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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, IJR, VTV, JPIE, SCHD, and represent 32.13% of Obsidian Personal Planning Solutions's stock portfolio.
Added to shares of these 10 stocks: JPIE (+$13M), IBTH (+$7.1M), SCHD, VHT, XLE, XLF, EFG, MDYG, XAR, SPDW.
Started 8 new stock positions in IBTH, XLF, JPIE, VHT, IAU, XLE, BND, MARM.
Reduced shares in these 10 stocks: PRF, SPIB, VTV, RSPM, SPEM, IWR, NVDA, VMBS, IVE, .
Sold out of its positions in CVX, IVE, IWR, ESGU, LRCX, NVDA, SPSB, AON.
Obsidian Personal Planning Solutions was a net buyer of stock by $26M.
Obsidian Personal Planning Solutions has $224M in assets under management (AUM), dropping by 8.02%.
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 March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio Intrmd (SPIB)	9.6	$21M	-13%	643k	33.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.1	$14M	+3%	136k	100.13	View chart
Vanguard Index Fds Value Etf (VTV)	6.0	$13M	-16%	80k	166.48	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	5.7	$13M	NEW	279k	46.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.8	$11M	+70%	415k	25.82	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.4	$9.9M	+7%	262k	37.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	4.0	$9.0M	+20%	87k	104.36	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	3.7	$8.4M	-2%	181k	46.32	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	3.6	$8.0M		97k	82.00	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.4	$7.7M	+4%	221k	34.84	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.3	$7.5M	+2%	147k	50.92	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	3.3	$7.3M		122k	60.02	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	3.3	$7.3M	+4%	110k	66.54	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	3.2	$7.1M	NEW	314k	22.57	View chart
Spdr Ser Tr Aerospace Def (XAR)	3.1	$6.9M	+11%	41k	170.96	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	2.5	$5.6M	+26%	71k	79.20	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.3	$5.1M	-9%	129k	39.39	View chart
Vanguard World Health Car Etf (VHT)	1.9	$4.3M	NEW	17k	255.89	View chart
Apple (AAPL)	1.6	$3.7M	-2%	17k	212.49	View chart
Select Sector Spdr Tr Energy (XLE)	1.6	$3.6M	NEW	45k	80.50	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.5	$3.4M		68k	49.71	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	1.5	$3.3M		39k	83.89	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.5	$3.3M		65k	50.11	View chart
Select Sector Spdr Tr Financial (XLF)	1.2	$2.6M	NEW	54k	48.76	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$2.3M	-2%	6.1k	378.32	View chart
Microsoft Corporation (MSFT)	0.9	$2.0M		5.1k	395.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.9	$2.0M	-54%	63k	30.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.6M		31k	52.87	View chart
International Business Machines (IBM)	0.6	$1.4M		6.0k	241.82	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.5	$1.2M	-76%	30k	39.17	View chart
Costco Wholesale Corporation (COST)	0.5	$1.1M		1.1k	994.50	View chart
Amazon (AMZN)	0.4	$981k		5.3k	184.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$807k		1.5k	533.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$803k	-5%	18k	45.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$790k	+3%	1.6k	509.85	View chart
Pepsi (PEP)	0.3	$737k	-2%	5.4k	135.58	View chart
JPMorgan Chase & Co. (JPM)	0.3	$621k		2.5k	244.62	View chart
Visa Com Cl A (V)	0.3	$602k		1.7k	345.41	View chart
McDonald's Corporation (MCD)	0.2	$542k		1.7k	319.59	View chart
Meta Platforms Cl A (META)	0.2	$541k		985.00	549.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$520k	+15%	4.2k	124.40	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$518k		2.5k	209.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$516k		3.2k	158.82	View chart
Caterpillar (CAT)	0.2	$499k		1.6k	309.27	View chart
Raytheon Technologies Corp (RTX)	0.2	$499k		4.0k	126.13	View chart
Union Pacific Corporation (UNP)	0.2	$467k		2.2k	215.66	View chart
Texas Instruments Incorporated (TXN)	0.2	$447k		2.8k	160.05	View chart
Honeywell International (HON)	0.2	$432k	-3%	2.1k	210.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$423k	-5%	758.00	557.96	View chart
CSX Corporation (CSX)	0.2	$422k	+89%	15k	28.07	View chart
Marriott Intl Cl A (MAR)	0.2	$396k	-17%	1.7k	238.58	View chart
Danaher Corporation (DHR)	0.2	$389k		2.0k	199.31	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$372k		1.5k	248.90	View chart
Bank of America Corporation (BAC)	0.2	$363k		9.1k	39.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$356k		1.6k	216.15	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$356k		10k	34.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$348k		2.2k	160.89	View chart
Johnson & Johnson (JNJ)	0.2	$345k		2.2k	156.31	View chart
Abbvie (ABBV)	0.2	$342k		1.8k	195.10	View chart
Procter & Gamble Company (PG)	0.2	$336k		2.1k	162.57	View chart
Waste Management (WM)	0.2	$336k		1.4k	233.36	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$329k		2.5k	131.71	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$328k	+4%	4.2k	77.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$317k	+19%	5.0k	63.86	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$312k	+30%	4.2k	74.44	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$310k		3.1k	100.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$310k		1.7k	179.98	View chart
AFLAC Incorporated (AFL)	0.1	$310k		2.9k	108.67	View chart
At&t (T)	0.1	$307k		11k	27.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$301k	-2%	1.2k	256.09	View chart
McKesson Corporation (MCK)	0.1	$295k		414.00	712.79	View chart
American Express Company (AXP)	0.1	$279k		1.0k	266.41	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$276k		1.8k	156.91	View chart
Cisco Systems (CSCO)	0.1	$272k		4.7k	57.73	View chart
Yum! Brands (YUM)	0.1	$270k	-4%	1.8k	150.44	View chart
Mastercard Incorporated Cl A (MA)	0.1	$265k		484.00	547.81	View chart
Duke Energy Corp Com New (DUK)	0.1	$263k		2.2k	122.02	View chart
Camtek Ord (CAMT)	0.1	$261k	-8%	4.0k	65.34	View chart
Metropcs Communications (TMUS)	0.1	$260k		1.1k	246.95	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$258k		3.3k	78.90	View chart
Verizon Communications (VZ)	0.1	$252k		5.7k	44.06	View chart
AmerisourceBergen (COR)	0.1	$250k		854.00	292.67	View chart
Progressive Corporation (PGR)	0.1	$249k		883.00	281.74	View chart
Broadcom (AVGO)	0.1	$249k		1.3k	192.47	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$247k		2.6k	95.44	View chart
Deere & Company (DE)	0.1	$247k		532.00	463.56	View chart
Home Depot (HD)	0.1	$243k	-3%	675.00	360.49	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$242k		2.3k	104.73	View chart
Wal-Mart Stores (WMT)	0.1	$239k	+10%	2.5k	97.25	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$238k		1.3k	177.18	View chart
Bank of New York Mellon Corporation (BK)	0.1	$237k		2.9k	80.41	View chart
Merck & Co (MRK)	0.1	$235k		2.8k	85.20	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$232k	+8%	5.4k	43.26	View chart
Discover Financial Services (DFS)	0.1	$227k		1.2k	182.67	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	0.1	$226k	-12%	6.0k	37.90	View chart
TJX Companies (TJX)	0.1	$224k	-2%	1.7k	128.68	View chart
Sherwin-Williams Company (SHW)	0.1	$223k		631.00	352.92	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$221k	-6%	890.00	247.96	View chart
Linde SHS (LIN)	0.1	$214k		473.00	453.23	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$212k	NEW	6.7k	31.40	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$210k	NEW	3.4k	62.17	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$210k		615.00	340.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$209k	NEW	2.8k	73.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$206k		2.6k	79.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$205k		2.6k	78.78	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 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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