Obsidian Personal Planning Solutions

Obsidian Personal Planning Solutions as of Sept. 30, 2025

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