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CIK: 0001924152
Total reported value
$112.7M
$112.7M
94 檔
28.2%
At the close of Q1 2026, Objective Capital Management, LLC disclosed equity holdings valued at approximately $112.7M, spread across 94 reported holdings.
In Q1 2026, Objective Capital Management, LLC displayed an active expansion posture, initiating 15 new positions and adding to 45 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 | 13.31% | +0.42% | +0.73% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.78% | +0.48% | -1.05% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 5.00% | +0.02% | +0.01% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.58% | +0.06% | -5.13% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 3.36% | +0.01% | +0.02% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.22% | -0.10% | -2.54% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.05% | +0.21% | +7.23% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.37% | -0.07% | +0.51% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.19% | -0.01% | -1.68% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.17% | -0.05% | -9.35% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.91% | +0.60% | +0.60% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | -0.07% | +4.51% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.71% | -0.03% | — | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.66% | -0.17% | +11.28% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 1.63% | +0.18% | -3.99% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.44% | +0.06% | — | |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.40% | -0.34% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.03% | +0.38% | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.31% | -0.18% | +37.27% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.30% | -0.09% | +6.57% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.26% | -0.04% | -1.63% | |
| 22 | PFFD | Global X US Preferred ETF | ETF-Other | 1.25% | -0.01% | +40.56% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.19% | -0.08% | +0.06% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.13% | -0.22% | +4.89% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.11% | -0.12% | +0.04% | |
| 26 | EMLP | First Trust North American E | ETF-Other | 1.01% | -0.14% | +0.03% | |
| 27 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.98% | +0.16% | +27.45% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.16% | +30.73% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.96% | +0.10% | -4.78% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.95% | -0.13% | -11.01% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.94% | -0.20% | +0.17% | |
| 32 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.92% | -0.24% | +55.64% | |
| 33 | SHYM | Ishares Short Duration High | ETF-Other | 0.89% | -0.06% | +24.92% | |
| 34 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.88% | -0.01% | +9.60% | |
| 35 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.87% | -0.03% | -3.58% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.01% | +6.37% | |
| 37 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.85% | -0.10% | +17.77% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.82% | — | — | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.82% | -0.11% | -10.58% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.08% | -16.48% | |
| 41 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.79% | -0.03% | +7.98% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.75% | — | -0.98% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.72% | -0.06% | — | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.66% | -0.17% | +0.24% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.11% | +25.59% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.05% | +6.95% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.04% | +0.02% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.57% | EXIT | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.56% | -0.15% | +3.57% | |
| 50 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.53% | -0.02% | -15.91% |
According to official SEC Form 13F filings, Objective Capital Management, LLC reported a total U.S. public equity portfolio value of $112.7M across 94 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, VV) accounted for 28.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
OGE
市值: $499.7K
Top Position Liquidated / Trimmed
VGT
前期市值: $409.6K
During Q1 2026, Objective Capital Management, LLC's top holdings by market value included IVV (13.3%)、QQQ (5.8%)、VV (5.0%). The largest single position, IVV, represented 13.3% of total portfolio value.
In Q1 2026, Objective Capital Management, LLC made 87 total portfolio adjustments, initiating 15 new buys, adding to 45 positions, trimming 21 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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