Objective Capital Management, LLC

CIK 0001924152 • 6 13F filings • May 7, 2025 – Jul 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $99.2M93 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$271K	0.3%	1,244 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$244K	0.2%Prev: 0.3%	1,946 SH	Increased+346 SH
ALPHABET INC	CAP STK CL A	$973K	1.0%Prev: 0.6%	3,382 SH	Increased+183 SH
ALPHABET INC	CAP STK CL C	$626K	0.6%Prev: 0.4%	2,184 SH	Increased+101 SH
ALPS ETF TR	ALERIAN MLP	$259K	0.3%Prev: 0.4%	4,916 SH	Decreased-1,395 SH
AMAZON COM INC	COM	$1.7M	1.7%Prev: 1.7%	8,152 SH	Increased+994 SH
APPLE INC	COM	$2.4M	2.4%Prev: 3.1%	9,270 SH	Decreased-1,671 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.7%Prev: 1.0%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$789K	0.8%Prev: 1.3%	1,647 SH	Decreased-303 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$296K	0.3%	5,080 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$210K	0.2%Prev: 0.9%	4,044 SH	Decreased-8,878 SH
BLACKROCK ETF TRUST II	ISHARES INTERMED	$359K	0.4%	15,000 SH	New
BLACKROCK ETF TRUST II	SHORT DURATION H	$887K	0.9%	40,296 SH	New
CATERPILLAR INC	COM	$462K	0.5%	652 SH	New
CHENIERE ENERGY INC	COM NEW	$454K	0.5%Prev: 0.5%	1,600 SH	Increased-200 SH
CHEVRON CORPORATION	COM	$302K	0.3%	1,461 SH	New
COCA COLA CO	COM	$207K	0.2%	2,724 SH	New
COTY INC	COM CL A	$28K	0.0%	13,860 SH	New
EATON CORP PLC	SHS	$411K	0.4%Prev: 0.4%	1,150 SH	Increased-25 SH
EDWARDS LIFESCIENCES CORP	COM	$784K	0.8%Prev: 0.9%	9,785 SH	Increased-190 SH
EXXON MOBIL CORP	COM	$567K	0.6%Prev: 0.3%	3,343 SH	Increased+1,645 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.4M	1.4%	23,436 SH	New
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$261K	0.3%Prev: 0.3%	9,085 SH	Increased-925 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$522K	0.5%	13,249 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$650K	0.7%Prev: 0.8%	10,867 SH	Increased+166 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$1.0M	1.0%Prev: 1.1%	22,909 SH	Increased+315 SH
GLOBAL X FDS	US PFD ETF	$1.2M	1.2%	67,130 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$843K	0.9%	8,418 SH	New
HUNTINGTON BANCSHARES INC	COM	$300K	0.3%Prev: 0.3%	19,146 SH	Increased+1,725 SH
INVESCO QQQ TR	UNIT SER 1	$5.7M	5.8%Prev: 5.5%	9,922 SH	Increased+775 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.3M	1.3%Prev: 1.4%	33,707 SH	Increased+10,244 SH
ISHARES TR	0-3 MNTH TREASRY	$1.1M	1.1%	11,146 SH	New
ISHARES TR	0-5YR HI YL CP	$213K	0.2%Prev: 0.5%	5,032 SH	Decreased-3,437 SH
ISHARES TR	1 3 YR TREAS BD	$1.3M	1.3%Prev: 1.8%	15,561 SH	Decreased-1,268 SH
ISHARES TR	20 YR TR BD ETF	$251K	0.3%Prev: 0.3%	2,900 SH	Increased+607 SH
ISHARES TR	CORE DIV GRWTH	$2.1M	2.2%Prev: 2.6%	30,594 SH	Increased-2,681 SH
ISHARES TR	CORE S&P MCP ETF	$746K	0.8%Prev: 0.9%	11,054 SH	Increased-1,213 SH
ISHARES TR	CORE S&P SCP ETF	$956K	1.0%Prev: 1.2%	7,693 SH	Increased-1,084 SH
ISHARES TR	CORE S&P TTL STK	$2.2M	2.2%Prev: 2.4%	15,213 SH	Increased-133 SH
ISHARES TR	CORE S&P500 ETF	$13.2M	13.3%Prev: 12.8%	20,197 SH	Increased+2,297 SH
ISHARES TR	CORE US AGGBD ET	$1.6M	1.7%Prev: 1.9%	16,598 SH	Increased+1,779 SH
ISHARES TR	IBOXX HI YD ETF	$943K	1.0%Prev: 1.5%	11,854 SH	Decreased-3,225 SH
ISHARES TR	ISHARES BIOTECH	$306K	0.3%Prev: 0.4%	1,815 SH	Decreased-615 SH
ISHARES TR	NATIONAL MUN ETF	$387K	0.4%Prev: 0.5%	3,650 SH	Increased+300 SH
ISHARES TR	PFD AND INCM SEC	$232K	0.2%Prev: 1.3%	7,641 SH	Decreased-25,867 SH
ISHARES TR	RUSSELL 2000 ETF	$1.4M	1.4%Prev: 1.4%	5,742 SH	Increased+207 SH
ISHARES TR	S&P 500 GRWT ETF	$572K	0.6%Prev: 0.6%	5,053 SH	Increased+337 SH
ISHARES TR	SHRT NAT MUN ETF	$936K	0.9%Prev: 0.8%	8,790 SH	Increased+2,884 SH
ISHARES TR	U.S. FIN SVC ETF	$486K	0.5%Prev: 0.6%	5,865 SH	Increased+8 SH
ISHARES TR	U.S. TECH ETF	$278K	0.3%Prev: 0.3%	1,533 SH	Increased+2 SH
ISHARES U S ETF TR	SHORT DURATION B	$975K	1.0%Prev: 0.4%	19,187 SH	Increased+12,811 SH
ISHARES U S ETF TR	SHORT MATURITY M	$866K	0.9%Prev: 0.9%	17,211 SH	Increased+3,177 SH
JOHNSON & JOHNSON	COM	$276K	0.3%	1,130 SH	New
JPMORGAN CHASE & CO	COM	$846K	0.9%	2,874 SH	New
KINDER MORGAN INC DEL	COM	$344K	0.3%Prev: 0.4%	10,261 SH	Increased-83 SH
MERCK & CO INC	COM	$432K	0.4%Prev: 0.4%	3,593 SH	Increased+354 SH
META PLATFORMS INC	CL A	$454K	0.5%Prev: 0.4%	793 SH	Increased+226 SH
MICROSOFT CORP	COM	$647K	0.7%Prev: 0.8%	1,747 SH	Increased+56 SH
MORGAN STANLEY	COM NEW	$303K	0.3%	1,840 SH	New
NEXTERA ENERGY INC	COM	$218K	0.2%	2,349 SH	New
NVIDIA CORPORATION	COM	$1.4M	1.4%Prev: 1.4%	7,879 SH	Increased-2,195 SH
OGE ENERGY CORP	COM	$500K	0.5%	10,420 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$354K	0.4%Prev: 0.3%	2,422 SH	Increased-178 SH
PGIM ETF TR	AAA CLO ETF	$279K	0.3%Prev: 0.3%	5,445 SH	Increased+300 SH
PIMCO ETF TR	INTER MUN BD ACT	$869K	0.9%Prev: 0.8%	16,648 SH	Increased+5,125 SH
PIMCO ETF TR	MULTISECTOR BD	$912K	0.9%Prev: 0.4%	34,811 SH	Increased+22,811 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$265K	0.3%Prev: 0.3%	5,246 SH	Increased+1,139 SH
PROCTER & GAMBLE CO	COM	$434K	0.4%	3,005 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$1.1M	1.1%	13,458 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$557K	0.6%	9,087 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.2M	1.2%	8,077 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.6M	1.6%	9,977 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.9M	1.9%	14,242 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$809K	0.8%	17,632 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$902K	0.9%	9,141 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$266K	0.3%	6,700 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$3.0M	3.1%	6,529 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.5M	4.6%	6,976 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$223K	0.2%	659 SH	New
TERAWULF INC	COM	$159K	0.2%	11,000 SH	New
TESLA INC	COM	$212K	0.2%	571 SH	New
VALKYRIE ETF TRUST II	COINSHARES BITCN	$317K	0.3%	9,100 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$5.0M	5.0%Prev: 5.4%	16,581 SH	Increased+57 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.2M	3.2%Prev: 3.7%	11,104 SH	Increased-136 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.3M	3.4%Prev: 3.6%	12,737 SH	Increased+176 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	1.7%Prev: 1.8%	5,272 SH	Increased+97 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$242K	0.2%	1,752 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$257K	0.3%	3,107 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	1.3%Prev: 1.5%	5,788 SH	Increased-306 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$810K	0.8%Prev: 0.9%	12,640 SH	Increased-867 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$212K	0.2%	680 SH	New
WALMART INC	COM	$233K	0.2%	1,872 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$431K	0.4%Prev: 0.5%	4,911 SH	Increased+84 SH

Sold (vs prior filing)

FIRST TR EXCHANGE-TRADED FD — $420K
GRAYSCALE BITCOIN TRUST ETF — $222K
ISHARES TR — $469K
ISHARES TR — $247K
JPMORGAN CHASE & CO. — $711K
KKR & CO INC — $272K
PIMCO CORPORATE & INCOME OPP — $636K
PROCTER AND GAMBLE CO — $476K
SELECT SECTOR SPDR TR — $452K
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $771K
SELECT SECTOR SPDR TR — $1.5M
SPDR DOW JONES INDL AVERAGE — $2.6M
SPDR S&P 500 ETF TR — $4.2M
SPDR S&P MIDCAP 400 ETF TR — $210K
SPDR SER TR — $287K
SPDR SER TR — $400K
VANGUARD WORLD FD — $362K
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002085853-26-001156	—	View
Feb 4, 2026	Q4 2025	13F-HR	0002085853-26-000200	$98.2M	View
Oct 30, 2025