Obsidian Personal Planning Solutions LLC
13F Reported Value
ⓘ$288.0M
Holdings
119
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
Obsidian Personal Planning Solutions LLC disclosed 119 positions worth $288.0M in its Form 13F-HR for Q3 2025. During the quarter the fund opened 7 new positions and exited 2 — including a new stake in $XOM and a full exit from $PGR. The portfolio is most concentrated in Other (88.4% of disclosed assets). All figures are sourced directly from Obsidian Personal Planning Solutions LLC’s Form 13F-HR filing with the SEC under CIK 1909128.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
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ISHARES TR
—Quality
$26.5M1,178,521 shSPDR SERIES TRUST
—Quality
$22.6M667,870 shISHARES TR
—Quality
$16.8M142,417 shVANGUARD INDEX FDS
—Quality
$15.6M83,774 shJ P MORGAN EXCHANGE TRADED F
—Quality
$13.9M298,749 shSCHWAB STRATEGIC TR
—Quality
$12.3M458,722 shSPDR INDEX SHS FDS
—Quality
$12.1M278,664 shSPDR SERIES TRUST
—Quality
$11.1M102,330 shISHARES TR
—Quality
$10.9M94,155 shCAPITAL GROUP GROWTH ETF
—Quality
$10.7M237,737 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $26.5M | 1,178,521 |
| SPDR SERIES TRUST | — | $22.6M | 667,870 |
| ISHARES TR | — | $16.8M | 142,417 |
| VANGUARD INDEX FDS | — | $15.6M | 83,774 |
| J P MORGAN EXCHANGE TRADED F | — | $13.9M | 298,749 |
| SCHWAB STRATEGIC TR | — | $12.3M | 458,722 |
| SPDR INDEX SHS FDS | — | $12.1M | 278,664 |
| SPDR SERIES TRUST | — | $11.1M | 102,330 |
| ISHARES TR | — | $10.9M | 94,155 |
| CAPITAL GROUP GROWTH ETF | — | $10.7M | 237,737 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Obsidian Personal Planning Solutions LLC's 119 positions.
Showing top 10 of 119 holdings.
Sector Allocation
Other
$254.7M
Technology
$12.7M
Industrials
$5.9M
Financials
$5.1M
Consumer Discretionary
$4.7M
Consumer Staples
$1.7M
Healthcare
$1.2M
Communication Services
$711,744
Full Holdings — Obsidian Personal Planning Solutions LLC (Q3 2025)
All 119 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $26.5M | 9.2% | +226% | — |
| 2 | — | SPDR SERIES TRUST | $22.6M | 7.9% | +1% | — |
| 3 | — | ISHARES TR | $16.8M | 5.8% | +2% | — |
| 4 | — | VANGUARD INDEX FDS | $15.6M | 5.4% | +3% | — |
| 5 | — | J P MORGAN EXCHANGE TRADED F | $13.9M | 4.8% | +4% | — |
| 6 | — | SCHWAB STRATEGIC TR | $12.3M | 4.3% | +6% | — |
| 7 | — | SPDR INDEX SHS FDS | $12.1M | 4.2% | +3% | — |
| 8 | — | SPDR SERIES TRUST | $11.1M | 3.8% | +2% | — |
| 9 | — | ISHARES TR | $10.9M | 3.8% | +5% | — |
| 10 | — | CAPITAL GROUP GROWTH ETF | $10.7M | 3.7% | +5% | — |
| 11 | — | SPDR SERIES TRUST | $10.3M | 3.6% | -0% | — |
| 12 | — | VANGUARD SCOTTSDALE FDS | $9.1M | 3.1% | +3% | — |
| 13 | — | FIRST TR EXCHANGE TRADED FD | $8.8M | 3.1% | +2% | — |
| 14 | — | INVESCO EXCH TRADED FD TR II | $7.9M | 2.8% | +3% | — |
| 15 | — | ISHARES TR | $7.9M | 2.8% | +3% | — |
| 16 | — | SPDR SERIES TRUST | $7.0M | 2.4% | +4% | — |
| 17 | — | SPDR INDEX SHS FDS | $6.4M | 2.2% | +1% | — |
| 18 |  $AAPL | Apple Inc. | $4.8M | 1.7% | +1% | 76.1 |
| 19 | — | VANGUARD WORLD FD | $4.8M | 1.7% | +3% | — |
| 20 | — | SELECT SECTOR SPDR TR | $4.6M | 1.6% | +9% | — |
| 21 | — | J P MORGAN EXCHANGE TRADED F | $3.9M | 1.3% | +10% | — |
| 22 | — | SELECT SECTOR SPDR TR | $3.7M | 1.3% | +7% | — |
| 23 | — | ISHARES U S ETF TR | $3.5M | 1.2% | +3% | — |
| 24 | — | SELECT SECTOR SPDR TR | $3.2M | 1.1% | +8% | — |
| 25 |  $MSFT | MICROSOFT CORP | $3.0M | 1.0% | +14% | 83.7 |
| 26 | — | VANGUARD INDEX FDS | $3.0M | 1.0% | -3% | — |
| 27 | — | INVESCO EXCHANGE TRADED FD T | $1.9M | 0.7% | -3% | — |
| 28 | — | VANGUARD TAX-MANAGED FDS | $1.9M | 0.7% | -1% | — |
| 29 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.8M | 0.6% | +0% | 66.7 |
| 30 |  $AMZN | AMAZON COM INC | $1.5M | 0.5% | +6% | 74.6 |
| 31 | — | VANGUARD INDEX FDS | $1.5M | 0.5% | -2% | — |
| 32 | — | INVESCO EXCHANGE TRADED FD T | $1.3M | 0.5% | -4% | — |
| 33 |  $CAT | CATERPILLAR INC | $984,228 | 0.3% | -1% | 67.8 |
| 34 |  $COST | COSTCO WHOLESALE CORP /NEW | $966,137 | 0.3% | +0% | 67 |
| 35 | — | VANGUARD INTL EQUITY INDEX F | $960,584 | 0.3% | -1% | — |
| 36 |  $GOOG | Alphabet Inc. | $837,245 | 0.3% | +6% | 80.2 |
| 37 |  $PEP | PEPSICO INC | $805,851 | 0.3% | +2% | 62.7 |
| 38 |  $JPM | JPMORGAN CHASE & CO | $801,134 | 0.3% | +1% | 35.6 |
| 39 | — | SELECT SECTOR SPDR TR | $787,254 | 0.3% | -0% | — |
| 40 |  $RTX | RTX Corp | $782,722 | 0.3% | +11% | 70 |
| 41 |  $META | Meta Platforms, Inc. | $730,164 | 0.3% | +4% | 80.9 |
| 42 |  $BRK.B | BERKSHIRE HATHAWAY INC | $686,941 | 0.2% | -5% | 64.5 |
| 43 |  $V | VISA INC. | $621,169 | 0.2% | +4% | 83.5 |
| 44 |  $GOOGL | Alphabet Inc. | $604,790 | 0.2% | +1% | 80.2 |
| 45 | — | VANGUARD WHITEHALL FDS | $587,484 | 0.2% | +0% | — |
| 46 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $556,338 | 0.2% | +90% | 65.9 |
| 47 |  $CSX | CSX CORP | $541,056 | 0.2% | +0% | 66.4 |
| 48 |  $BAC | BANK OF AMERICA CORP /DE/ | $532,307 | 0.2% | +10% | 68.4 |
| 49 |  $JNJ | JOHNSON & JOHNSON | $525,625 | 0.2% | +26% | 72.8 |
| 50 | — | ISHARES TR | $519,404 | 0.2% | +0% | — |
| 51 | — | CAPITAL GROUP DIVIDEND VALUE | $508,678 | 0.2% | +4% | — |
| 52 |  $AVGO | Broadcom Inc. | $482,367 | 0.2% | +3% | 86.4 |
| 53 |  $CAMT | CAMTEK LTD | $480,174 | 0.2% | -3% | — |
| 54 |  $MCD | MCDONALDS CORP | $473,351 | 0.2% | -7% | 73.9 |
| 55 |  $TXN | TEXAS INSTRUMENTS INC | $450,473 | 0.2% | +0% | 70.4 |
| 56 |  $UNP | UNION PACIFIC CORP | $439,923 | 0.1% | -8% | 74 |
| 57 | — | VANGUARD INDEX FDS | $436,099 | 0.1% | +0% | — |
| 58 |  $LRCX | LAM RESEARCH CORP | $426,874 | 0.1% | -0% | 82.4 |
| 59 | — | VANGUARD INDEX FDS | $419,969 | 0.1% | +0% | — |
| 60 |  $XOM | EXXON MOBIL CORP | $416,717 | 0.1% | NEW | 61.8 |
| 61 |  $DHR | DANAHER CORP /DE/ | $415,932 | 0.1% | -1% | 63.9 |
| 62 |  $HON | HONEYWELL INTERNATIONAL INC | $413,532 | 0.1% | +0% | 65.7 |
| 63 |  $ABBV | AbbVie Inc. | $409,261 | 0.1% | +7% | 59.3 |
| 64 | — | VANGUARD STAR FDS | $402,703 | 0.1% | +0% | — |
| 65 | — | ISHARES TR | $380,006 | 0.1% | +0% | — |
| 66 |  $AXP | AMERICAN EXPRESS CO | $376,963 | 0.1% | +0% | 73.2 |
| 67 | — | WISDOMTREE TR | $376,138 | 0.1% | +0% | — |
| 68 |  $BX | Blackstone Inc. | $368,800 | 0.1% | +1% | 68 |
| 69 |  $MA | Mastercard Inc | $367,509 | 0.1% | -3% | 81.7 |
| 70 |  $CSCO | CISCO SYSTEMS, INC. | $362,260 | 0.1% | +5% | 72.3 |
| 71 | — | VANGUARD INDEX FDS | $356,368 | 0.1% | +0% | — |
| 72 |  $MCK | MCKESSON CORP | $345,631 | 0.1% | +3% | 63.7 |
| 73 | — | VANGUARD INDEX FDS | $342,401 | 0.1% | +0% | — |
| 74 | — | WISDOMTREE TR | $332,427 | 0.1% | +0% | — |
| 75 |  $NVDA | NVIDIA CORP | $318,112 | 0.1% | +11% | 90.2 |
| 76 |  $__PARK_1390777 | Bank of New York Mellon Corp | $317,098 | 0.1% | -0% | 36.7 |
| 77 | — | PIMCO ETF TR | $310,729 | 0.1% | +0% | — |
| 78 |  $PG | PROCTER & GAMBLE Co | $309,161 | 0.1% | -1% | 72.9 |
| 79 | — | SELECT SECTOR SPDR TR | $296,669 | 0.1% | +0% | — |
| 80 | — | SELECT SECTOR SPDR TR | $291,802 | 0.1% | +0% | — |
| 81 | — | ISHARES TR | $288,716 | 0.1% | +0% | — |
| 82 |  $COR | Cencora, Inc. | $288,490 | 0.1% | +0% | 59.6 |
| 83 |  $WM | WASTE MANAGEMENT INC | $287,869 | 0.1% | +0% | 70.7 |
| 84 |  $T | AT&T INC. | $283,269 | 0.1% | +9% | 71.9 |
| 85 |  $COF | CAPITAL ONE FINANCIAL CORP | $280,552 | 0.1% | +0% | 71 |
| 86 | — | VANGUARD ADMIRAL FDS INC | $276,873 | 0.1% | +0% | — |
| 87 |  $HD | HOME DEPOT, INC. | $269,509 | 0.1% | +5% | 69.2 |
| 88 |  $DUK | Duke Energy CORP | $267,742 | 0.1% | +0% | 64 |
| 89 | — | VANGUARD INDEX FDS | $264,236 | 0.1% | -2% | — |
| 90 |  $BLK | BlackRock, Inc. | $264,206 | 0.1% | NEW | 70.3 |
| 91 |  $AFL | AFLAC INC | $261,544 | 0.1% | -14% | 60.3 |
| 92 |  $LYFT | Lyft, Inc. | $258,185 | 0.1% | NEW | 63.1 |
| 93 | — | ISHARES GOLD TR | $254,969 | 0.1% | +0% | — |
| 94 | — | VANGUARD WORLD FD | $254,620 | 0.1% | +0% | — |
| 95 |  $VLO | VALERO ENERGY CORP/TX | $254,340 | 0.1% | +0% | 51.4 |
| 96 |  $DE | DEERE & CO | $245,587 | 0.1% | +0% | 57.4 |
| 97 | — | SPDR GOLD TR | $244,800 | 0.1% | NEW | — |
| 98 |  $TFC | TRUIST FINANCIAL CORP | $243,100 | 0.1% | NEW | — |
| 99 |  $TJX | TJX COMPANIES INC /DE/ | $243,003 | 0.1% | -0% | 70.7 |
| 100 | — | WISDOMTREE TR | $237,415 | 0.1% | +0% | — |
| 101 | — | VANGUARD ADMIRAL FDS INC | $237,103 | 0.1% | -9% | — |
| 102 |  $YUM | YUM BRANDS INC | $236,892 | 0.1% | +0% | 71.7 |
| 103 | — | VANGUARD INDEX FDS | $234,224 | 0.1% | +0% | — |
| 104 |  $MRK | Merck & Co., Inc. | $233,694 | 0.1% | -2% | 70.9 |
| 105 |  $WMT | Walmart Inc. | $233,422 | 0.1% | -6% | 63.2 |
| 106 | — | ISHARES TR | $233,017 | 0.1% | -6% | — |
| 107 | — | SPINNAKER ETF SERIES | $232,180 | 0.1% | NEW | — |
| 108 | — | VANGUARD SCOTTSDALE FDS | $227,795 | 0.1% | +10% | — |
| 109 |  $TMUS | T-Mobile US, Inc. | $225,174 | 0.1% | +2% | 72.7 |
| 110 | — | FIRST TR EXCHNG TRADED FD VI | $220,633 | 0.1% | +0% | — |
| 111 | — | WISDOMTREE TR | $220,216 | 0.1% | -3% | — |
| 112 |  $SHW | SHERWIN WILLIAMS CO | $217,657 | 0.1% | +0% | 65.3 |
| 113 | — | WISDOMTREE TR | $216,140 | 0.1% | +0% | — |
| 114 | — | ISHARES TR | $212,542 | 0.1% | +179% | — |
| 115 | — | ISHARES TR | $209,398 | 0.1% | +121% | — |
| 116 |  $SHOP | SHOPIFY INC. | $206,893 | 0.1% | NEW | — |
| 117 | — | VANGUARD BD INDEX FDS | $205,612 | 0.1% | +0% | — |
| 118 | — | ISHARES TR | $204,231 | 0.1% | -11% | — |
| 119 |  $VZ | VERIZON COMMUNICATIONS INC | $203,301 | 0.1% | -11% | 71.6 |
New Positions (7)
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