Objective Capital Management, LLC

Est. AUM

$99.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$13.2M	20197	13.31%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$5.7M	9922	5.78%	SOLE
3	VANGUARD INDEX FDS	LARGE CAP ETF	$5.0M	16581	5.00%	SOLE
4	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.5M	6976	4.57%	SOLE
5	VANGUARD INDEX FDS	SMALL CP ETF	$3.3M	12737	3.36%	SOLE
6	VANGUARD INDEX FDS	MID CAP ETF	$3.2M	11104	3.22%	SOLE
7	STATE STR SPDR DOW JONES IND	UT SER 1	$3.0M	6529	3.05%	SOLE
8	APPLE INC	COM	$2.4M	9270	2.37%	SOLE
9	ISHARES TR	CORE S&P TTL STK	$2.2M	15213	2.18%	SOLE
10	ISHARES TR	CORE DIV GRWTH	$2.1M	30594	2.17%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.9M	14242	1.91%	SOLE
12	AMAZON COM INC	COM	$1.7M	8152	1.71%	SOLE
13	VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	5272	1.71%	SOLE
14	ISHARES TR	CORE US AGGBD ET	$1.6M	16598	1.66%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET IND	$1.6M	9977	1.63%	SOLE
16	ISHARES TR	RUSSELL 2000 ETF	$1.4M	5742	1.44%	SOLE
17	FIDELITY WISE ORIGIN BITCOIN	SHS	$1.4M	23436	1.39%	SOLE
18	NVIDIA CORPORATION	COM	$1.4M	7879	1.39%	SOLE
19	ISHARES TR	1 3 YR TREAS BD	$1.3M	15561	1.29%	SOLE
20	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	5788	1.25%	SOLE
21	GLOBAL X FDS	US PFD ETF	$1.2M	67130	1.25%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.2M	8077	1.19%	SOLE
23	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.1M	29707	1.15%	SOLE
24	ISHARES TR	0-3 MNTH TREASRY	$1.1M	11146	1.13%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET CON	$1.1M	13458	1.11%	SOLE
26	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$1.0M	22909	1.01%	SOLE
27	ISHARES U S ETF TR	SHORT DURATION B	$975K	19187	0.98%	SOLE
28	ALPHABET INC	CAP STK CL A	$972K	3382	0.98%	SOLE
29	ISHARES TR	CORE S&P SCP ETF	$956K	7693	0.96%	SOLE
30	ISHARES TR	IBOXX HI YD ETF	$943K	11854	0.95%	SOLE
31	ISHARES TR	SHRT NAT MUN ETF	$936K	8790	0.94%	SOLE
32	PIMCO ETF TR	MULTISECTOR BD	$912K	34811	0.92%	SOLE
33	BLACKROCK ETF TRUST II	SHORT DURATION H	$887K	40296	0.89%	SOLE
34	PIMCO ETF TR	INTER MUN BD ACT	$868K	16648	0.88%	SOLE
35	ISHARES U S ETF TR	SHORT MATURITY M	$866K	17211	0.87%	SOLE
36	JPMORGAN CHASE & CO	COM	$845K	2874	0.85%	SOLE
37	GOLDMAN SACHS ETF TR	ACCES TREASURY	$843K	8418	0.85%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET UTI	$809K	17632	0.82%	SOLE
39	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$809K	12640	0.82%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$789K	1647	0.80%	SOLE
41	EDWARDS LIFESCIENCES CORP	COM	$783K	9785	0.79%	SOLE
42	ISHARES TR	CORE S&P MCP ETF	$746K	11054	0.75%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.72%	SOLE
44	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$649K	10867	0.65%	SOLE
45	MICROSOFT CORP	COM	$646K	1747	0.65%	SOLE
46	ALPHABET INC	CAP STK CL C	$626K	2184	0.63%	SOLE
47	ISHARES TR	S&P 500 GRWT ETF	$571K	5053	0.58%	SOLE
48	EXXON MOBIL CORP	COM	$567K	3343	0.57%	SOLE
49	SELECT SECTOR SPDR TR	STATE STREET ENE	$556K	9087	0.56%	SOLE
50	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$522K	13249	0.53%	SOLE

1–50 of 95

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.