Arkolith/Funds/Objective Capital Management, LLC

Objective Capital Management, LLC

CIK 1924152
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Objective Capital Management, LLC holds a focused book of 102 reported positions worth $112.6M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Intel Corp and trimmed Invesco QQQ Trust Series 1. Their largest long position is Ishares Core S&P 500 ETF at 14% of the reported non-option book. They also disclosed $67K in call options (bullish), shown separately below and excluded from the non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
46%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

19% mapped to company sectors

ETFs / funds
80%
Information Technology
7%
Financials
5%
Health Care
2%
Consumer Discretionary
2%
No sector on file yet
1%
Utilities
1%
Industrials
1%

+3 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Objective Capital Management, LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.10 / 80$4.5B
Swiss Re Ltd20 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.50 / 80$276.0B
Hoffman, Alan N Investment Management8 / 80$154.1M
Marest Capital, LLC11 / 80$175.4M
United American Securities Inc. (d/b/a UAS Asset Management)8 / 80$403.8M
Pine Ridge Advisers LLC21 / 80$1.4B
Armstrong Henry H Associates Inc17 / 80$830.5M

Ranked by the share of each fund's own book sitting in the names it shares with Objective Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

102 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$15.5M20.7K
13.7%
+2.3%
Added · +462 sh
2Invesco QQQ TR
UNIT SER 1
$7.1M9.6K
6.3%
−3.4%
Reduced · −342 sh
3Vanguard Index FDS
LARGE CAP ETF
$5.7M16.4K
5.0%
−0.8%
Reduced · −131 sh
4State STR SPDR S&P 500 ETF T
TR UNIT
$5.2M7.0K
4.6%
+0.4%
Added · +30 sh
5Vanguard Index FDS
SMALL CP ETF
$3.8M12.5K
3.4%
−1.6%
Reduced · −211 sh
6State STR SPDR Dow Jones Ind
UT SER 1
$3.7M7.0K
3.3%
+7.8%
Added · +512 sh
7Vanguard Index FDS
MID CAP ETF
$3.5M43.6K
3.1%
+293%
Added · +32K sh
8Select Sector SPDR TR
ST STR TECHN ETF
$2.8M14.9K
2.5%
+4.4%
Added · +621 sh
9Apple Inc
COM
$2.6M9.0K
2.3%
−3.4%
Reduced · −313 sh
10Ishares TR
CORE S&P TTL STK
$2.5M14.9K
2.2%
−1.9%
Reduced · −293 sh
11Ishares TR
CORE DIV GRWTH
$2.4M31.4K
2.1%
+2.8%
Added · +853 sh
12Select Sector SPDR TR
ST STR INDL ETF
$2.0M11.0K
1.8%
+10%
Added · +1K sh
13Vanguard Index FDS
TOTAL STK MKT
$1.9M5.1K
1.7%
−2.9%
Reduced · −154 sh
14Amazon Com Inc
COM
$1.8M7.7K
1.6%
−5.2%
Reduced · −420 sh
15Ishares TR
RUSSELL 2000 ETF
$1.7M5.6K
1.5%
−2.3%
Reduced · −131 sh
16Ishares TR
CORE US AGGBD ET
$1.7M16.9K
1.5%
+2.1%
Added · +349 sh
17Nvidia Corporation
COM
$1.6M8.0K
1.4%
+1.3%
Added · +101 sh
18Global X FDS
US PFD ETF
$1.4M74.7K
1.2%
+11%
Added · +8K sh
19Vanguard Specialized Funds
DIV APP ETF
$1.4M5.8K
1.2%
~0%
Added · +2 sh
20Ishares TR
1 3 YR TREAS BD
$1.4M16.7K
1.2%
+7.0%
Added · +1K sh
21Ishares U S ETF TR
SHOR DURA BD ETF
$1.3M25.4K
1.1%
+32%
Added · +6K sh
22Alphabet Inc
CAP STK CL A
$1.3M3.6K
1.1%
+5.9%
Added · +200 sh
23Select Sector SPDR TR
ST STR CARE ETF
$1.3M7.9K
1.1%
−2.4%
Reduced · −195 sh
24Ishares Bitcoin Trust ETF
SHS BEN INT
$1.2M36.1K
1.1%
+22%
Added · +6K sh
25Fidelity Wise Origin Bitcoin
SHS
$1.2M23.4K
1.1%
Held
26Ishares TR
CORE S&P SCP ETF
$1.2M8.0K
1.1%
+4.6%
Added · +352 sh
27Select Sector SPDR TR
ST STR STAPL ETF
$1.1M13.5K
1.0%
+0.1%
Added · +8 sh
28Ishares TR
0-3 MTH TREASURY
$1.0M10.2K
0.9%
−8.9%
Reduced · −996 sh
29First TR Exchange-Traded FD
NO AMER ENERGY
$985K22.6K
0.9%
−1.1%
Reduced · −262 sh
30Pimco ETF TR
INTER MUN BD ACT
$982K18.7K
0.9%
+12%
Added · +2K sh
31Ishares U S ETF TR
SHOR MAT MUN ETF
$943K18.7K
0.8%
+8.8%
Added · +2K sh
32JPMorgan Chase & Co
COM
$941K2.9K
0.8%
Held
33BlackRock ETF Trust II
SHOR DURA HI ETF
$938K41.8K
0.8%
+3.7%
Added · +2K sh
34Ishares TR
IBOXX HI YD ETF
$923K11.5K
0.8%
−2.6%
Reduced · −307 sh
35Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$922K12.9K
0.8%
+2.4%
Added · +300 sh
36Edwards Lifesciences Corp
COM
$851K9.4K
0.8%
−3.8%
Reduced · −375 sh
37Ishares TR
CORE S&P MCP ETF
$845K11.0K
0.7%
−0.9%
Reduced · −101 sh
38Goldman Sachs ETF TR
ACCES TREASURY
$844K8.4K
0.7%
+0.1%
Added · +5 sh
39Ishares TR
SHRT NAT MUN ETF
$830K7.8K
0.7%
−11%
Reduced · −995 sh
40Berkshire Hathaway Inc Del
CL B NEW
$807K1.6K
0.7%
−2.1%
Reduced · −34 sh
41Select Sector SPDR TR
ST STR UTIL ETF
$800K17.7K
0.7%
+0.1%
Added · +19 sh
42Pimco ETF TR
MULTISECTOR BD
$772K29.1K
0.7%
−16%
Reduced · −6K sh
43Alphabet Inc
CAP STK CL C
$772K2.2K
0.7%
Held
44Berkshire Hathaway Inc Del
CL A
$749K1
0.7%
Held
45Ishares TR
S&P 500 GRWT ETF
$695K5.1K
0.6%
Held
46Microsoft Corp
COM
$604K1.6K
0.5%
−7.4%
Reduced · −129 sh
47Caterpillar Inc
COM
$575K540
0.5%
−17%
Reduced · −112 sh
48First TR Exchange Traded FD
SMID RISNG ETF
$572K13.3K
0.5%
+0.1%
Added · +11 sh
49First TR Exchange-Traded FD
FIRST TR ENH NEW
$550K9.2K
0.5%
−15%
Reduced · −2K sh
50Pgim ETF TR
AAA CLO ETF
$536K10.4K
0.5%
+92%
Added · +5K sh
Showing 50 of 102 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$67K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishISHARES BITCOIN TRUST ETFIBIT$67K2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$170.2M · Q3 2024Q3 2024 · $170.2MQ2 2026 · $112.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 202620d103$112.7M13F-HR
Q1 2026Mar 31, 2026May 4, 202634d95$99.2M13F-HR
Q4 2025Dec 31, 2025Feb 4, 202635d85$98.2M13F-HR
Q3 2025Sep 30, 2025Oct 30, 202530d88$96.6M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d84$89.0M13F-HR
Q1 2025Mar 31, 2025May 7, 202537d77$78.4M13F-HR
Q4 2024Dec 31, 2024Mar 18, 202577d138$149.6M13F-HR
Q3 2024Sep 30, 2024Nov 1, 202432d148$170.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.