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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, SPYG, and represent 35.96% of Obsidian Personal Planning Solutions's stock portfolio.
Added to shares of these 10 stocks: IJR, SPIB, VTV, VMBS, SPDW, EFG, IWR, CGGR, MDYG, VOO.
Started 6 new stock positions in WMT, COR, DFS, IWR, LRCX, SPSB.
Reduced shares in these 10 stocks: AMAT, LMT, PG, VUG, MSFT, AAPL, COST, CVX, HON, VEA.
Sold out of its positions in AMAT, LMT.
Obsidian Personal Planning Solutions was a net buyer of stock by $10M.
Obsidian Personal Planning Solutions has $207M in assets under management (AUM), dropping by 8.33%.
Central Index Key (CIK): 0001909128

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Portfolio Holdings for Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions holds 105 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio Intrmd (SPIB)	11.9	$25M	+3%	748k	32.95	View chart
Vanguard Index Fds Value Etf (VTV)	8.2	$17M	+4%	96k	176.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	7.5	$16M	+8%	131k	118.44	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.2	$8.7M	+7%	244k	35.63	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	4.2	$8.6M	+4%	96k	90.20	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.1	$8.5M	+8%	186k	45.60	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	4.0	$8.3M	+5%	211k	39.31	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	3.7	$7.7M	+3%	125k	62.00	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.5	$7.3M	+5%	143k	51.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.5	$7.3M	+8%	72k	101.78	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	3.4	$7.1M	+3%	106k	67.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.3	$6.8M	+5%	244k	27.83	View chart
Spdr Ser Tr Aerospace Def (XAR)	3.1	$6.4M	+4%	36k	175.46	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.7	$5.5M	+6%	143k	38.73	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	2.6	$5.4M	+3%	129k	42.00	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	2.4	$5.1M	+9%	56k	90.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	2.3	$4.8M		139k	34.16	View chart
Apple (AAPL)	2.0	$4.2M		18k	235.99	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	1.7	$3.5M	+7%	39k	88.79	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.6	$3.4M	+6%	67k	50.39	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.6	$3.3M	+4%	66k	50.21	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$2.6M	-3%	6.3k	418.36	View chart
Microsoft Corporation (MSFT)	1.0	$2.1M	-4%	5.1k	415.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.5M		31k	49.94	View chart
International Business Machines (IBM)	0.7	$1.5M		6.0k	255.70	View chart
Amazon (AMZN)	0.6	$1.2M	+7%	5.2k	237.68	View chart
Costco Wholesale Corporation (COST)	0.5	$1.0M	-4%	1.1k	979.88	View chart
Pepsi (PEP)	0.4	$843k		5.6k	150.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$834k		19k	44.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$832k	+95%	1.5k	553.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$714k		1.5k	468.52	View chart
JPMorgan Chase & Co. (JPM)	0.3	$679k		2.5k	267.30	View chart
Meta Platforms Cl A (META)	0.3	$679k		985.00	689.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$663k		3.3k	204.04	View chart
Visa Com Cl A (V)	0.3	$602k		1.8k	341.71	View chart
Caterpillar (CAT)	0.3	$602k	+4%	1.6k	371.44	View chart
Marriott Intl Cl A (MAR)	0.3	$587k	+2%	2.0k	290.59	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$570k		2.5k	230.82	View chart
Union Pacific Corporation (UNP)	0.3	$537k		2.2k	247.84	View chart
Texas Instruments Incorporated (TXN)	0.2	$515k		2.8k	184.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$514k	NEW	5.6k	92.07	View chart
Raytheon Technologies Corp (RTX)	0.2	$510k		4.0k	128.95	View chart
McDonald's Corporation (MCD)	0.2	$489k		1.7k	288.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$484k	+23%	801.00	604.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$478k		3.6k	132.36	View chart
Honeywell International (HON)	0.2	$476k	-6%	2.1k	223.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$445k		2.2k	205.60	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$443k		2.5k	177.11	View chart
Danaher Corporation (DHR)	0.2	$435k	-4%	2.0k	222.70	View chart
Bank of America Corporation (BAC)	0.2	$429k		9.3k	46.30	View chart
Camtek Ord (CAMT)	0.2	$414k		4.4k	94.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$411k		1.6k	249.64	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$404k		1.5k	270.46	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$374k	+10%	10k	36.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$359k		1.7k	205.32	View chart
Procter & Gamble Company (PG)	0.2	$345k	-32%	2.1k	165.99	View chart
Johnson & Johnson (JNJ)	0.2	$340k		2.2k	152.15	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$336k		4.0k	83.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$334k		1.2k	275.61	View chart
American Express Company (AXP)	0.2	$332k		1.0k	317.45	View chart
Abbvie (ABBV)	0.2	$323k	-2%	1.8k	183.90	View chart
Waste Management (WM)	0.2	$319k		1.5k	220.26	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$311k		3.1k	100.76	View chart
AFLAC Incorporated (AFL)	0.1	$306k		2.8k	107.37	View chart
Broadcom (AVGO)	0.1	$288k		1.3k	221.28	View chart
Home Depot (HD)	0.1	$287k		696.00	411.98	View chart
Cisco Systems (CSCO)	0.1	$285k		4.7k	60.60	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$278k		953.00	291.81	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$276k		1.8k	156.58	View chart
Merck & Co (MRK)	0.1	$273k	+4%	2.8k	98.82	View chart
Mastercard Incorporated Cl A (MA)	0.1	$269k	+12%	484.00	555.17	View chart
At&t (T)	0.1	$266k	+2%	11k	23.73	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$265k		2.6k	102.38	View chart
CSX Corporation (CSX)	0.1	$260k		7.9k	32.87	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$255k		3.3k	77.88	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$255k	+14%	1.3k	189.81	View chart
Deere & Company (DE)	0.1	$254k		532.00	476.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$253k		4.2k	60.92	View chart
Bank of New York Mellon Corporation (BK)	0.1	$253k		2.9k	85.93	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$252k		3.2k	78.34	View chart
NVIDIA Corporation (NVDA)	0.1	$252k	+7%	2.1k	120.07	View chart
Discover Financial Services (DFS)	0.1	$250k	NEW	1.2k	201.09	View chart
McKesson Corporation (MCK)	0.1	$246k		414.00	594.75	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$246k		2.3k	106.54	View chart
Yum! Brands (YUM)	0.1	$246k		1.9k	130.50	View chart
Metropcs Communications (TMUS)	0.1	$245k		1.1k	232.97	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	0.1	$244k		6.8k	35.81	View chart
Duke Energy Corp Com New (DUK)	0.1	$241k		2.2k	111.99	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$231k		615.00	375.60	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$228k		1.2k	196.17	View chart
Sherwin-Williams Company (SHW)	0.1	$226k		631.00	358.16	View chart
Verizon Communications (VZ)	0.1	$225k	-5%	5.7k	39.39	View chart
TJX Companies (TJX)	0.1	$222k		1.8k	124.79	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$221k	NEW	7.4k	30.02	View chart
Wal-Mart Stores (WMT)	0.1	$219k	NEW	2.2k	98.16	View chart
Progressive Corporation (PGR)	0.1	$218k		883.00	246.44	View chart
AmerisourceBergen (COR)	0.1	$217k	NEW	854.00	254.21	View chart
Lam Research Corp Com New (LRCX)	0.1	$216k	NEW	2.7k	81.05	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$211k		4.9k	42.94	View chart
Linde SHS (LIN)	0.1	$211k		473.00	446.12	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$207k	-3%	1.6k	132.26	View chart
Aon Shs Cl A (AON)	0.1	$206k		555.00	370.82	View chart
Chevron Corporation (CVX)	0.1	$205k	-16%	1.4k	149.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$204k		2.6k	78.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$203k		2.6k	77.60	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 Q4 filed Feb. 14, 2025
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

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