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CIK: 0001843581
Total reported value
$134.5M
$134.5M
215 檔
19.1%
As reported in its official Q1 2026 Form 13F filing, Obsidian Cio, LLC's tracked investment portfolio stood at $134.5M with 215 total positions.
In Q1 2026, Obsidian Cio, LLC displayed an active expansion posture, initiating 58 new positions and adding to 117 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VV, AMGN) accounted for 19.1% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.05% | +2.67% | +270.81% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 4.92% | +0.03% | +28.19% | |
| 3 | AMGN | Amgen Inc | Stock-Healthcare | 3.86% | +1.07% | +5487.67% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.83% | -0.95% | -3.06% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.40% | -0.24% | +23.61% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.21% | -1.60% | +5.54% | |
| 7 | JIVE | JPM Interntl Value ETF | ETF-Other | 3.08% | -0.39% | +20.59% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.59% | +0.83% | +430.13% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.40% | +1.16% | +445.56% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.38% | +0.19% | -13.63% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.36% | -0.42% | +22.25% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.35% | -0.34% | +19.86% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.34% | +1.08% | +267.65% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.06% | -0.61% | +88.65% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | +1.32% | +46.26% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.90% | +0.71% | — | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.88% | -0.45% | -0.34% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.82% | -0.19% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | -0.69% | +6.80% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | +0.84% | +352.83% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.71% | -0.07% | +27.74% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.67% | -0.33% | +20.34% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.39% | +0.05% | +29977.78% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.34% | -0.35% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.16% | -0.13% | +31.82% | |
| 26 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.01% | +0.02% | — | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.99% | -0.72% | +19.32% | |
| 28 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.97% | -0.08% | +43.94% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.90% | -0.15% | +35.89% | |
| 30 | BMO | Bank Of Montreal | Stock-Financials | 0.87% | -0.19% | — | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | -0.13% | +58.39% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | +0.53% | +92.93% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | -0.47% | +50866.67% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.21% | +196.31% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.75% | -0.06% | -3.66% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | -0.17% | +12.28% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.67% | +0.01% | +291.15% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.63% | -0.05% | +96.94% | |
| 39 | FVD | First Trust Value Line Dvd | ETF-Other | 0.60% | -0.09% | -4.12% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.57% | -0.12% | — | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | +0.09% | +898.62% | |
| 42 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.52% | -0.42% | +36.22% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | -0.03% | +993.55% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | -0.01% | +14.26% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.50% | -0.50% | EXIT | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.06% | +30.60% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | -0.24% | +1.45% | |
| 48 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.47% | -0.47% | EXIT | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.20% | +9.67% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.16% | +68.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +3.8% | +5487.67% | Add |
| 2 | AAPL | Apple Inc | +3.7% | +270.81% | Add |
| 3 | AVGO | Broadcom Inc | +1.7% | +430.13% | Add |
| 4 | AMZN | Amazon.com Inc | +1.6% | +445.56% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +1.4% | +29977.78% | Add |
| 6 | NVDA | Nvidia CORP | +1.2% | +267.65% | Add |
| 7 | MSFT | Microsoft CORP | +0.9% | +352.83% | Add |
| 8 | RSP | Invesco S&p 500 Equal Weight | +0.8% | +50866.67% | Add |
| 9 | NFLX | Netflix Inc | +0.5% | +898.62% | Add |
| 10 | IBM | Intl Business Machines CORP | +0.4% | +993.55% | Add |
| 11 | RTX | Rtx CORP | +0.4% | +291.15% | Add |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +196.31% | Add |
| 13 | BAC | Bank Of America CORP | +0.3% | +674.71% | Add |
| 14 | PANW | Palo Alto Networks Inc | +0.3% | +13568.75% | Add |
| 15 | LLY | Eli Lilly & Co | +0.2% | +608.70% | Add |
| 16 | HDV | Ishares Core High Dividend E | +0.2% | +377.87% | Add |
| 17 | IWF | Ishares Russell 1000 Growth | +0.2% | +7100.00% | Add |
| 18 | WDC | Western Digital CORP | +0.2% | +2470.37% | Add |
| 19 | IEMG | Ishares Core Msci Emerging | +0.1% | +178.68% | Add |
| 20 | MRK | Merck & Co. Inc. | +0.1% | +2607.69% | Add |
| 21 | CVX | Chevron CORP | +0.1% | +68.81% | Add |
| 22 | IWD | Ishares Russell 1000 Value E | +0.1% | +96.94% | Add |
| 23 | V | Visa Inc-class A Shares | +0.1% | +298.95% | Add |
| 24 | WMT | Walmart Inc | +0.1% | +208.36% | Add |
| 25 | GEV | GE Vernova Inc | +0.1% | +93.26% | Add |
| 26 | PG | Procter & Gamble Co/the | +0.1% | +426.87% | Add |
| 27 | XLE | Ss Energy Select Sector | +0.1% | +289.38% | Add |
| 28 | MA | Mastercard Inc - A | +0.1% | +634.29% | Add |
| 29 | BLK | Blackrock Inc | +0.1% | +431.03% | Add |
| 30 | BIZD | Vaneck Bdc Income ETF | +0.1% | +173.96% | Add |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +175.36% | Add |
| 32 | CMCSA | Comcast Corp-class A | +0.1% | +547.59% | Add |
| 33 | UNP | Union Pacific CORP | +0.1% | +1057.58% | Add |
| 34 | COST | Costco Wholesale CORP | +0.1% | +325.00% | Add |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | +92.93% | Add |
| 36 | ORCL | Oracle CORP | +0.1% | +446.34% | Add |
| 37 | XOM | Exxon Mobil CORP | 0% | +35.81% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +336.11% | Add |
| 39 | VZ | Verizon Communications Inc | 0% | +93.07% | Add |
| 40 | MU | Micron Technology Inc | 0% | +141.24% | Add |
| 41 | UBER | Uber Technologies Inc | 0% | +412.18% | Add |
| 42 | CI | THE Cigna Group | 0% | +86.79% | Add |
| 43 | WFC | Wells Fargo & Co | 0% | +156.16% | Add |
| 44 | BABA | Alibaba Group Holding-sp Adr | 0% | +346.59% | Add |
| 45 | ETR | Entergy CORP | 0% | +556.76% | Add |
| 46 | HD | Home Depot Inc | 0% | +79.60% | Add |
| 47 | DIS | Walt Disney Co/the | 0% | +292.39% | Add |
| 48 | PFE | Pfizer Inc | 0% | +337.85% | Add |
| 49 | SMH | Vaneck Semiconductor ETF | 0% | +79.31% | Add |
| 50 | QCOM | Qualcomm Inc | 0% | +537.04% | Add |
According to official SEC Form 13F filings, Obsidian Cio, LLC reported a total U.S. public equity portfolio value of $134.5M across 215 disclosed positions in Q1 2026.
During Q1 2026, Obsidian Cio, LLC's top holdings by market value included AAPL (7.0%)、VV (4.9%)、AMGN (3.9%). The largest single position, AAPL, represented 7.0% of total portfolio value.
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.
Top New Position Initiated
NVO
市值: $2.1M
Top Position Liquidated / Trimmed
FLOT
前期市值: $1.6M
In Q1 2026, Obsidian Cio, LLC made 196 total portfolio adjustments, initiating 58 new buys, adding to 117 positions, trimming 11 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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