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CIK: 0001924152
Total reported value
$112.7M
$112.7M
88 檔
28.8%
According to the latest 13F quarterly dataset, Objective Capital Management, LLC managed an equity portfolio of $112.7M at the end of Q3 2025, spanning 88 distinct U.S. exchange-listed positions.
In Q3 2025, Objective Capital Management, LLC displayed an active expansion posture, initiating 15 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.58% | +0.42% | +7.02% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.04% | +0.48% | -3.32% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 5.28% | +0.02% | +0.32% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.17% | +0.06% | -2.38% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.46% | -0.10% | +0.37% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 3.30% | +0.01% | +0.17% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.96% | +0.21% | +0.21% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.52% | -0.07% | -0.20% | |
| 9 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 2.42% | -0.34% | — | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.37% | -0.05% | +0.57% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.32% | -0.01% | +0.16% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.18% | -0.18% | +0.92% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 2.06% | +0.60% | -1.68% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.94% | +0.03% | +0.02% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.79% | -0.03% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.07% | -1.25% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-Other | 1.62% | +0.18% | -0.88% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.48% | -0.17% | +1.65% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.44% | +0.06% | -0.55% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.31% | -0.04% | -0.41% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.30% | -0.09% | -6.88% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.20% | -0.13% | -3.16% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.16% | -0.08% | +0.09% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.08% | -4.51% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.09% | -0.12% | +0.14% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.97% | +0.10% | -2.61% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | -0.01% | -0.88% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.91% | -0.20% | +2.31% | |
| 29 | EMLP | First Trust North American E | ETF-Other | 0.91% | -0.14% | -1.18% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.89% | -0.11% | +0.29% | |
| 31 | PFFD | Global X US Preferred ETF | ETF-Other | 0.87% | -0.01% | +32.12% | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.82% | -0.01% | +26.84% | |
| 33 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.79% | -0.03% | -2.00% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.78% | — | +0.20% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.78% | -0.06% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.16% | -2.13% | |
| 37 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.74% | -0.03% | +8.39% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | — | +0.18% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.11% | -0.46% | |
| 40 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.67% | -0.17% | +0.40% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.62% | -0.14% | +10.76% | |
| 42 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.60% | -0.02% | -0.12% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | +0.04% | — | |
| 44 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.54% | -0.02% | +0.03% | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.54% | -0.15% | +0.28% | |
| 46 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.53% | -0.21% | EXIT | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | +0.27% | NEW | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.05% | +0.05% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.46% | +0.02% | -0.68% | |
| 50 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.45% | -0.01% | — |
According to official SEC Form 13F filings, Objective Capital Management, LLC reported a total U.S. public equity portfolio value of $112.7M across 88 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, VV) accounted for 28.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
FBTC
市值: $2.3M
Top Position Liquidated / Trimmed
IUSB
前期市值: $469.5K
During Q3 2025, Objective Capital Management, LLC's top holdings by market value included IVV (13.6%)、QQQ (6.0%)、VV (5.3%). The largest single position, IVV, represented 13.6% of total portfolio value.
In Q3 2025, Objective Capital Management, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 18 positions, trimming 11 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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