Obsidian Cio, LLC holds a diversified book of 221 stocks worth $134.5M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Tema US Manufacturing & Resh and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Apple Inc at 10% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1843581/holdings"
Use Arkolith to show OBSIDIAN CIO, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Obsidian Cio, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
55% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Obsidian Cio, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $627.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $178.2B |
| UBS Group AG | 80 / 80 | $158.4B |
| JPMORGAN CHASE & CO | 79 / 80 | $553.9B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $493.3B |
| ROYAL BANK OF CANADA | 79 / 80 | $173.9B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $118.4B |
| LPL Financial LLC | 79 / 80 | $101.2B |
Ranked by how many of Obsidian Cio, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $13.1M | 45.2K | 9.7% | ▲+46% Added · +14K sh | |
| 2 | Vanguard Index FDS LARGE CAP ETF | $6.7M | 19.4K | 4.9% | ▲+5.4% Added · +1K sh | |
| 3 | Amgen Inc COM | $6.6M | 18.3K | 4.9% | ▲+50% Added · +6K sh | |
| 4 | Amazon Com Inc COM | $4.8M | 20.1K | 3.6% | ▲+57% Added · +7K sh | |
| 5 | Nvidia Corporation COM | $4.6M | 23.0K | 3.4% | ▲+54% Added · +8K sh | |
| 6 | Broadcom Inc COM | $4.6M | 12.2K | 3.4% | ▲+31% Added · +3K sh | |
| 7 | Alphabet Inc CAP STK CL A | $4.5M | 12.7K | 3.4% | ▲+60% Added · +5K sh | |
| 8 | Ishares TR CORE S&P SCP ETF | $4.3M | 28.7K | 3.2% | ▼−5.9% Reduced · −2K sh | |
| 9 | Ishares TR RUS 1000 ETF | $3.9M | 9.5K | 2.9% | ▼−21% Reduced · −2K sh | |
| 10 | J P Morgan Exchange Traded F JPMORGAN INTL VL | $3.6M | 39.3K | 2.7% | ▼−1.9% Reduced · −750 sh | |
| 11 | Novo-Nordisk A S ADR | $3.5M | 73.1K | 2.6% | ▲+27% Added · +15K sh | |
| 12 | Microsoft Corp COM | $3.5M | 9.3K | 2.6% | ▲+78% Added · +4K sh | |
| 13 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.5M | 68.3K | 2.6% | ▲+30% Added · +16K sh | |
| 14 | Vanguard Index FDS VALUE ETF | $2.7M | 12.4K | 2.0% | ▼−7.2% Reduced · −961 sh | |
| 15 | Ishares TR EAFE VALUE ETF | $2.6M | 34.1K | 1.9% | ▼−3.7% Reduced · −1K sh | |
| 16 | Vanguard Index FDS GROWTH ETF | $2.2M | 25.6K | 1.6% | ▲+487% Added · +21K sh | |
| 17 | Ishares TR EAFE GRWTH ETF | $2.2M | 17.6K | 1.6% | ▼−3.2% Reduced · −582 sh | |
| 18 | Ishares TR CORE S&P500 ETF | $2.2M | 2.9K | 1.6% | ▼−47% Reduced · −3K sh | |
| 19 | Meta Platforms Inc CL A | $1.9M | 3.5K | 1.4% | ▼−14% Reduced · −546 sh | |
| 20 | Alphabet Inc CAP STK CL C | $1.9M | 5.5K | 1.4% | ▲+1.6% Added · +84 sh | |
| 21 | Schwab Strategic TR US LCAP GR ETF | $1.9M | 56.8K | 1.4% | ▼−21% Reduced · −15K sh | |
| 22 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $1.8M | 38.4K | 1.3% | ▼−3.0% Reduced · −1K sh | |
| 23 | JPMorgan Chase & Co COM | $1.8M | 5.5K | 1.3% | ▲+81% Added · +2K sh | |
| 24 | Palo Alto Networks Inc COM | $1.7M | 5.0K | 1.3% | ▲+126% Added · +3K sh | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $1.4M | 2.1K | 1.1% | ▼−36% Reduced · −1K sh | |
| 26 | Global X FDS ARTIFICIAL ETF | $1.4M | 21.2K | 1.0% | ▼−12% Reduced · −3K sh | |
| 27 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.4M | 23.1K | 1.0% | ▼−3.6% Reduced · −868 sh | |
| 28 | Vanguard Scottsdale FDS SHORT TERM TREAS | $1.3M | 22.9K | 1.0% | ▼−10% Reduced · −3K sh | |
| 29 | Global X FDS RBTCS ARTFL INTE | $1.2M | 31.5K | 0.9% | ▼−3.4% Reduced · −1K sh | |
| 30 | Blackstone Inc COM | $1.1M | 9.6K | 0.8% | ▲+175% Added · +6K sh | |
| 31 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $1.0M | 6.5K | 0.7% | ▼−4.9% Reduced · −338 sh | |
| 32 | Tema ETF Trust US MANUFACTURING | $979K | 15.6K | 0.7% | ▲New New position | |
| 33 | Tesla Inc COM | $958K | 2.3K | 0.7% | ▼−10.0% Reduced · −253 sh | |
| 34 | Vanguard Whitehall FDS HIGH DIV YLD | $954K | 6.0K | 0.7% | ▲17× Added · +6K sh | |
| 35 | Vanguard BD Index FDS TOTAL BND MRKT | $933K | 12.7K | 0.7% | ▲+13% Added · +1K sh | |
| 36 | Bank Montreal Medium COM | $912K | 5.2K | 0.7% | ▼−28% Reduced · −2K sh | |
| 37 | RTX Corporation COM | $911K | 4.8K | 0.7% | ▲+25% Added · +954 sh | |
| 38 | Netflix Inc. COM | $879K | 12.3K | 0.7% | ▲+90% Added · +6K sh | |
| 39 | Ishares TR RUS 1000 VAL ETF | $787K | 3.2K | 0.6% | ▼−1.1% Reduced · −37 sh | |
| 40 | SPDR Series Trust ST STR P500ETF | $743K | 8.5K | 0.6% | ▼−24% Reduced · −3K sh | |
| 41 | Ishares TR CORE US AGGBD ET | $685K | 6.9K | 0.5% | ▼−10.0% Reduced · −766 sh | |
| 42 | First TR Exchange-Traded FD SHS | $682K | 14.2K | 0.5% | ▲+0.2% Added · +32 sh | |
| 43 | Goldman Sachs Group Inc COM | $674K | 666 | 0.5% | ▼−1.0% Reduced · −7 sh | |
| 44 | Seagate Technology HLDNGS PL ORD SHS | $658K | 682 | 0.5% | ▲+0.7% Added · +5 sh | |
| 45 | International Business Machs COM | $652K | 2.3K | 0.5% | ▼−2.2% Reduced · −53 sh | |
| 46 | Ishares TR US TREAS BD ETF | $605K | 26.5K | 0.4% | ▼−4.4% Reduced · −1K sh | |
| 47 | Abbvie Inc COM | $602K | 2.4K | 0.4% | ▲+20% Added · +399 sh | |
| 48 | Johnson & Johnson COM | $570K | 2.2K | 0.4% | ▲+2.1% Added · +47 sh | |
| 49 | Visa Inc COM CL A | $568K | 1.7K | 0.4% | ▲+118% Added · +898 sh | |
| 50 | Coca Cola Co COM | $546K | 6.7K | 0.4% | ▲+34% Added · +2K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.