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CIK: 0001924152
Total reported value
$111.6M
$111.6M
85 檔
30.0%
During the Q4 2025 filing period, Objective Capital Management, LLC (CIK: 0001924152) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $111.6M across 85 reported positions.
In Q4 2025, Objective Capital Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 41 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 | 13.98% | +0.69% | +2.26% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.27% | +0.18% | +3.12% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 5.31% | +0.04% | +0.02% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.10% | +0.22% | -2.05% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.37% | -0.10% | +0.10% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 3.34% | -0.22% | +1.62% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.98% | — | -1.30% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.55% | +0.28% | -3.38% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.38% | +0.01% | +0.50% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.34% | -0.03% | +0.54% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.07% | +0.04% | +100.04% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | +0.05% | +6.27% | |
| 13 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.82% | +0.47% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.80% | +0.04% | +0.02% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 1.64% | -0.16% | +2.06% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.52% | -0.44% | +4.53% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | +0.21% | -21.75% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.44% | -0.27% | — | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.32% | +0.01% | +0.15% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.27% | +0.08% | +0.06% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.24% | +0.32% | -24.27% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.23% | +0.21% | -3.56% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.09% | -0.16% | -6.39% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.09% | +0.11% | +238.95% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.06% | — | +0.06% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | — | -6.81% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.99% | -0.09% | +2.59% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.95% | -0.07% | +6.12% | |
| 29 | PFFD | Global X US Preferred ETF | ETF-Other | 0.92% | -0.71% | +10.79% | |
| 30 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.91% | -0.27% | +25.55% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | — | -4.22% | |
| 32 | EMLP | First Trust North American E | ETF-Other | 0.88% | -0.04% | -0.50% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.86% | -0.09% | +100.37% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | -0.07% | -14.82% | |
| 35 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.81% | -0.35% | +0.61% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | -0.02% | — | |
| 37 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.79% | -0.03% | -7.64% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.78% | -1.14% | EXIT | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.77% | +0.01% | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.75% | -0.04% | +2.03% | |
| 41 | SHYM | Ishares Short Duration High | ETF-Other | 0.73% | -0.41% | +94.97% | |
| 42 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.73% | +0.01% | — | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | +0.25% | +7.75% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.66% | — | +0.50% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | -0.01% | — | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.02% | +7.12% | |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.63% | — | +22.08% | |
| 48 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.61% | -0.03% | +3.90% | |
| 49 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.61% | -0.68% | EXIT | |
| 50 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.55% | — | +0.03% |
According to official SEC Form 13F filings, Objective Capital Management, LLC reported a total U.S. public equity portfolio value of $111.6M across 85 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, VV) accounted for 30.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
GBIL
市值: $714.4K
Top Position Liquidated / Trimmed
PTY
前期市值: $433.9K
During Q4 2025, Objective Capital Management, LLC's top holdings by market value included IVV (14.0%)、QQQ (6.3%)、VV (5.3%). The largest single position, IVV, represented 14.0% of total portfolio value.
In Q4 2025, Objective Capital Management, LLC made 80 total portfolio adjustments, initiating 7 new buys, adding to 41 positions, trimming 22 holdings, and fully liquidating 10 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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