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.R34088 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
13fpro.ai/research/fund/obsidian-personal-planning-solutions-llc-1909128
AUM History
13fpro.ai/research/fund/obsidian-personal-planning-solutions-llc-1909128
Top Equity Holdings by Value
13fpro.ai/research/fund/obsidian-personal-planning-solutions-llc-1909128
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
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 | Apple Inc. | $4.8M | 1.7% | +1% | 76.3 | |
| 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 | MICROSOFT CORP | $3.0M | 1.0% | +14% | 79.7 | |
| 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 | INTERNATIONAL BUSINESS MACHINES CORP | $1.8M | 0.6% | +0% | 69.7 | |
| 30 | AMAZON COM INC | $1.5M | 0.5% | +6% | 68.4 | |
| 31 | — | VANGUARD INDEX FDS | $1.5M | 0.5% | -2% | — |
| 32 | — | INVESCO EXCHANGE TRADED FD T | $1.3M | 0.5% | -4% | — |
| 33 | CATERPILLAR INC | $984,228 | 0.3% | -1% | 66.3 | |
| 34 | COSTCO WHOLESALE CORP /NEW | $966,137 | 0.3% | +0% | 65.9 | |
| 35 | — | VANGUARD INTL EQUITY INDEX F | $960,584 | 0.3% | -1% | — |
| 36 | Alphabet Inc. | $837,245 | 0.3% | +6% | 78.1 | |
| 37 | PEPSICO INC | $805,851 | 0.3% | +2% | 63.2 | |
| 38 | JPMORGAN CHASE & CO | $801,134 | 0.3% | +1% | 70.3 | |
| 39 | — | SELECT SECTOR SPDR TR | $787,254 | 0.3% | -0% | — |
| 40 | RTX Corp | $782,722 | 0.3% | +11% | 73.1 | |
| 41 | Meta Platforms, Inc. | $730,164 | 0.3% | +4% | 79.6 | |
| 42 | BERKSHIRE HATHAWAY INC | $686,941 | 0.2% | -5% | 73.6 | |
| 43 | VISA INC. | $621,169 | 0.2% | +4% | 82.7 | |
| 44 | Alphabet Inc. | $604,790 | 0.2% | +1% | 78.1 | |
| 45 | — | VANGUARD WHITEHALL FDS | $587,484 | 0.2% | +0% | — |
| 46 | MARRIOTT INTERNATIONAL INC /MD/ | $556,338 | 0.2% | +90% | 61.3 | |
| 47 | CSX CORP | $541,056 | 0.2% | +0% | 64.9 | |
| 48 | BANK OF AMERICA CORP /DE/ | $532,307 | 0.2% | +10% | 67.3 | |
| 49 | JOHNSON & JOHNSON | $525,625 | 0.2% | +26% | 68.8 | |
| 50 | — | ISHARES TR | $519,404 | 0.2% | +0% | — |
| 51 | — | CAPITAL GROUP DIVIDEND VALUE | $508,678 | 0.2% | +4% | — |
| 52 | Broadcom Inc. | $482,367 | 0.2% | +3% | 84.4 | |
| 53 | CAMTEK LTD | $480,174 | 0.2% | -3% | — | |
| 54 | MCDONALDS CORP | $473,351 | 0.2% | -7% | 68.6 | |
| 55 | TEXAS INSTRUMENTS INC | $450,473 | 0.2% | +0% | 73.2 | |
| 56 | UNION PACIFIC CORP | $439,923 | 0.1% | -8% | 69.5 | |
| 57 | — | VANGUARD INDEX FDS | $436,099 | 0.1% | +0% | — |
| 58 | LAM RESEARCH CORP | $426,874 | 0.1% | -0% | 79.3 | |
| 59 | — | VANGUARD INDEX FDS | $419,969 | 0.1% | +0% | — |
| 60 | EXXON MOBIL CORP | $416,717 | 0.1% | NEW | 57.7 | |
| 61 | DANAHER CORP /DE/ | $415,932 | 0.1% | -1% | 64.6 | |
| 62 | HONEYWELL INTERNATIONAL INC | $413,532 | 0.1% | +0% | 66.5 | |
| 63 | AbbVie Inc. | $409,261 | 0.1% | +7% | 72.5 | |
| 64 | — | VANGUARD STAR FDS | $402,703 | 0.1% | +0% | — |
| 65 | — | ISHARES TR | $380,006 | 0.1% | +0% | — |
| 66 | AMERICAN EXPRESS CO | $376,963 | 0.1% | +0% | 69.1 | |
| 67 | — | WISDOMTREE TR | $376,138 | 0.1% | +0% | — |
| 68 | Blackstone Inc. | $368,800 | 0.1% | +1% | 74.2 | |
| 69 | Mastercard Inc | $367,509 | 0.1% | -3% | 85 | |
| 70 | CISCO SYSTEMS, INC. | $362,260 | 0.1% | +5% | 70.1 | |
| 71 | — | VANGUARD INDEX FDS | $356,368 | 0.1% | +0% | — |
| 72 | MCKESSON CORP | $345,631 | 0.1% | +3% | 63.2 | |
| 73 | — | VANGUARD INDEX FDS | $342,401 | 0.1% | +0% | — |
| 74 | — | WISDOMTREE TR | $332,427 | 0.1% | +0% | — |
| 75 | NVIDIA CORP | $318,112 | 0.1% | +11% | 85.9 | |
| 76 | Bank of New York Mellon Corp | $317,098 | 0.1% | -0% | 73.8 | |
| 77 | — | PIMCO ETF TR | $310,729 | 0.1% | +0% | — |
| 78 | PROCTER & GAMBLE Co | $309,161 | 0.1% | -1% | 64.4 | |
| 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 | Cencora, Inc. | $288,490 | 0.1% | +0% | 60.9 | |
| 83 | WASTE MANAGEMENT INC | $287,869 | 0.1% | +0% | 67.2 | |
| 84 | AT&T INC. | $283,269 | 0.1% | +9% | 65.5 | |
| 85 | CAPITAL ONE FINANCIAL CORP | $280,552 | 0.1% | +0% | 62.1 | |
| 86 | — | VANGUARD ADMIRAL FDS INC | $276,873 | 0.1% | +0% | — |
| 87 | HOME DEPOT, INC. | $269,509 | 0.1% | +5% | 60.1 | |
| 88 | Duke Energy CORP | $267,742 | 0.1% | +0% | 56 | |
| 89 | — | VANGUARD INDEX FDS | $264,236 | 0.1% | -2% | — |
| 90 | BlackRock, Inc. | $264,206 | 0.1% | NEW | 69.8 | |
| 91 | AFLAC INC | $261,544 | 0.1% | -14% | 61.1 | |
| 92 | Lyft, Inc. | $258,185 | 0.1% | NEW | 72.6 | |
| 93 | — | ISHARES GOLD TR | $254,969 | 0.1% | +0% | — |
| 94 | — | VANGUARD WORLD FD | $254,620 | 0.1% | +0% | — |
| 95 | VALERO ENERGY CORP/TX | $254,340 | 0.1% | +0% | 57.5 | |
| 96 | DEERE & CO | $245,587 | 0.1% | +0% | 55.3 | |
| 97 | — | SPDR GOLD TR | $244,800 | 0.1% | NEW | — |
| 98 | TRUIST FINANCIAL CORP | $243,100 | 0.1% | NEW | 76.2 | |
| 99 | TJX COMPANIES INC /DE/ | $243,003 | 0.1% | -0% | 68.4 | |
| 100 | — | WISDOMTREE TR | $237,415 | 0.1% | +0% | — |
| 101 | — | VANGUARD ADMIRAL FDS INC | $237,103 | 0.1% | -9% | — |
| 102 | YUM BRANDS INC | $236,892 | 0.1% | +0% | 73.4 | |
| 103 | — | VANGUARD INDEX FDS | $234,224 | 0.1% | +0% | — |
| 104 | Merck & Co., Inc. | $233,694 | 0.1% | -2% | 59.7 | |
| 105 | Walmart Inc. | $233,422 | 0.1% | -6% | 59.9 | |
| 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 | T-Mobile US, Inc. | $225,174 | 0.1% | +2% | 68.8 | |
| 110 | — | FIRST TR EXCHNG TRADED FD VI | $220,633 | 0.1% | +0% | — |
| 111 | — | WISDOMTREE TR | $220,216 | 0.1% | -3% | — |
| 112 | SHERWIN WILLIAMS CO | $217,657 | 0.1% | +0% | 60.9 | |
| 113 | — | WISDOMTREE TR | $216,140 | 0.1% | +0% | — |
| 114 | — | ISHARES TR | $212,542 | 0.1% | +38% | — |
| 115 | — | ISHARES TR | $209,398 | 0.1% | +10% | — |
| 116 | SHOPIFY INC. | $206,893 | 0.1% | NEW | 64.9 | |
| 117 | — | VANGUARD BD INDEX FDS | $205,612 | 0.1% | +0% | — |
| 118 | — | ISHARES TR | $204,231 | 0.1% | -11% | — |
| 119 | VERIZON COMMUNICATIONS INC | $203,301 | 0.1% | -11% | 65.5 |
New Positions (7)
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