MondegarAI
OBSIDIAN CIO, LLC

Q1 2026 · 13F-HR

OBSIDIAN CIO, LLCholdings as filed

Filed 2026-05-11 · accession 0001843581-26-000004

$111.4M
Reported value
215
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · OBSIDIAN CIO, LLC · Q1 2026

AI · grounded in 13F

OBSIDIAN CIO, LLC closed its position in FLOT for a reduction of $1.57M. The fund established new positions in NVO and EFG, valued at $2.12M and $2.02M respectively. Additionally, the fund accumulated shares in AMGN, AMZN, and AVGO.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$7.9M7.05%30,955CommonNONE
922908637VVVANGUARD INDEX FDS$5.5M4.92%18,352CommonNONE
031162100AMGNAMGEN INC$4.3M3.86%12,237CommonNONE
464287622IWBISHARES TR$4.3M3.83%11,957CommonNONE
464287804IJRISHARES TR$3.8M3.40%30,469CommonNONE
464287200IVVISHARES TR$3.6M3.21%5,483CommonNONE
46654Q757JIVEJ P MORGAN EXCHANGE TRADED F$3.4M3.08%40,083CommonNONE
11135F101AVGOBROADCOM INC$2.9M2.59%9,325CommonNONE
023135106AMZNAMAZON COM INC$2.7M2.40%12,837CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.7M2.38%52,451CommonNONE
464288877EFVISHARES TR$2.6M2.36%35,439CommonNONE
922908744VTVVANGUARD INDEX FDS$2.6M2.35%13,356CommonNONE
67066G104NVDANVIDIA CORPORATION$2.6M2.34%14,967CommonNONE
30303M102METAMETA PLATFORMS INC$2.3M2.06%4,007CommonNONE
02079K305GOOGLALPHABET INC$2.3M2.04%7,901CommonNONE
670100205NVONOVO-NORDISK A S$2.1M1.90%57,768CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.1M1.88%71,813CommonNONE
464288885EFGISHARES TR$2.0M1.82%18,170CommonNONE
922908363VOOVANGUARD INDEX FDS$2.0M1.75%3,267CommonNONE
594918104MSFTMICROSOFT CORP$1.9M1.73%5,203CommonNONE
922908736VUGVANGUARD INDEX FDS$1.9M1.71%4,361CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.9M1.67%39,633CommonNONE
02079K107GOOGALPHABET INC$1.6M1.39%5,414CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.5M1.34%25,432CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.3M1.16%24,001CommonNONE
37954Y632AIQGLOBAL X FDS$1.1M1.01%24,160CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.99%7,564CommonNONE
37954Y715BOTZGLOBAL X FDS$1.1M0.97%32,630CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$1.0M0.90%6,864CommonNONE
063671101BMOBANK MONTREAL MEDIUM$966,5980.87%7,142CommonNONE
88160R101TSLATESLA INC$940,8990.84%2,531CommonNONE
46625H100JPMJPMORGAN CHASE & CO$890,3860.80%3,027CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$880,3220.79%4,587CommonNONE
78464A854SPYMSPDR SERIES TRUST$847,3210.76%11,070CommonNONE
921937835BNDVANGUARD BD INDEX FDS$830,5740.75%11,279CommonNONE
464287226AGGISHARES TR$763,1420.68%7,688CommonNONE
75513E101RTXRTX CORPORATION$741,7730.67%3,845CommonNONE
464287598IWDISHARES TR$701,0920.63%3,281CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$663,9960.60%14,119CommonNONE
46429B267GOVTISHARES TR$636,1490.57%27,767CommonNONE
64110L106NFLXNETFLIX INC.$624,1100.56%6,491CommonNONE
302635206FSKFS KKR CAP CORP$575,8080.52%56,563CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$575,1700.52%2,373CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$569,1790.51%673CommonNONE
464287150ITOTISHARES TR$552,3940.50%3,878CommonNONE
478160104JNJJOHNSON & JOHNSON$537,2210.48%2,198CommonNONE
46090E103QQQINVESCO QQQ TR$526,2900.47%912CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$525,8400.47%10,747CommonNONE
464287507IJHISHARES TR$516,2450.46%7,645CommonNONE
166764100CVXCHEVRON CORPORATION$500,4070.45%2,419CommonNONE
060505104BACBANK AMERICA CORP$458,5020.41%9,405CommonNONE
00287Y109ABBVABBVIE INC$433,2420.39%1,992CommonNONE
91913Y100VLOVALERO ENERGY CORP$411,6980.37%1,666CommonNONE
09260D107BXBLACKSTONE INC$399,3070.36%3,473CommonNONE
191216100KOCOCA COLA CO$382,7310.34%5,033CommonNONE
464288679SHVISHARES TR$365,6170.33%3,312CommonNONE
46434G103IEMGISHARES INC$362,8870.33%5,203CommonNONE
30231G102XOMEXXON MOBIL CORP$362,1910.33%2,135CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$358,8660.32%3,201CommonNONE
697435105PANWPALO ALTO NETWORKS INC$350,6200.31%2,187CommonNONE
464288448IDVISHARES TR$346,0140.31%8,130CommonNONE
437076102HDHOME DEPOT INC$324,1430.29%986CommonNONE
464288513HYGISHARES TR$323,8870.29%4,071CommonNONE
769397100RVSBRIVERVIEW BANCORP INC$317,7280.29%4,643CommonNONE
46429B663HDVISHARES TR$304,8540.27%2,246CommonNONE
532457108LLYELI LILLY & CO$299,9900.27%326CommonNONE
36828A101GEVGE VERNOVA INC$299,9140.27%344CommonNONE
922908769VTIVANGUARD INDEX FDS$297,4750.27%927CommonNONE
369604301GEGE AEROSPACE$290,0210.26%1,022CommonNONE
46435G326IDEVISHARES TR$279,8940.25%3,349CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$265,2220.24%677CommonNONE
464287655IWMISHARES TR$264,3340.24%4,039CommonNONE
464289438IWYISHARES TR$263,7780.24%1,060CommonNONE
464287465EFAISHARES TR$252,9270.23%2,604CommonNONE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$247,6770.22%17,742CommonNONE
744320102PRUPRUDENTIAL FINL INC$247,3730.22%2,532CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$246,9530.22%4,448CommonNONE
92189F411BIZDVANECK ETF TRUST$244,3780.22%19,092CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$234,5470.21%987CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$230,6440.21%4,175CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$230,4910.21%7,513CommonNONE
69344A107PULSPGIM ETF TR$230,3650.21%4,654CommonNONE
46432F842IEFAISHARES TR$229,2520.21%2,532CommonNONE
92826C839VVISA INC$229,1480.21%758CommonNONE
78468R622JNKSPDR SERIES TRUST$228,7090.21%2,389CommonNONE
97717W851DXJWISDOMTREE TR$225,9350.20%1,425CommonNONE
46432F834IXUSISHARES TR$220,0660.20%2,540CommonNONE
931142103WMTWALMART INC$220,0210.20%1,770CommonNONE
78468R663BILSPDR SERIES TRUST$218,1180.20%2,380CommonNONE
464287614IWFISHARES TR$214,9220.19%504CommonNONE
617446448MSMORGAN STANLEY$213,4550.19%1,297CommonNONE
464288620USIGISHARES TR$211,0110.19%4,119CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$209,0390.19%3,688CommonNONE
91529Y106UNMUNUM GROUP$206,8560.19%2,832CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$198,4010.18%9,715CommonNONE
922908553VNQVANGUARD INDEX FDS$197,6760.18%2,229CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$193,4060.17%5,034CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$192,6120.17%896CommonNONE
78464A409SPYGSPDR SERIES TRUST$192,0790.17%1,962CommonNONE
17275R102CSCOCISCO SYS INC$191,6830.17%2,470CommonNONE
958102105WDCWESTERN DIGITAL CORP$187,7200.17%694CommonNONE
47103U845JAAAJANUS DETROIT STR TR$187,5080.17%3,723CommonNONE
742718109PGPROCTER & GAMBLE CO$172,6800.15%1,196CommonNONE
438516106HONHONEYWELL INTL INC$171,3510.15%758CommonNONE
58933Y105MRKMERCK & CO INC$169,3640.15%1,408CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$168,8200.15%8,602CommonNONE
46434V621DGROISHARES TR$166,6850.15%2,375CommonNONE
02156V109OKLOOKLO INC$166,2750.15%3,353CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$166,2700.15%2,714CommonNONE
922908751VBVANGUARD INDEX FDS$165,2230.15%631CommonNONE
743315103PGRPROGRESSIVE CORP$159,8180.14%806CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$159,3830.14%784CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$157,4290.14%582CommonNONE
03073E105CORCENCORA INC$156,1350.14%497CommonNONE
92204A702VGTVANGUARD WORLD FD$152,3660.14%218CommonNONE
09255E102MYNBLACKROCK MUNIYIELD N Y QUAL$150,3840.13%15,665CommonNONE
09290D101BLKBLACKROCK INC$148,4440.13%154CommonNONE
713448108PEPPEPSICO INC$145,6690.13%938CommonNONE
78463V107GLDSPDR GOLD TR$145,0080.13%337CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$143,6710.13%368CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$143,0520.13%220CommonNONE
125523100CITHE CIGNA GROUP$139,4440.13%523CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$133,1520.12%394CommonNONE
701094104PHPARKER-HANNIFIN CORP$132,8610.12%148CommonNONE
57636Q104MAMASTERCARD INCORPORATED$128,4130.12%257CommonNONE
580135101MCDMCDONALDS CORP$126,8470.11%408CommonNONE
921909768VXUSVANGUARD STAR FDS$125,8090.11%1,632CommonNONE
00162Q452AMLPALPS ETF TR$116,9660.10%2,222CommonNONE
539830109LMTLOCKHEED MARTIN CORP$116,6470.10%193CommonNONE
949746101WMT2WELLS FARGO & CO$112,5840.10%1,414CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$110,5000.10%2,347CommonNONE
80004C200SNDKSANDISK CORP$108,6430.10%171CommonNONE
20030N101CMCSACOMCAST CORP NEW$107,8350.10%3,756CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$106,5150.10%1,299CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$101,6360.09%102CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$99,2560.09%1,977CommonNONE
68389X105ORCLORACLE CORP$98,7980.09%672CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$98,7130.09%286CommonNONE
78464A706DGTSPDR SERIES TRUST$97,9100.09%1,730CommonNONE
907818108UNPUNION PAC CORP$92,6810.08%382CommonNONE
464287242LQDISHARES TR$85,0950.08%781CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$81,0420.07%1,265CommonNONE
595112103MUMICRON TECHNOLOGY INC$79,1710.07%234CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$75,2340.07%157CommonNONE
025816109AXPAMERICAN EXPRESS CO$72,5220.07%240CommonNONE
512807306LRCXLAM RESEARCH CORP$67,3030.06%315CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$66,7240.06%455CommonNONE
00206R102TAT&T INC$64,2530.06%2,216CommonNONE
038222105AMATAPPLIED MATLS INC$61,5020.06%180CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$57,4720.05%799CommonNONE
718172109PMPHILIP MORRIS INTL INC$55,2080.05%334CommonNONE
92204A306VDEVANGUARD WORLD FD$55,1370.05%319CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$51,2500.05%346CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$49,8610.04%381CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$49,3060.04%393CommonNONE
74348A467NOBLPROSHARES TR$47,8110.04%451CommonNONE
29364G103ETRENTERGY CORP NEW$46,4370.04%243CommonNONE
82509L107SHOPSHOPIFY INC$46,3800.04%391CommonNONE
842587107SOSOUTHERN CO$45,3970.04%470CommonNONE
194162103CLCOLGATE PALMOLIVE CO$40,9960.04%481CommonNONE
032654105ADIANALOG DEVICES INC$40,0860.04%126CommonNONE
92189F676SMHVANECK ETF TRUST$39,8740.04%104CommonNONE
254687106DISDISNEY WALT CO$34,8110.03%361CommonNONE
636180101NFGNATIONAL FUEL GAS CO$32,0470.03%341CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$29,4960.03%97CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$29,4720.03%7CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$28,7890.03%103CommonNONE
369550108GDGENERAL DYNAMICS CORP$27,8360.02%81CommonNONE
03945R102ACHRARCHER AVIATION INC$27,6600.02%5,350CommonNONE
717081103PFEPFIZER INC$26,3000.02%937CommonNONE
009066101ABNBAIRBNB INC$25,6350.02%203CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$24,8180.02%122CommonNONE
60770K107MRNAMODERNA INC$24,4860.02%482CommonNONE
747525103QCOMQUALCOMM INC$22,1740.02%172CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$22,0310.02%446CommonNONE
080694102OZBELPOINTE PREP LLC$19,8440.02%373CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$18,8950.02%142CommonNONE
97717X669DGRWWISDOMTREE TR$17,5790.02%200CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$15,5380.01%628CommonNONE
855244109SBUXSTARBUCKS CORP$15,0870.01%168CommonNONE
46429B697USMVISHARES TR$15,0100.01%162CommonNONE
833445109SNOWSNOWFLAKE INC$13,7250.01%91CommonNONE
02209S103MOALTRIA GROUP INC$13,5940.01%206CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$13,3690.01%29CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$12,9630.01%19CommonNONE
464287457SHYISHARES TR$11,9980.01%91CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$11,8870.01%196CommonNONE
464287309IVWISHARES TR$9,9060.01%88CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$9,2330.01%175CommonNONE
375558103GILDGILEAD SCIENCES INC$8,9200.01%64CommonNONE
79466L302CRMSALESFORCE INC$7,6530.01%41CommonNONE
67092P102NUAGNUSHARES ETF TR$7,4660.01%207CommonNONE
56585A102MPCMARATHON PETE CORP$6,1050.01%25CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$5,8960.01%54CommonNONE
33733E732WCMIFIRST TR EXCHANGE-TRADED FD$5,5100.00%329CommonNONE
911363109URIUNITED RENTALS INC$5,1000.00%7CommonNONE
48251W104KKRKKR & CO INC$4,5330.00%49CommonNONE
67092P201NULGNUSHARES ETF TR$4,2740.00%47CommonNONE
92204A207VDCVANGUARD WORLD FD$3,9230.00%17CommonNONE
46435U663ESMLISHARES TR$3,8250.00%81CommonNONE
67092P300NULVNUSHARES ETF TR$3,2340.00%71CommonNONE
04010L103ARCCARES CAPITAL CORP$3,1070.00%172CommonNONE
46438R105ETHAISHARES ETHEREUM TR$3,0550.00%193CommonNONE
46432F339QUALISHARES TR$2,3070.00%12CommonNONE
707569109PENNPENN ENTERTAINMENT INC$2,2550.00%150CommonNONE
084423102WRBBERKLEY W R CORP$2,2540.00%34CommonNONE
00214Q104ARKKARK ETF TR$2,0950.00%31CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2,0420.00%7CommonNONE
26922A420QTUMETF SER SOLUTIONS$1,3980.00%13CommonNONE
464287572IOOISHARES TR$1,2700.00%7CommonNONE
46429B689EFAVISHARES TR$1,2360.00%33CommonNONE
69331C108PCGPG&E CORP$1,0540.00%60CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$9490.00%2CommonNONE
46435U549EAGGISHARES TR$8580.00%18CommonNONE
548661107LOWLOWES COS INC$7090.00%3CommonNONE

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.