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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 IBTH, SPIB, IJR, VTV, JPIE, and represent 33.11% of Obsidian Personal Planning Solutions's stock portfolio.
Added to shares of these 10 stocks: IBTH (+$18M), SCHD, EFG, JPIE, CGGR, XOM, SPDW, VTV, MSFT, JMUB.
Started 9 new stock positions in LYFT, TFC, XOM, IVW, EUAD, BLK, AGG, SHOP, GLD.
Reduced shares in these 10 stocks: PGR, LIN, BND, VUG, RSPM, PRF, AFL, UNP, MCD, BRK.B.
Sold out of its positions in PGR, BND, LIN.
Obsidian Personal Planning Solutions was a net buyer of stock by $27M.
Obsidian Personal Planning Solutions has $288M in assets under management (AUM), dropping by 16.56%.
Central Index Key (CIK): 0001909128

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Portfolio Holdings for Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions holds 119 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Ibonds 27 Trm Ts (IBTH)	9.2	$27M	+225%	1.2M	22.52	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	7.9	$23M		668k	33.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.8	$17M		142k	117.80	View chart
Vanguard Index Fds Value Etf (VTV)	5.4	$16M	+2%	84k	185.76	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	4.8	$14M	+3%	299k	46.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.3	$12M	+6%	459k	26.75	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.2	$12M	+3%	279k	43.53	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	3.8	$11M	+2%	102k	108.06	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.8	$11M	+4%	94k	115.66	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.7	$11M	+4%	238k	44.87	View chart
Spdr Series Trust Aerospace Def (XAR)	3.6	$10M		42k	248.55	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	3.1	$9.1M	+2%	192k	47.16	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	3.1	$8.8M	+2%	114k	77.32	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	2.7	$7.9M	+2%	128k	61.83	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.7	$7.9M	+3%	155k	51.07	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	2.4	$7.0M	+3%	76k	91.80	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.2	$6.4M		134k	47.58	View chart
Apple (AAPL)	1.7	$4.8M		18k	270.37	View chart
Vanguard World Health Car Etf (VHT)	1.7	$4.8M	+3%	18k	270.37	View chart
Select Sector Spdr Tr Energy (XLE)	1.6	$4.6M	+8%	52k	88.13	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.3	$3.9M	+10%	76k	50.65	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	1.3	$3.7M	+7%	43k	85.67	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.2	$3.5M	+3%	68k	50.43	View chart
Select Sector Spdr Tr Financial (XLF)	1.1	$3.2M	+8%	61k	52.37	View chart
Microsoft Corporation (MSFT)	1.0	$3.0M	+14%	5.8k	517.81	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$3.0M	-3%	5.9k	498.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.7	$1.9M	-3%	61k	31.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.9M		31k	60.98	View chart
International Business Machines (IBM)	0.6	$1.8M		5.9k	307.41	View chart
Amazon (AMZN)	0.5	$1.5M	+5%	6.3k	244.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.5M		2.4k	626.99	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.4	$1.3M	-4%	28k	45.69	View chart
Caterpillar (CAT)	0.3	$984k		1.7k	577.26	View chart
Costco Wholesale Corporation (COST)	0.3	$966k		1.1k	911.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$961k		18k	54.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$837k	+5%	3.0k	281.14	View chart
Pepsi (PEP)	0.3	$806k		5.5k	146.09	View chart
JPMorgan Chase & Co. (JPM)	0.3	$801k		2.6k	311.12	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$787k		2.6k	300.71	View chart
Raytheon Technologies Corp (RTX)	0.3	$783k	+10%	4.4k	178.50	View chart
Meta Platforms Cl A (META)	0.3	$730k	+3%	1.1k	648.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$687k	-4%	1.4k	477.71	View chart
Visa Com Cl A (V)	0.2	$621k	+4%	1.8k	340.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$605k		2.1k	281.82	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$588k		4.2k	140.58	View chart
Marriott Intl Cl A (MAR)	0.2	$556k	+89%	2.1k	260.58	View chart
CSX Corporation (CSX)	0.2	$541k		15k	36.02	View chart
Bank of America Corporation (BAC)	0.2	$532k	+9%	10k	53.45	View chart
Johnson & Johnson (JNJ)	0.2	$526k	+26%	2.8k	188.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$519k		758.00	685.23	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$509k	+4%	12k	42.66	View chart
Broadcom (AVGO)	0.2	$482k	+2%	1.3k	369.63	View chart
Camtek Ord (CAMT)	0.2	$480k	-3%	3.9k	123.82	View chart
McDonald's Corporation (MCD)	0.2	$473k	-6%	1.6k	298.46	View chart
Texas Instruments Incorporated (TXN)	0.2	$451k		2.8k	161.46	View chart
Union Pacific Corporation (UNP)	0.2	$440k	-7%	2.0k	220.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$436k		1.5k	291.90	View chart
Lam Research Corp Com New (LRCX)	0.1	$427k		2.7k	157.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$420k		1.6k	254.99	View chart
Exxon Mobil Corporation (XOM)	0.1	$417k	NEW	3.6k	114.36	View chart
Danaher Corporation (DHR)	0.1	$416k		1.9k	215.40	View chart
Honeywell International (HON)	0.1	$414k		2.1k	201.33	View chart
Abbvie (ABBV)	0.1	$409k	+7%	1.9k	218.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$403k		5.4k	74.63	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$380k		1.8k	215.79	View chart
American Express Company (AXP)	0.1	$377k		1.0k	360.73	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$376k		4.2k	89.09	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$369k		2.5k	146.64	View chart
Mastercard Incorporated Cl A (MA)	0.1	$368k	-2%	666.00	551.82	View chart
Cisco Systems (CSCO)	0.1	$362k	+5%	5.0k	73.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$356k		1.7k	206.47	View chart
McKesson Corporation (MCK)	0.1	$346k	+2%	426.00	811.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$342k		1.2k	290.91	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$332k		4.0k	83.57	View chart
NVIDIA Corporation (NVDA)	0.1	$318k	+11%	1.6k	202.49	View chart
Bank of New York Mellon Corporation (BK)	0.1	$317k		2.9k	107.93	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$311k		3.1k	100.69	View chart
Procter & Gamble Company (PG)	0.1	$309k		2.1k	150.37	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$297k		2.6k	114.81	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$292k		3.3k	89.10	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$289k		3.0k	95.76	View chart
AmerisourceBergen (COR)	0.1	$289k		854.00	337.81	View chart
Waste Management (WM)	0.1	$288k		1.4k	199.77	View chart
At&t (T)	0.1	$283k	+8%	11k	24.75	View chart
Capital One Financial (COF)	0.1	$281k		1.3k	220.04	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$277k		615.00	450.20	View chart
Home Depot (HD)	0.1	$270k	+5%	710.00	379.59	View chart
Duke Energy Corp Com New (DUK)	0.1	$268k		2.2k	124.30	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$264k	-2%	870.00	303.72	View chart
Blackrock (BLK)	0.1	$264k	NEW	244.00	1082.81	View chart
AFLAC Incorporated (AFL)	0.1	$262k	-14%	2.4k	107.19	View chart
Lyft Cl A Com (LYFT)	0.1	$258k	NEW	13k	20.46	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$255k		3.4k	75.39	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$255k		321.00	793.21	View chart
Valero Energy Corporation (VLO)	0.1	$254k		1.5k	169.56	View chart
Deere & Company (DE)	0.1	$246k		532.00	461.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$245k	NEW	665.00	368.12	View chart
Truist Financial Corp equities (TFC)	0.1	$243k	NEW	5.4k	44.63	View chart
TJX Companies (TJX)	0.1	$243k		1.7k	140.14	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$237k		5.4k	44.26	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$237k	-9%	1.2k	201.79	View chart
Yum! Brands (YUM)	0.1	$237k		1.7k	138.21	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$234k		1.4k	172.35	View chart
Merck & Co (MRK)	0.1	$234k		2.7k	85.98	View chart
Wal-Mart Stores (WMT)	0.1	$233k	-6%	2.3k	101.18	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$233k	-6%	2.2k	107.48	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.1	$232k	NEW	5.2k	44.36	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$228k	+9%	2.9k	79.90	View chart
Metropcs Communications (TMUS)	0.1	$225k	+2%	1.1k	210.05	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$221k		6.7k	32.73	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$220k	-3%	5.3k	41.93	View chart
Sherwin-Williams Company (SHW)	0.1	$218k		631.00	344.94	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$216k		4.2k	51.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$213k	NEW	2.1k	100.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$209k	NEW	1.7k	124.79	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$207k	NEW	1.2k	173.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$206k		2.6k	78.96	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$204k	-10%	1.4k	149.62	View chart
Verizon Communications (VZ)	0.1	$203k	-10%	5.1k	39.74	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 2025 Q3 filed Nov. 13, 2025
Obsidian Personal Planning Solutions 2025 Q2 filed Aug. 14, 2025
Obsidian Personal Planning Solutions 2025 Q1 filed May 16, 2025
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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