNONE
042068205ARMARM HOLDINGS PLC$373,5340.05%2,640CommonNONE
464287408IVEISHARES TR$365,8270.05%1,771CommonNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$356,0290.05%9,087CommonNONE
911363109URIUNITED RENTALS INC$351,2340.05%368CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$350,7450.05%16,798CommonNONE
00214Q104ARKKARK ETF TR$348,8220.05%4,042CommonNONE
00206R102TAT&T INC$343,7740.05%12,173CommonNONE
744320102PRUPRUDENTIAL FINL INC$342,2100.04%3,299CommonNONE
464288448IDVISHARES TR$341,2190.04%9,336CommonNONE
67092P201NULGNUSHARES ETF TR$338,8690.04%3,407CommonNONE
464287648IWOISHARES TR$338,3710.04%1,057CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$337,0930.04%62CommonNONE
46435U663ESMLISHARES TR$336,9020.04%7,473CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$335,7660.04%20,130CommonNONE
009066101ABNBAIRBNB INC$334,2690.04%2,753CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$332,8690.04%1,283CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$332,1230.04%359CommonNONE
09290D101BLKBLACKROCK INC$330,9320.04%284CommonNONE
26922A420QTUMETF SER SOLUTIONS$326,2290.04%3,110CommonNONE
46435U135IHAKISHARES TR$323,4880.04%6,182CommonNONE
92204A306VDEVANGUARD WORLD FD$320,8300.04%2,549CommonNONE
855244109SBUXSTARBUCKS CORP$312,2920.04%3,691CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$311,8300.04%11,422CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$307,1740.04%2,482CommonNONE
92204A876VPUVANGUARD WORLD FD$306,0010.04%1,616CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$303,7620.04%1,035CommonNONE
553368101MPMP MATERIALS CORP$300,0040.04%4,473CommonNONE
747525103QCOMQUALCOMM INC$299,9400.04%1,803CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$299,7950.04%911CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$299,4510.04%1,388CommonNONE
539830109LMTLOCKHEED MARTIN CORP$298,5060.04%598CommonNONE
369604301GEGE AEROSPACE$297,6710.04%990CommonNONE
56585A102MPCMARATHON PETE CORP$296,4920.04%1,538CommonNONE
697435105PANWPALO ALTO NETWORKS INC$293,4160.04%1,441CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$288,5590.04%1,204CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$287,5780.04%1,865CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$287,2560.04%3,779CommonNONE
67092P300NULVNUSHARES ETF TR$286,8730.04%6,546CommonNONE
00162Q452AMLPALPS ETF TR$286,4330.04%6,103CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$285,5010.04%1,022CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$280,5610.04%460CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$280,3840.04%11,347CommonNONE
33738D796FIIGFIRST TR EXCHANGE-TRADED FD$279,4710.04%13,164CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$273,4640.04%6,222CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$273,2270.04%3,133CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$267,5830.04%4,652CommonNONE
G29183103ETNEATON CORP PLC$264,9100.03%708CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$264,5400.03%15,653CommonNONE
92189F676SMHVANECK ETF TRUST$263,6870.03%808CommonNONE
071705107BLCOBAUSCH PLUS LOMB CORP$262,6550.03%17,429CommonNONE
931142103WMTWALMART INC$262,2160.03%2,544CommonNONE
464287465EFAISHARES TR$259,4940.03%2,779CommonNONE
20030N101CMCSACOMCAST CORP NEW$258,6830.03%8,233CommonNONE
33737J505FEUZFIRST TR EXCH TRD ALPHDX FD$258,2580.03%4,394CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$257,2460.03%1,590CommonNONE
922908553VNQVANGUARD INDEX FDS$257,0010.03%2,811CommonNONE
92204A801VAWVANGUARD WORLD FD$252,2310.03%1,231CommonNONE
595112103MUMICRON TECHNOLOGY INC$251,4170.03%1,503CommonNONE
02209S103MOALTRIA GROUP INC$245,5090.03%3,716CommonNONE
46435U549EAGGISHARES TR$244,9180.03%5,099CommonNONE
464287242LQDISHARES TR$243,9230.03%2,188CommonNONE
33739P871HDMVFIRST TR EXCH TRADED FD III$240,2800.03%6,929CommonNONE
98980G102ZSZSCALER INC$239,1290.03%798CommonNONE
194162103CLCOLGATE PALMOLIVE CO$238,8750.03%2,988CommonNONE
369550108GDGENERAL DYNAMICS CORP$238,7200.03%700CommonNONE
907818108UNPUNION PAC CORP$237,1680.03%1,003CommonNONE
58933Y105MRKMERCK & CO INC$236,9010.03%2,823CommonNONE
37960A727BITSGLOBAL X FDS$232,5300.03%2,398CommonNONE
464287580IYCISHARES TR$230,1400.03%2,196CommonNONE
78464A854SPYMSPDR SERIES TRUST$227,8220.03%2,908CommonNONE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$225,9230.03%13,759CommonNONE
97717X669DGRWWISDOMTREE TR$225,6640.03%2,537CommonNONE
808513105SCHWSCHWAB CHARLES CORP$222,1480.03%2,327CommonNONE
33734X770FDNIFIRST TR EXCHANGE TRADED FD$218,2400.03%5,632CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$216,2330.03%626CommonNONE
031162100AMGNAMGEN INC$208,4500.03%739CommonNONE
04010L103ARCCARES CAPITAL CORP$205,3300.03%10,060CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$204,6340.03%10,382CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$204,6160.03%1,698CommonNONE
63010H108NNENANO NUCLEAR ENERGY INC$201,7840.03%5,233CommonNONE
69331C108PCGPG&E CORP$181,2180.02%12,017CommonNONE
03945R102ACHRARCHER AVIATION INC$125,8140.02%13,133CommonNONE
09260Q108BTXBLACKROCK TECH AND PRIVATE E$113,8020.01%16,985CommonNONE
67066G104NVDANVIDIA CORPORATION$93,2900.01%500PUTNONE
08975B109BBAIBIGBEAR AI HLDGS INC$84,8190.01%13,009CommonNONE
56400P706MNKDMANNKIND CORP$53,7000.01%10,000CommonNONE

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.