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: $112.7M102 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$292K	0.3%	1,162 SH	New
ALPHABET INC	CAP STK CL A	$1.3M	1.1%Prev: 0.6%	3,582 SH	Increased+479 SH
ALPHABET INC	CAP STK CL C	$772K	0.7%Prev: 0.4%	2,184 SH	Increased+143 SH
ALPS ETF TR	ALERIAN MLP	$229K	0.2%Prev: 0.3%	4,416 SH	Decreased-1,601 SH
AMAZON COM INC	COM	$1.8M	1.6%Prev: 1.8%	7,732 SH	Increased+299 SH
AMGEN INC	COM	$204K	0.2%	562 SH	New
APPLE INC	COM	$2.6M	2.3%Prev: 2.2%	8,957 SH	Increased-608 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$749K	0.7%Prev: 0.8%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$807K	0.7%Prev: 1.2%	1,613 SH	Decreased-603 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$388K	0.3%	5,710 SH	New
BLACKROCK ETF TRUST II	ISHAR INTER ETF	$371K	0.3%	15,300 SH	New
BLACKROCK ETF TRUST II	SHOR DURA HI ETF	$938K	0.8%	41,796 SH	New
BRC INC	COM CL A	$31K	0.0%	27,500 SH	New
CATERPILLAR INC	COM	$575K	0.5%Prev: 0.3%	540 SH	Increased-51 SH
CHENIERE ENERGY INC	COM NEW	$370K	0.3%Prev: 0.5%	1,550 SH	Decreased-250 SH
CHEVRON CORPORATION	COM	$242K	0.2%	1,461 SH	New
COTY INC	COM CL A	$30K	0.0%	13,750 SH	New
EATON CORP PLC	SHS	$490K	0.4%Prev: 0.5%	1,150 SH	Increased-33 SH
EDWARDS LIFESCIENCES CORP	COM	$851K	0.8%Prev: 0.9%	9,410 SH	Increased-602 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.2M	1.1%Prev: 2.5%	23,436 SH	Decreased
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$246K	0.2%Prev: 0.3%	9,100 SH	Decreased-923 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$572K	0.5%	13,260 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$550K	0.5%Prev: 0.7%	9,209 SH	Decreased-1,535 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$985K	0.9%Prev: 1.0%	22,647 SH	Increased-644 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$202K	0.2%	815 SH	New
GLOBAL X FDS	US PFD ETF	$1.4M	1.2%Prev: 0.7%	74,650 SH	Increased+42,024 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$844K	0.7%	8,423 SH	New
HUNTINGTON BANCSHARES INC	COM	$343K	0.3%Prev: 0.3%	19,327 SH	Increased+1,725 SH
INTEL CORP	COM	$486K	0.4%	3,478 SH	New
INVESCO QQQ TR	UNIT SER 1	$7.1M	6.3%Prev: 6.2%	9,580 SH	Increased-478 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.3M	1.1%Prev: 2.2%	38,096 SH	Decreased+5,967 SH
ISHARES INC	CORE MSCI EMKT	$280K	0.2%	3,378 SH	New
ISHARES TR	0-3 MTH TREASURY	$1.0M	0.9%	10,150 SH	New
ISHARES TR	0-5YR HI YL CP	$307K	0.3%Prev: 0.2%	7,237 SH	Increased+2,179 SH
ISHARES TR	1 3 YR TREAS BD	$1.4M	1.2%Prev: 1.5%	16,655 SH	Increased+396 SH
ISHARES TR	CONV BD ETF	$201K	0.2%	1,652 SH	New
ISHARES TR	CORE DIV GRWTH	$2.4M	2.1%Prev: 2.4%	31,447 SH	Increased-1,942 SH
ISHARES TR	CORE S&P MCP ETF	$845K	0.7%Prev: 0.8%	10,953 SH	Increased+32 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	1.1%Prev: 1.0%	8,045 SH	Increased-41 SH
ISHARES TR	CORE S&P TTL STK	$2.5M	2.2%Prev: 2.3%	14,920 SH	Increased-445 SH
ISHARES TR	CORE S&P500 ETF	$15.5M	13.7%Prev: 12.8%	20,659 SH	Increased+2,339 SH
ISHARES TR	CORE US AGGBD ET	$1.7M	1.5%Prev: 1.6%	16,947 SH	Increased+2,909 SH
ISHARES TR	IBOXX HI YD ETF	$923K	0.8%Prev: 1.3%	11,547 SH	Decreased-3,148 SH
ISHARES TR	ISHARES BIOTECH	$279K	0.2%Prev: 0.3%	1,467 SH	Increased-348 SH
ISHARES TR	ISHARES SEMICDTR	$213K	0.2%	332 SH	New
ISHARES TR	NATIONAL MUN ETF	$393K	0.3%Prev: 0.4%	3,650 SH	Increased+100 SH
ISHARES TR	PFD AND INCM SEC	$250K	0.2%Prev: 0.5%	8,194 SH	Decreased-4,883 SH
ISHARES TR	RUS 1000 VAL ETF	$268K	0.2%	1,104 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.7M	1.5%Prev: 1.4%	5,611 SH	Increased-163 SH
ISHARES TR	S&P 500 GRWT ETF	$695K	0.6%Prev: 0.6%	5,053 SH	Increased+337 SH
ISHARES TR	SHRT NAT MUN ETF	$830K	0.7%Prev: 1.0%	7,795 SH	Decreased-287 SH
ISHARES TR	U.S. FIN SVC ETF	$531K	0.5%Prev: 0.6%	5,867 SH	Increased+8 SH
ISHARES TR	U.S. TECH ETF	$385K	0.3%Prev: 0.3%	1,528 SH	Increased-4 SH
ISHARES U S ETF TR	SHOR DURA BD ETF	$1.3M	1.1%	25,351 SH	New
ISHARES U S ETF TR	SHOR MAT MUN ETF	$943K	0.8%	18,725 SH	New
JOHNSON & JOHNSON	COM	$284K	0.3%	1,120 SH	New
JPMORGAN CHASE & CO	COM	$941K	0.8%	2,874 SH	New
KINDER MORGAN INC DEL	COM	$328K	0.3%Prev: 0.4%	10,267 SH	Decreased-935 SH
MERCK & CO INC	COM	$431K	0.4%Prev: 0.3%	3,354 SH	Increased+211 SH
META PLATFORMS INC	CL A	$265K	0.2%Prev: 0.5%	471 SH	Decreased-78 SH
MICROSOFT CORP	COM	$604K	0.5%Prev: 0.7%	1,618 SH	Decreased+321 SH
MORGAN STANLEY	COM NEW	$385K	0.3%Prev: 0.3%	1,840 SH	Increased+240 SH
NEW ERA ENERGY & DIGITAL INC	COM	$64K	0.1%	10,000 SH	New
NEXTERA ENERGY INC	COM	$206K	0.2%	2,349 SH	New
NUVEEN MUN VALUE FD INC	COM	$101K	0.1%	11,000 SH	New
NVIDIA CORPORATION	COM	$1.6M	1.4%Prev: 1.8%	7,980 SH	Increased-2,049 SH
OGE ENERGY CORP	COM	$507K	0.4%	10,420 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$248K	0.2%Prev: 0.5%	2,122 SH	Decreased-825 SH
PGIM ETF TR	AAA CLO ETF	$536K	0.5%	10,445 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$348K	0.3%	3,450 SH	New
PIMCO ETF TR	INTER MUN BD ACT	$982K	0.9%Prev: 0.7%	18,673 SH	Increased+6,770 SH
PIMCO ETF TR	MULTISECTOR BD	$772K	0.7%Prev: 0.3%	29,101 SH	Increased+18,686 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$265K	0.2%	5,246 SH	New
PROCTER & GAMBLE CO	COM	$417K	0.4%	2,843 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$1.3M	1.1%	7,882 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$461K	0.4%	8,689 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$2.0M	1.8%	11,005 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$1.1M	1.0%	13,466 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$2.8M	2.5%	14,863 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$800K	0.7%	17,651 SH	New
SPDR SERIES TRUST	ST STR SP AERO	$521K	0.5%	1,837 SH	New
SPDR SERIES TRUST	ST STR SP BANK	$485K	0.4%	7,104 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$225K	0.2%	3,893 SH	New
SSGA ACTIVE ETF TR	ST STR TOTAL ETF	$347K	0.3%	8,800 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$3.7M	3.3%	7,041 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.2M	4.6%	7,006 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$315K	0.3%	659 SH	New
TERAWULF INC	COM	$272K	0.2%	11,000 SH	New
VALKYRIE ETF TRUST II	COINSHARES BITCN	$478K	0.4%	7,580 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$293K	0.3%	446 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$5.7M	5.0%Prev: 5.3%	16,450 SH	Increased-74 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.5M	3.1%Prev: 3.6%	43,598 SH	Increased+32,258 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.8M	3.4%Prev: 3.3%	12,526 SH	Increased+15 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	1.7%Prev: 1.8%	5,118 SH	Increased-153 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$275K	0.2%Prev: 0.3%	1,753 SH	Increased+4 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$323K	0.3%	3,909 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	1.2%Prev: 1.4%	5,790 SH	Increased-109 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$922K	0.8%Prev: 0.8%	12,940 SH	Increased+325 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$245K	0.2%	680 SH	New
VANGUARD WORLD FD	INF TECH ETF	$306K	0.3%Prev: 0.5%	2,560 SH	Decreased+1,892 SH
WALMART INC	COM	$212K	0.2%	1,872 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$471K	0.4%Prev: 0.5%	4,921 SH	Increased+74 SH

Sold (vs prior filing)

ALIBABA GROUP HLDG LTD — $204K
BLACKROCK ETF TRUST II — $435K
BLACKROCK ETF TRUST II — $229K
BLACKSTONE INC — $213K
CLOUDFLARE INC — $235K
FIRST TR EXCHANGE-TRADED FD — $536K
GLOBAL X FDS — $377K
GRAYSCALE BITCOIN TRUST ETF — $288K
ISHARES TR — $593K
ISHARES TR — $235K
ISHARES U S ETF TR — $348K
ISHARES U S ETF TR — $659K
JPMORGAN CHASE & CO. — $825K
KKR & CO INC — $313K
MICROSTRATEGY INC — $225K
PIMCO CORPORATE & INCM STRG — $203K
PIMCO CORPORATE & INCOME OPP — $369K
PROCTER AND GAMBLE CO — $442K
SELECT SECTOR SPDR TR — $491K
SELECT SECTOR SPDR TR — $1.5M
… and 10 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