SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Objective Capital Management, LLC

CIK 0001924152 · 29325 CHAGRIN BLVD., SUITE 204, PEPPER PIKE, OH, 44122 · 216-586-6389

Reported Value
$101M
Q4 2022
Positions
91
Filings on Record
17
2019–present window
Filed
Feb 27, 2023
original filing

Summary

Objective Capital Management, LLC reported $101M in U.S.-listed holdings across 91 positions for Q4 2022.

The portfolio is heavily concentrated: IVV alone accounts for 42.0% of reported value.

Compared with Q3 2022, the fund opened 8 new positions and exited 5.

Portfolio Metrics

Turnover
+2.8%
vs prior filed quarter
Top-10 Concentration
+78.8%
share of reported value
Largest Position
+42.0%
Ishares Tr
New / Exited
8 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $130MQ1 ’22Q2 ’22: $99MQ3 ’22: $94MQ3 ’22Q4 ’22: $101MQ1 ’23: $110MQ1 ’23Q2 ’23: $114MQ3 ’23: $113MQ3 ’23Q1 ’24: $131MQ2 ’24: $148MQ2 ’24Q3 ’24: $170MQ1 ’25: $78MQ1 ’25Q2 ’25: $89MQ3 ’25: $97MQ3 ’25Q4 ’25: $98MQ1 ’26: $99MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 79.3%Common Stock: 20.5%Closed-End Fund: 0.2%
  • ETP · 79.3% · $80M
  • Common Stock · 20.5% · $21M
  • Closed-End Fund · 0.2% · $214,059

Quarter-over-Quarter Changes full breakdown →

vs Q3 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CATCATERPILLAR INCNEW+1.2K1.2K+$287,902$287,902
CSCOCISCO SYS INCNEW+4.8K4.8K+$229,328$229,328
MCDMCDONALDS CORPNEW+823823+$216,850$216,850
TXNTEXAS INSTRS INCNEW+1.3K1.3K+$213,004$213,004
DVYISHARES TRNEW+1.8K1.8K+$212,256$212,256
HDVISHARES TRNEW+2.0K2.0K+$211,039$211,039
NEENEXTERA ENERGY INCNEW+2.5K2.5K+$208,099$208,099
IGFISHARES TRNEW+4.5K4.5K+$207,472$207,472

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2022

50 positions
#IssuerClass% PortfolioValueShares
1IVVISHARES TRCORE S&P500 ETF · S&P 100 ETF · ESG AW MSCI EAFE · S&P 500 GRWT ETF · S&P 500 VAL ETF · CORE S&P SCP ETF · CORE S&P MCP ETF · RUSSELL 2000 ETF · CORE US AGGBD ET · CORE MSCI EAFE · RUS 1000 ETF · RUS 1000 GRW ETF · CORE DIV GRWTH · RUS 1000 VAL ETF · CORE S&P TTL STK · MSCI EAFE ETF · EAFE SML CP ETF · RUS MID CAP ETF · TIPS BD ETF · U.S. FIN SVC ETF · ISHARES BIOTECH · SELECT DIVID ETF · CORE HIGH DV ETF · GLB INFRASTR ETF41.95%$42M358.4K
2VVVANGUARD INDEX FDSLARGE CAP ETF · MID CAP ETF · SMALL CP ETF · TOTAL STK MKT · EXTEND MKT ETF · REAL ESTATE ETF9.98%$10M58.4K
3XLVSELECT SECTOR SPDR TRSBI HEALTHCARE · TECHNOLOGY · SBI CONS STPLS · SBI INT-INDS · ENERGY · SBI INT-UTILS5.57%$6M56.8K
4SPYSPDR S&P 500 ETF TRhistory →TR UNIT5.48%$6M14.4K
5AAPLAPPLE INChistory →COM4.85%$5M37.6K
6QQQINVESCO QQQ TRhistory →UNIT SER 13.03%$3M11.5K
7DIASPDR DOW JONES INDL AVERAGEhistory →UT SER 12.38%$2M7.2K
8VEAVANGUARD TAX-MANAGED FDShistory →VAN FTSE DEV MKT2.16%$2M51.8K
9MSFTMICROSOFT CORPhistory →COM1.69%$2M7.1K
10RDVYFIRST TR EXCHANGE-TRADED FDRISNG DIVD ACHIV · NO AMER ENERGY · SMID RISNG ETF1.69%$2M52.4K
11ESGEISHARES INCESG AWR MSCI EM · CORE MSCI EMKT1.68%$2M51.1K
12AMZNAMAZON COM INChistory →COM1.27%$1M15.3K
13BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW · CL A1.26%$1M2.6K
14GOOGLALPHABET INCCAP STK CL A · CAP STK CL C1.24%$1M14.2K
15VIGVANGUARD SPECIALIZED FUNDShistory →DIV APP ETF1.03%$1M6.8K
16JPMJPMORGAN CHASE & COCOM0.97%$971,3877.2K
17VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF · TT WRLD ST ETF0.91%$913,31317.9K
18FTGCFIRST TR EXCHANGE TRAD FD VIFST TR GLB FD0.83%$838,98034.3K
19EWEDWARDS LIFESCIENCES CORPCOM0.76%$768,25910.3K
20KBESPDR SER TRS&P BK ETF · AEROSPACE DEF0.71%$718,71011.8K
21PGPROCTER AND GAMBLE COCOM0.66%$662,8704.4K
22JNJJOHNSON & JOHNSONCOM0.61%$616,6403.5K
23DBX ETF TRXTRACK USD HIGH0.56%$567,86616.8K
24UNHUNITEDHEALTH GROUP INCCOM0.49%$497,594939
25MRKMERCK & CO INCCOM0.49%$494,0924.5K
26FSMBFIRST TR EXCH TRADED FD IIIPFD SECS INC ETF · SHRT DUR MNG MUN0.48%$480,68526.5K
27HDHOME DEPOT INCCOM0.46%$462,3061.5K
28CVXCHEVRON CORP NEWCOM0.45%$451,9282.5K
29MAMASTERCARD INCORPORATEDCL A0.44%$438,6051.3K
30NVDANVIDIA CORPORATIONCOM0.38%$383,4272.6K
31BABOEING COCOM0.38%$380,1072.0K
32ABBVABBVIE INCCOM0.37%$368,1092.3K
33KOCOCA COLA COCOM0.36%$363,8265.7K
34PCYINVESCO EXCH TRADED FD TR IIEMRNG MKT SVRG0.34%$339,91018.2K
35PFEPFIZER INCCOM0.32%$317,4176.2K
36BLACKROCK INCCOM0.31%$314,297444
37EXMOCEXXON MOBIL CORPCOM0.30%$304,3122.8K
38CATCATERPILLAR INCCOM0.29%$287,9021.2K
39HBANHUNTINGTON BANCSHARES INCCOM0.28%$281,61720.0K
40FVDFIRST TR VALUE LINE DIVID INSHS0.27%$273,9826.9K
41MSMORGAN STANLEYCOM NEW0.26%$266,3743.1K
42WMTWALMART INCCOM0.26%$264,4281.9K
43LNGCHENIERE ENERGY INCCOM NEW0.25%$247,4341.6K
44RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT0.23%$229,6731.6K
45CSCOCISCO SYS INCCOM0.23%$229,3284.8K
46VZVERIZON COMMUNICATIONS INCCOM0.22%$220,6985.6K
47MCDMCDONALDS CORPCOM0.22%$216,850823
48XFRAXBLACKROCK FLOATING RATE INCOCOM0.21%$214,05919.0K
49TXNTEXAS INSTRS INCCOM0.21%$213,0041.3K
50NEENEXTERA ENERGY INCCOM0.21%$208,0992.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$99M95May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$98M85Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$97M88Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$89M84Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$78M77May 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$170M148Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$148M137Jun 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$131M120Mar 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$113M102Nov 15, 202313F-HRchanges · EDGAR ↗
Q2 2023$114M98Aug 15, 202313F-HRchanges · EDGAR ↗
Q1 2023$110M96May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$101M91Feb 27, 202313F-HRchanges · EDGAR ↗
Q3 2022$94M88Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$99M94Jul 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$130M116Apr 20, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.