Obsidian Personal Planning Solutions LLC Portfolio Holdings

Obsidian Personal Planning Solutions LLC

  • $283 Million
  • Q3 2025

Obsidian Personal Planning Solutions LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $283 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ibonds Dec 2027 Ter with a value of $26.5M, Spdr Portfolio Intermediate Te with a value of $22.6M, Ishares Core S&P Sm Cap ETF with a value of $16.9M, Vanguard Value ETF with a value of $15.6M, and J P Morgan Exchange Traded Fd with a value of $13.9M.

Examining the 13F form we can see an increase of $38.4M in the current position value, from $244M to 283M.

Below you can find more details about Obsidian Personal Planning Solutions LLC portfolio as well as his latest detailed transactions.

Portfolio value $283 Million
ETFs: $237 Million
Technology: $11.6 Million
Financial Services: $4.94 Million
Industrials: $3.54 Million
Consumer Cyclical: $3.22 Million
Communication Services: $2.87 Million
Consumer Defensive: $2.31 Million
Healthcare: $2.05 Million
Other: $1.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.5 Million 9.39% of portfolio
1,178,521
Q3 2025 Added 225.57%
$0
$22.6 Million 8.01% of portfolio
667,870
Q3 2025 Added 1.22%
$0
$16.9 Million 5.99% of portfolio
142,417
Q3 2025 Added 1.95%
$0
$15.6 Million 5.53% of portfolio
83,774
Q3 2025 Added 2.61%
$0
$13.9 Million 4.91% of portfolio
298,749
Q3 2025 Added 3.81%
$0
$12.5 Million 4.43% of portfolio
458,722
Q3 2025 Added 6.29%
$0
$11.9 Million 4.22% of portfolio
278,664
Q3 2025 Added 3.47%
$0
$10.7 Million 3.79% of portfolio
94,155
Q3 2025 Added 5.0%
$0
$10.7 Million 3.78% of portfolio
102,330
Q3 2025 Added 2.48%
$0
$10.4 Million 3.69% of portfolio
237,737
Q3 2025 Added 4.83%
$0
$9.74 Million 3.45% of portfolio
41,467
Q3 2025 Reduced 0.01%
$0
$9.02 Million 3.19% of portfolio
192,080
Q3 2025 Added 2.59%
$0
$8.67 Million 3.07% of portfolio
114,079
Q3 2025 Added 2.0%
$0
$8.14 Million 2.88% of portfolio
128,079
Q3 2025 Added 2.59%
$0
$7.91 Million 2.8% of portfolio
154,849
Q3 2025 Added 3.03%
$0
$6.96 Million 2.46% of portfolio
76,012
Q3 2025 Added 3.58%
$0
$4.62 Million 1.64% of portfolio
51,751
Q3 2025 Added 8.55%
$0
$4.61 Million 1.63% of portfolio
17,744
Q3 2025 Added 3.03%
$4.3T
$4.56 Million 1.61% of portfolio
17,904
Q3 2025 Added 0.85%
$0
$3.87 Million 1.37% of portfolio
43,159
Q3 2025 Added 7.22%
$0
$3.84 Million 1.36% of portfolio
76,129
Q3 2025 Added 10.43%
$0
$3.46 Million 1.22% of portfolio
68,447
Q3 2025 Added 3.23%
$0
$3.29 Million 1.17% of portfolio
61,133
Q3 2025 Added 8.42%
$3.78T
$3 Million 1.06% of portfolio
5,789
Q3 2025 Added 14.41%
$0
$2.84 Million 1.01% of portfolio
5,925
Q3 2025 Reduced 3.49%
$0
$1.84 Million 0.65% of portfolio
30,750
Q3 2025 Reduced 0.5%
$266B
$1.66 Million 0.59% of portfolio
5,898
Q2 2025 Reduced 1.11%
$0
$1.48 Million 0.52% of portfolio
2,412
Q3 2025 Reduced 1.67%
$2.39T
$1.38 Million 0.49% of portfolio
6,290
Q3 2025 Added 5.93%
$0
$1.28 Million 0.45% of portfolio
28,269
Q3 2025 Reduced 4.48%
$404B
$981,000 0.35% of portfolio
1,060
Q1 2025 Reduced 0.19%
$0
$946,000 0.33% of portfolio
17,475
Q3 2025 Reduced 1.29%
$291B
$813,000 0.29% of portfolio
1,705
Q3 2025 Reduced 1.22%
$1.37T
$826,000 0.29% of portfolio
1,126
Q3 2025 Added 3.97%
$881B
$812,000 0.29% of portfolio
2,575
Q3 2025 Added 1.38%
$204B
$774,000 0.27% of portfolio
5,516
Q3 2025 Added 1.51%
$258B
$733,000 0.26% of portfolio
4,385
Q3 2025 Added 10.96%
$0
$737,000 0.26% of portfolio
2,618
Q3 2025 Reduced 0.49%
$1.65T
$723,000 0.26% of portfolio
2,978
Q3 2025 Added 5.98%
$662B
$722,000 0.26% of portfolio
1,438
Q3 2025 Reduced 4.52%
$533B
$622,000 0.22% of portfolio
1,823
Q3 2025 Added 4.35%
$0
$589,000 0.21% of portfolio
4,179
Q1 2025 Added 15.63%
$92.7B
$556,000 0.2% of portfolio
2,135
Q3 2025 Added 89.61%
$73.4B
$533,000 0.19% of portfolio
15,021
Q1 2025 Added 89.87%
$177B
$542,000 0.19% of portfolio
2,790
Q2 2024 Reduced 2.11%
$0
$501,000 0.18% of portfolio
11,924
Q3 2025 Added 4.15%
$522B
$516,000 0.18% of portfolio
2,783
Q3 2025 Added 26.1%
$413B
$513,000 0.18% of portfolio
9,959
Q3 2025 Added 9.52%
$1.74T
$522,000 0.18% of portfolio
2,146
Q3 2025 Added 0.7%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $283 Million
  • Prior Value $244 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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