Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Objective Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Objective Capital Management, LLC (CIK 1924152) reported $99.2M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($13.2M, 13.31%), QQQ ($5.7M, 5.78%), VV ($5.0M, 5.00%), SPY ($4.5M, 4.58%), VB ($3.3M, 3.36%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$13.2M13.31%20,197Added
2QQQINVESCO QQQ TR$5.7M5.78%9,922Trimmed
3VVVANGUARD INDEX FDS$5.0M5.00%16,581Added
4SPYSTATE STR SPDR S&P 500 ETF T$4.5M4.58%6,976Trimmed
5VBVANGUARD INDEX FDS$3.3M3.36%12,737Added
6VOVANGUARD INDEX FDS$3.2M3.22%11,104Trimmed
7DIASTATE STR SPDR DOW JONES IND$3.0M3.05%6,529Added
8AAPLAPPLE INC$2.4M2.37%9,270Added
9ITOTISHARES TR$2.2M2.19%15,213Trimmed
10DGROISHARES TR$2.1M2.17%30,594Trimmed
11XLKSELECT SECTOR SPDR TR$1.9M1.91%14,242Added
12AMZNAMAZON COM INC$1.7M1.71%8,152Added
13VTIVANGUARD INDEX FDS$1.7M1.71%5,272Hold
14AGGISHARES TR$1.6M1.66%16,598Added
15XLISELECT SECTOR SPDR TR$1.6M1.63%9,977Trimmed
16IWMISHARES TR$1.4M1.44%5,742Hold
17FBTCFIDELITY WISE ORIGIN BITCOIN$1.4M1.40%23,436Hold
18NVDANVIDIA CORPORATION$1.4M1.39%7,879Added
19IBITISHARES BITCOIN TRUST ETF$1.3M1.31%33,707Added
20SHYISHARES TR$1.3M1.30%15,561Added
21VIGVANGUARD SPECIALIZED FUNDS$1.2M1.26%5,788Trimmed
22PFFDGLOBAL X FDS$1.2M1.25%67,130Added
23XLVSELECT SECTOR SPDR TR$1.2M1.19%8,077Added
24SGOVISHARES TR$1.1M1.13%11,146Added
25XLPSELECT SECTOR SPDR TR$1.1M1.11%13,458Added

Source: SEC Form 13F filings · as of 2026-03-31