Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Obsidian Personal Planning Solutions

Latest statistics and disclosures from Obsidian Personal Planning Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPIB, VTV, IJR, SPDW, VMBS, and represent 36.30% of Obsidian Personal Planning Solutions's stock portfolio.
Added to shares of these 10 stocks: SPIB (+$15M), SCHD, MDYG, JMUB, IJR, VMBS, VTV, EFG, SPDW, SPEM.
Started 12 new stock positions in JMUB, TJX, AON, VCSH, SHW, MDYG, TMUS, LMT, BK, DE. MA, PGR.
Reduced shares in these 10 stocks: , SUB, LRCX, PPG, , MTGP, , VTIP, AGGY, VUG.
Sold out of its positions in ADBE, SUB, LRCX, PPG, SPSB, VLO, VTIP, MTGP.
Obsidian Personal Planning Solutions was a net buyer of stock by $25M.
Obsidian Personal Planning Solutions has $191M in assets under management (AUM), dropping by 16.78%.
Central Index Key (CIK): 0001909128

Tip: Access up to 7 years of quarterly data

Positions held by Obsidian Personal Planning Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions holds 101 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio Intrmd (SPIB)	12.5	$24M	+161%	723k	33.05	View chart
Vanguard Index Fds Value Etf (VTV)	8.3	$16M	+7%	92k	172.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	7.2	$14M	+10%	121k	113.92	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.2	$8.1M	+11%	227k	35.68	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.1	$7.8M	+16%	171k	45.81	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	3.9	$7.5M	+6%	91k	82.37	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	3.8	$7.4M	+8%	121k	61.13	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.6	$6.9M	+12%	136k	51.03	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.6	$6.9M	+8%	199k	34.83	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.5	$6.6M	+16%	66k	100.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.4	$6.5M	+222%	232k	28.23	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	3.2	$6.1M	+12%	102k	60.13	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.8	$5.4M	+17%	134k	40.21	View chart
Spdr Ser Tr Aerospace Def (XAR)	2.8	$5.3M	+10%	35k	153.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	2.6	$5.0M	+10%	138k	36.46	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	2.6	$5.0M	+7%	124k	40.26	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	2.3	$4.5M	NEW	51k	86.65	View chart
Apple (AAPL)	2.1	$4.1M		18k	225.90	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	1.8	$3.4M	+9%	37k	93.39	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.7	$3.2M	NEW	63k	50.51	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	1.6	$3.1M	+12%	63k	50.15	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$2.5M	-3%	6.5k	382.91	View chart
Microsoft Corporation (MSFT)	1.1	$2.2M		5.3k	406.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$1.6M	-2%	32k	50.10	View chart
International Business Machines (IBM)	0.6	$1.2M		6.0k	206.72	View chart
Costco Wholesale Corporation (COST)	0.5	$970k		1.1k	874.18	View chart
Pepsi (PEP)	0.5	$928k		5.6k	166.09	View chart
Amazon (AMZN)	0.5	$906k	+2%	4.9k	186.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$882k	-2%	19k	46.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$684k		1.5k	451.07	View chart
Caterpillar (CAT)	0.3	$582k	-10%	1.5k	376.20	View chart
JPMorgan Chase & Co. (JPM)	0.3	$573k		2.6k	221.95	View chart
Texas Instruments Incorporated (TXN)	0.3	$567k		2.8k	203.16	View chart
Meta Platforms Cl A (META)	0.3	$560k		986.00	567.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$552k	+4%	3.2k	171.13	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$549k		2.5k	222.25	View chart
Marriott Intl Cl A (MAR)	0.3	$514k	-2%	2.0k	260.02	View chart
Procter & Gamble Company (PG)	0.3	$508k		3.1k	165.18	View chart
Visa Com Cl A (V)	0.3	$507k	-2%	1.8k	289.77	View chart
Union Pacific Corporation (UNP)	0.3	$502k		2.2k	232.04	View chart
Danaher Corporation (DHR)	0.3	$501k		2.0k	245.72	View chart
McDonald's Corporation (MCD)	0.3	$500k	-2%	1.7k	292.10	View chart
Raytheon Technologies Corp (RTX)	0.2	$478k		4.0k	120.99	View chart
Honeywell International (HON)	0.2	$466k		2.3k	205.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$462k		3.6k	127.78	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$419k		2.5k	167.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$401k	+22%	768.00	522.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$391k		1.7k	235.64	View chart
Bank of America Corporation (BAC)	0.2	$388k		9.3k	41.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$378k		2.2k	172.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$371k		649.00	571.24	View chart
Abbvie (ABBV)	0.2	$366k		1.8k	203.87	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$364k		1.5k	243.82	View chart
Johnson & Johnson (JNJ)	0.2	$357k	-8%	2.2k	159.86	View chart
Camtek Ord (CAMT)	0.2	$348k		4.4k	79.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$348k		1.7k	198.80	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$331k		9.2k	35.95	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$331k	-13%	4.0k	82.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$318k		1.2k	262.71	View chart
Waste Management (WM)	0.2	$313k		1.5k	215.85	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$311k		3.1k	100.68	View chart
AFLAC Incorporated (AFL)	0.2	$298k		2.8k	104.78	View chart
American Express Company (AXP)	0.1	$283k		1.0k	270.08	View chart
Home Depot (HD)	0.1	$275k		699.00	393.75	View chart
Merck & Co (MRK)	0.1	$271k		2.6k	102.32	View chart
CSX Corporation (CSX)	0.1	$266k	+6%	7.9k	33.64	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$262k		3.3k	79.91	View chart
NVIDIA Corporation (NVDA)	0.1	$260k	-6%	2.0k	132.76	View chart
Cisco Systems (CSCO)	0.1	$258k	-3%	4.7k	54.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$257k		4.2k	61.85	View chart
Verizon Communications (VZ)	0.1	$256k		6.1k	42.13	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$254k		1.8k	144.43	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$254k	+2%	953.00	266.84	View chart
Duke Energy Corp Com New (DUK)	0.1	$248k	-13%	2.2k	115.27	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$247k	-3%	2.3k	107.03	View chart
Yum! Brands (YUM)	0.1	$247k		1.9k	131.16	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$246k	-6%	3.2k	76.35	View chart
At&t (T)	0.1	$246k		11k	22.54	View chart
Chevron Corporation (CVX)	0.1	$245k		1.6k	148.82	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$238k		2.6k	92.04	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	0.1	$236k		6.8k	34.60	View chart
Metropcs Communications (TMUS)	0.1	$235k	NEW	1.1k	223.16	View chart
Applied Materials (AMAT)	0.1	$228k		1.3k	181.58	View chart
Sherwin-Williams Company (SHW)	0.1	$226k	NEW	631.00	358.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$226k		1.2k	194.64	View chart
Bank of New York Mellon Corporation (BK)	0.1	$223k	NEW	3.0k	75.36	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$221k		1.2k	188.11	View chart
Broadcom (AVGO)	0.1	$219k	+820%	1.3k	169.77	View chart
Linde SHS (LIN)	0.1	$216k		473.00	456.15	View chart
Deere & Company (DE)	0.1	$215k	NEW	532.00	404.69	View chart
Mastercard Incorporated Cl A (MA)	0.1	$215k	NEW	430.00	499.32	View chart
Progressive Corporation (PGR)	0.1	$214k	NEW	883.00	242.83	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$214k	-35%	4.9k	43.51	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$211k		615.00	342.82	View chart
McKesson Corporation (MCK)	0.1	$207k		414.00	500.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$204k	NEW	2.6k	78.42	View chart
Aon Shs Cl A (AON)	0.1	$204k	NEW	555.00	366.87	View chart
TJX Companies (TJX)	0.1	$202k	NEW	1.8k	113.03	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$201k	-4%	1.6k	124.61	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$201k	-14%	2.6k	77.64	View chart
Lockheed Martin Corporation (LMT)	0.1	$200k	NEW	366.00	546.80	View chart

Past Filings by Obsidian Personal Planning Solutions

SEC 13F filings are viewable for Obsidian Personal Planning Solutions going back to 2022

Obsidian Personal Planning Solutions 2024 Q3 filed Nov. 7, 2024
Obsidian Personal Planning Solutions 2024 Q2 filed July 25, 2024
Obsidian Personal Planning Solutions 2024 Q1 filed May 9, 2024
Obsidian Personal Planning Solutions 2023 Q4 filed Feb. 1, 2024
Obsidian Personal Planning Solutions 2023 Q2 filed Nov. 27, 2023
Obsidian Personal Planning Solutions 2023 Q3 restated filed Nov. 27, 2023
Obsidian Personal Planning Solutions 2023 Q3 filed Nov. 16, 2023
Obsidian Personal Planning Solutions 2023 Q1 filed April 11, 2023
Obsidian Personal Planning Solutions 2022 Q4 filed Jan. 18, 2023
Obsidian Personal Planning Solutions 2022 Q3 filed Oct. 11, 2022
Obsidian Personal Planning Solutions 2022 Q2 filed July 19, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z