SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Objectivity Squared, LLC

CIK 0002011113 · 701 EAST BAY STREET, SUITE 403, CHARLESTON, SC, 29403 · (843) 212-2805

Reported Value
$168M
Q3 2025
Positions
53
Filings on Record
10
2019–present window
Filed
Nov 6, 2025
original filing

Summary

Objectivity Squared, LLC reported $168M in U.S.-listed holdings across 53 positions for Q3 2025.

Its largest position, Ishares Tr, represents 17.8% of the portfolio.

Compared with Q2 2025, the fund opened 6 new positions and exited 3.

Portfolio Metrics

Turnover
+1.8%
vs prior filed quarter
Top-10 Concentration
+76.1%
share of reported value
Largest Position
+17.8%
Ishares Tr
New / Exited
6 / 3
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. 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
Q4 ’23: $101MQ4 ’23Q1 ’24: $114MQ2 ’24: $131MQ2 ’24Q3 ’24: $144MQ4 ’24: $144MQ4 ’24Q1 ’25: $119MQ2 ’25: $145MQ2 ’25Q3 ’25: $168MQ4 ’25: $179MQ4 ’25Q1 ’26: $159Mfilingsflow.com

Portfolio Composition

By security type
ETP: 72.6%Common Stock: 18.3%MLP: 7.0%ADR: 1.1%Other: 1.1%
  • ETP · 72.6% · $122M
  • Common Stock · 18.3% · $31M
  • MLP · 7.0% · $12M
  • ADR · 1.1% · $2M
  • Other · 1.1% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TORTOISE CAPITAL SERIES TRUSNEW+20.0K20.0K+$730,050$730,050
METAMETA PLATFORMS INCNEW+625625+$458,675$458,675
GOOGLALPHABET INCNEW+966966+$234,954$234,954
APHAMPHENOL CORP NEWNEW+1.8K1.8K+$224,633$224,633
ISHARES TRNEW+2.2K2.2K+$207,797$207,797
WMTWALMART INCNEW+2.0K2.0K+$203,861$203,861
ISHARES TRADDED+17.6K23.8K+$2M$2M
PWRQUANTA SVCS INCADDED+2.0K3.6K+$897,474$1M

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

Holdings — Q3 2025

40 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRRUS 1000 VAL ETF · RUS 1000 GRW ETF · CORE DIV GRWTH · ASIA 50 ETF · CORE S&P500 ETF · RUSSELL 2000 ETF · RUS MID CAP ETF41.58%$70M477.2K
2AMERICAN CENTY ETF TRUS SML CP VALU · AVANTIS EMGMKT10.87%$18M202.8K
3FIRST TR EXCHNG TRADED FD VIFT VEST U.S · VEST US EQUITY E9.81%$16M448.6K
4VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT7.87%$13M220.1K
5USACUSA COMPRESSION PARTNERS LPhistory →COMUNIT LTDPAR3.23%$5M225.4K
6GOOGALPHABET INCCAP STK CL C · CAP STK CL A2.99%$5M20.6K
7MPLXMPLX LPhistory →COM UNIT REP LTD2.90%$5M97.3K
8AAPLAPPLE INChistory →COM2.26%$4M14.9K
9AMZNAMAZON COM INChistory →COM1.39%$2M10.6K
10UBERUBER TECHNOLOGIES INChistory →COM1.36%$2M23.3K
11VSTVISTRA CORPhistory →COM1.35%$2M11.6K
12BABOEING COhistory →COM1.14%$2M8.8K
13SPOTIFY TECHNOLOGY S ASHS1.07%$2M2.6K
14EXMOCEXXON MOBIL CORPCOM1.00%$2M14.8K
15DELLDELL TECHNOLOGIES INCCL C0.88%$1M10.4K
16PWRQUANTA SVCS INCCOM0.88%$1M3.6K
17EPDENTERPRISE PRODS PARTNERS LCOM0.86%$1M45.9K
18MSFTMICROSOFT CORPCOM0.85%$1M2.8K
19TSMTAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS0.79%$1M4.7K
20NVDANVIDIA CORPORATIONCOM0.60%$1M5.4K
21ABNBAIRBNB INCCOM CL A0.48%$803,3156.6K
22VANGUARD SCOTTSDALE FDSINT-TERM CORP · SHRT TRM CORP BD0.48%$802,5659.8K
23SPDR SERIES TRUSTPORTFLI INTRMDIT0.46%$776,92826.9K
24SHOPSHOPIFY INCCL A SUB VTG SHS0.44%$742,6045.0K
25TORTOISE CAPITAL SERIES TRUSNORTH AMERN PIPE0.44%$730,05020.0K
26EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF0.38%$634,2399.7K
27AFBIAFFINITY BANCSHARES INCCOM0.32%$530,82326.9K
28BABAALIBABA GROUP HLDG LTDSPONSORED ADS0.31%$513,8882.9K
29VANECK ETF TRUSTVIDEO GMNG ESPRT0.31%$513,4654.2K
30JNJJOHNSON & JOHNSONCOM0.29%$480,1012.6K
31MDYSPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP0.28%$463,834778
32DUKDUKE ENERGY CORP NEWCOM NEW0.27%$460,6253.7K
33METAMETA PLATFORMS INCCL A0.27%$458,675625
34AFLAFLAC INCCOM0.24%$398,8683.6K
35NSCNORFOLK SOUTHN CORPCOM0.21%$358,4611.2K
36PYPLPAYPAL HLDGS INCCOM0.18%$298,7524.5K
37TAT&T INCCOM0.18%$295,24110.5K
38PEPPEPSICO INCCOM0.17%$290,5862.1K
39APHAMPHENOL CORP NEWCL A0.13%$224,6331.8K
40BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.13%$220,200438

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$159M55May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$179M57Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$168M53Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$145M50Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$119M44Apr 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$144M49Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$144M50Oct 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$131M48Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$114M47Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$101M44Feb 9, 202413F-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 ↗.