MondegarAI
OBSIDIAN CIO, LLC

Q1 2025 · 13F-HR

OBSIDIAN CIO, LLCholdings as filed

Filed 2025-05-05 · accession 0001843581-25-000004

$615.5M
Reported value
189
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$91.1M14.8%1,799,998CommonNONE
464287622IWBISHARES TR$55.3M8.98%180,221CommonNONE
922908637VVVANGUARD INDEX FDS$38.2M6.21%148,811CommonNONE
464287804IJRISHARES TR$31.3M5.08%299,044CommonNONE
922908744VTVVANGUARD INDEX FDS$29.5M4.80%170,948CommonNONE
46654Q757JIVEJ P MORGAN EXCHANGE TRADED F$28.2M4.58%455,441CommonNONE
464287200IVVISHARES TR$23.0M3.74%41,021CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$19.8M3.21%790,040CommonNONE
464288877EFVISHARES TR$19.4M3.16%329,671CommonNONE
302635206FSKFS KKR CAP CORP$18.8M3.06%898,059CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$18.2M2.95%309,438CommonNONE
464288885EFGISHARES TR$17.9M2.91%179,006CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$16.7M2.72%325,139CommonNONE
922908736VUGVANGUARD INDEX FDS$14.8M2.41%39,939CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$14.0M2.28%302,864CommonNONE
037833100AAPLAPPLE INC$14.0M2.27%62,816CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$11.4M1.85%250,953CommonNONE
67066G104NVDANVIDIA CORPORATION$9.1M1.48%84,055CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$8.2M1.33%70,756CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$5.1M0.83%114,513CommonNONE
023135106AMZNAMAZON COM INC$4.9M0.79%25,571CommonNONE
922908363VOOVANGUARD INDEX FDS$4.4M0.71%8,468CommonNONE
594918104MSFTMICROSOFT CORP$4.1M0.66%10,831CommonNONE
88160R101TSLATESLA INC$4.0M0.65%15,320CommonNONE
69344A107PULSPGIM ETF TR$3.9M0.64%79,271CommonNONE
464288679SHVISHARES TR$3.9M0.63%35,327CommonNONE
080694102OZBELPOINTE PREP LLC$3.8M0.62%59,601CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$3.6M0.58%76,627CommonNONE
46432F842IEFAISHARES TR$3.1M0.50%40,606CommonNONE
30303M102METAMETA PLATFORMS INC$3.1M0.50%5,324CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.0M0.48%5,287CommonNONE
46090E103QQQINVESCO QQQ TR$3.0M0.48%6,293CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.5M0.41%1,913CommonNONE
071734107BHCBAUSCH HEALTH COS INC$2.4M0.39%371,129CommonNONE
11135F101AVGOBROADCOM INC$2.2M0.36%13,270CommonNONE
02079K305GOOGLALPHABET INC$2.2M0.35%14,066CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M0.34%3,906CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.0M0.32%39,418CommonNONE
92826C839VVISA INC$1.9M0.31%5,372CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.8M0.29%10,322CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$1.7M0.27%35,531CommonNONE
92204A702VGTVANGUARD WORLD FD$1.6M0.27%3,011CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.25%6,218CommonNONE
79589L106IOTSAMSARA INC$1.3M0.20%32,861CommonNONE
464287309IVWISHARES TR$1.2M0.19%12,843CommonNONE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$1.2M0.19%59,025CommonNONE
02079K107GOOGALPHABET INC$1.2M0.19%7,439CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.19%22,930CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.1M0.19%19,979CommonNONE
45166A102IDYAIDEAYA BIOSCIENCES INC$1.1M0.17%64,901CommonNONE
464288802SUSAISHARES TR$1.0M0.17%8,992CommonNONE
78463V107GLDSPDR GOLD TR$987,1680.16%3,426CommonNONE
09249W101BLWBLACKROCK LTD DURATION INCOM$971,8000.16%68,727CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$955,5880.16%14,663CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$952,4840.15%15,617CommonNONE
30231G102XOMEXXON MOBIL CORP$861,7980.14%7,246CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$850,9330.14%4,121CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$834,9750.14%5,719CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$815,4730.13%9,662CommonNONE
09260U109BCATBLACKROCK CAP ALLOCATION TER$814,0750.13%56,533CommonNONE
46438R105ETHAISHARES ETHEREUM TR$791,5130.13%57,273CommonNONE
437076102HDHOME DEPOT INC$784,6270.13%2,141CommonNONE
79466L302CRMSALESFORCE INC$783,5340.13%2,920CommonNONE
833445109SNOWSNOWFLAKE INC$734,4540.12%5,025CommonNONE
464287226AGGISHARES TR$725,8560.12%7,338CommonNONE
464287721IYWISHARES TR$710,8530.12%5,062CommonNONE
532457108LLYELI LILLY & CO$696,3790.11%843CommonNONE
166764100CVXCHEVRON CORP NEW$682,7640.11%4,081CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$658,9650.11%16,057CommonNONE
478160104JNJJOHNSON & JOHNSON$657,0400.11%3,962CommonNONE
74348A467NOBLPROSHARES TR$620,1300.10%6,069CommonNONE
26622P107DOCSDOXIMITY INC$593,9370.10%10,235CommonNONE
060505104BACBANK AMERICA CORP$589,4700.10%14,126CommonNONE
69374H881COWZPACER FDS TR$577,6960.09%10,550CommonNONE
46429B663HDVISHARES TR$571,7270.09%4,720CommonNONE
464287614IWFISHARES TR$571,3290.09%1,582CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$547,4950.09%4,177CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$546,8630.09%1,001CommonNONE
464288448IDVISHARES TR$545,9950.09%17,601CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$536,8730.09%1,084CommonNONE
57636Q104MAMASTERCARD INCORPORATED$529,0680.09%965CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$526,2520.09%16,262CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$523,6970.09%5,604CommonNONE
67092P805NUDMNUSHARES ETF TR$521,9950.08%16,389CommonNONE
48251W104KKRKKR & CO INC$521,7810.08%4,513CommonNONE
464287580IYCISHARES TR$520,5000.08%5,893CommonNONE
46429B697USMVISHARES TR$518,9410.08%5,541CommonNONE
717081103PFEPFIZER INC$518,1600.08%20,448CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$510,9550.08%25,832CommonNONE
92204A504VHTVANGUARD WORLD FD$506,5180.08%1,913CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$506,4420.08%5,251CommonNONE
375558103GILDGILEAD SCIENCES INC$493,1390.08%4,401CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$490,1600.08%3,801CommonNONE
565394103CARTMAPLEBEAR INC$488,4530.08%12,245CommonNONE
654106103NKENIKE INC$479,0820.08%7,547CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$472,1670.08%2,844CommonNONE
037833100AAPLAPPLE INC$466,4730.08%2,100PUTNONE
64110L106NFLXNETFLIX INC$462,5350.08%496CommonNONE
025816109AXPAMERICAN EXPRESS CO$461,4090.07%1,715CommonNONE
92204A405VFHVANGUARD WORLD FD$460,4650.07%3,854CommonNONE
548661107LOWLOWES COS INC$456,5200.07%1,957CommonNONE
00287Y109ABBVABBVIE INC$448,6610.07%2,141CommonNONE
82509L107SHOPSHOPIFY INC$442,9320.07%4,639CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$438,5410.07%6,429CommonNONE
191216100KOCOCA COLA CO$433,3160.07%6,050CommonNONE
922908751VBVANGUARD INDEX FDS$421,9570.07%1,903CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$421,5850.07%1,695CommonNONE
09260Q108BTXBLACKROCK TECH AND PRIVATE E$420,8910.07%67,235CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$418,0600.07%14,952CommonNONE
707569109PENNPENN ENTERTAINMENT INC$407,7500.07%25,000CommonNONE
91529Y106UNMUNUM GROUP$405,8370.07%4,982CommonNONE
922908769VTIVANGUARD INDEX FDS$401,7980.07%1,462CommonNONE
254687106DISDISNEY WALT CO$401,5790.07%4,069CommonNONE
464287598IWDISHARES TR$379,5130.06%2,017CommonNONE
92204A207VDCVANGUARD WORLD FD$372,4960.06%1,702CommonNONE
855244109SBUXSTARBUCKS CORP$371,9390.06%3,792CommonNONE
744320102PRUPRUDENTIAL FINL INC$366,6610.06%3,283CommonNONE
46435U135IHAKISHARES TR$366,5200.06%7,802CommonNONE
27828H105XEVVXEATON VANCE LIMITED DURATION$365,9870.06%36,672CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$362,0310.06%691CommonNONE
464287507IJHISHARES TR$360,1710.06%6,173CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$353,7350.06%4,855CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$350,5920.06%1,147CommonNONE
33733E732WCMIFIRST TR EXCHANGE-TRADED FD$350,3020.06%24,774CommonNONE
92204A603VISVANGUARD WORLD FD$346,9920.06%1,402CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$342,1780.06%16,798CommonNONE
464288240ACWXISHARES TR$333,3390.05%6,012CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$328,3180.05%20,130CommonNONE
009066101ABNBAIRBNB INC$328,2760.05%2,748CommonNONE
92204A884VOXVANGUARD WORLD FD$321,5190.05%2,167CommonNONE
042068205ARMARM HOLDINGS PLC$314,9240.05%2,949CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$308,1550.05%874CommonNONE
67092P201NULGNUSHARES ETF TR$306,7930.05%3,919CommonNONE
00162Q452AMLPALPS ETF TR$301,1450.05%5,798CommonNONE
949746101WMT2WELLS FARGO CO NEW$298,5500.05%4,159CommonNONE
67092P300NULVNUSHARES ETF TR$291,1120.05%7,190CommonNONE
194162103CLCOLGATE PALMOLIVE CO$289,3110.05%3,088CommonNONE
464287408IVEISHARES TR$289,0780.05%1,517CommonNONE
75513E101RTXRTX CORPORATION$288,9010.05%2,181CommonNONE
46435U663ESMLISHARES TR$288,7930.05%7,519CommonNONE
68389X105ORCLORACLE CORP$281,4990.05%2,013CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$280,3520.05%5,515CommonNONE
17275R102CSCOCISCO SYS INC$280,0250.05%4,538CommonNONE
58933Y105MRKMERCK & CO INC$275,7850.04%3,072CommonNONE
539830109LMTLOCKHEED MARTIN CORP$272,8220.04%611CommonNONE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$268,8510.04%13,759CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$268,0580.04%1,358CommonNONE
464287648IWOISHARES TR$267,5070.04%1,047CommonNONE
33738D796FIIGFIRST TR EXCHANGE-TRADED FD$267,0020.04%12,868CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$259,6880.04%15,653CommonNONE
907818108UNPUNION PAC CORP$254,9020.04%1,079CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$253,7990.04%496CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$252,1950.04%2,068CommonNONE
46435U549EAGGISHARES TR$249,7890.04%5,261CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$248,8290.04%3,156CommonNONE
20030N101CMCSACOMCAST CORP NEW$247,0420.04%6,695CommonNONE
09290D101BLKBLACKROCK INC$245,8040.04%260CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$240,8810.04%4,652CommonNONE
00206R102TAT&T INC$240,0430.04%8,488CommonNONE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$238,1270.04%15,100CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$233,8010.04%5,154CommonNONE
718172109PMPHILIP MORRIS INTL INC$232,9400.04%1,468CommonNONE
464287242LQDISHARES TR$232,5730.04%2,140CommonNONE
911363109URIUNITED RENTALS INC$226,4440.04%361CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$223,8480.04%3,553CommonNONE
697435105PANWPALO ALTO NETWORKS INC$222,0030.04%1,301CommonNONE
580135101MCDMCDONALDS CORP$221,2230.04%708CommonNONE
56585A102MPCMARATHON PETE CORP$221,0880.04%1,518CommonNONE
26922A420QTUMETF SER SOLUTIONS$219,6700.04%2,947CommonNONE
N97284108NBISNEBIUS GROUP N.V.$215,8290.04%10,224CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$215,3490.03%814CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$211,0450.03%1,088CommonNONE
369604301GEGE AEROSPACE$210,0790.03%1,050CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$208,6800.03%45CommonNONE
031162100AMGNAMGEN INC$206,6470.03%663CommonNONE
04010L103ARCCARES CAPITAL CORP$204,2430.03%9,217CommonNONE
00214Q104ARKKARK ETF TR$204,2180.03%4,292CommonNONE
09250W107XBMEXBLACKROCK HEALTH SCIENCES TR$204,1940.03%5,285CommonNONE
921937835BNDVANGUARD BD INDEX FDS$204,0420.03%2,778CommonNONE
97717X669DGRWWISDOMTREE TR$202,5270.03%2,536CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$201,6000.03%10,291CommonNONE
92204A108VCRVANGUARD WORLD FD$200,6560.03%616CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$177,1350.03%12,996CommonNONE
723760104XMIOXPIONEER MUN HIGH INCOME OPPO$121,9090.02%10,340CommonNONE
67066G104NVDANVIDIA CORPORATION$54,1900.01%500PUTNONE
56400P706MNKDMANNKIND CORP$50,7530.01%10,090CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$39,9110.01%13,955CommonNONE
549498103CCIVGBPLUCID GROUP INC$24,8870.00%10,284CommonNONE
750102105RXTRACKSPACE TECHNOLOGY INC$20,2800.00%12,000CommonNONE

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.