Obsidian Personal Planning Solutions LLC Incresed Positions in Q3 2025

Obsidian Personal Planning Solutions LLC

  • $283 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
817K
+ 225.57%
$22.36 - $22.52 $18.3M - $18.4M
1.18M $26.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.72K
+ 1.95%
$108.46 - $120.63 $295K - $328K
142K $16.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
11K
+ 4.83%
$40.2 - $44.58 $440K - $488K
238K $10.4M
VTV
Vanguard Value ETF

ETFs
2.13K
+ 2.61%
$175.51 - $186.57 $374K - $398K
83.8K $15.6M
SPYG
Spdr Portfolio

ETFs
2.48K
+ 2.48%
$94.33 - $105.31 $234K - $261K
102K $10.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.2K
+ 6.29%
$26.38 - $27.95 $717K - $759K
459K $12.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.35K
+ 3.47%
$39.8 - $42.86 $372K - $401K
279K $11.9M
AAPL
Apple Inc.

Technology
151
+ 0.85%
$202.38 - $256.87 $30.6K - $38.8K
17.9K $4.56M
EFG
Msci Eafe Growth ETF

ETFs
4.48K
+ 5.0%
$106.99 - $114.46 $480K - $513K
94.2K $10.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.7K
+ 1.28%
$42.67 - $46.91 $72.3K - $79.5K
134K $6.29M
XLE
Energy Sector Spdr

ETFs
4.08K
+ 8.55%
$84.25 - $91.99 $343K - $375K
51.8K $4.62M
JPIE
J P Morgan Exchange Traded Fd
11K
+ 3.81%
$46.01 - $46.55 $504K - $510K
299K $13.9M
MSFT
Microsoft Corp

Technology
729
+ 14.41%
$491.09 - $535.64 $358K - $390K
5.79K $3M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.06K
+ 1.22%
$33.26 - $34.01 $268K - $274K
668K $22.6M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3.23K
+ 2.59%
$60.96 - $64.31 $197K - $208K
128K $8.14M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.19K
+ 10.43%
$49.09 - $50.58 $353K - $364K
76.1K $3.84M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.86K
+ 2.59%
$45.72 - $47.27 $222K - $230K
192K $9.02M
XLF
Financial Sector Spdr

ETFs
4.75K
+ 8.42%
$51.37 - $54.25 $244K - $257K
61.1K $3.29M
XLB
Select Sector Spdr Fd Material

ETFs
2.91K
+ 7.22%
$86.72 - $92.61 $252K - $269K
43.2K $3.87M
VHT
Vanguard Health Care ETF

ETFs
522
+ 3.03%
$239.12 - $259.95 $125K - $136K
17.7K $4.61M
MAR
Marriott International Inc

Consumer Cyclical
1.01K
+ 89.61%
$255.35 - $282.87 $258K - $285K
2.14K $556K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.56K
+ 3.03%
$50.82 - $51.09 $231K - $233K
155K $7.91M
GOOGL
Alphabet Inc.

Communication Services
168
+ 5.98%
$174.36 - $254.72 $29.3K - $42.8K
2.98K $723K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.24K
+ 2.0%
$70.85 - $76.96 $159K - $173K
114K $8.67M
JNJ
Johnson & Johnson

Healthcare
576
+ 26.1%
$155.17 - $185.42 $89.4K - $107K
2.78K $516K
RTX
Raytheon Technologies Corp

Industrials
433
+ 10.96%
$144.19 - $167.33 $62.4K - $72.5K
4.39K $733K
GOOG
Alphabet Inc.

Communication Services
15
+ 0.7%
$175.16 - $255.24 $2.63K - $3.83K
2.15K $522K
MEAR
Blackrock Short Maturity Munic

ETFs
2.14K
+ 3.23%
$50.17 - $50.56 $108K - $108K
68.4K $3.46M
ABBV
Abb Vie Inc.

Healthcare
130
+ 7.44%
$184.85 - $231.54 $24K - $30.1K
1.88K $434K
BAC
Bank Of America Corp

Financial Services
866
+ 9.52%
$44.92 - $52.42 $38.9K - $45.4K
9.96K $513K
AVGO
Broadcom Inc.

Technology
33
+ 2.59%
$264.74 - $369.57 $8.74K - $12.2K
1.31K $430K
AMZN
Amazon Com Inc

Consumer Cyclical
352
+ 5.93%
$211.65 - $238.24 $74.5K - $83.9K
6.29K $1.38M
JPM
Jpmorgan Chase & CO

Financial Services
35
+ 1.38%
$282.78 - $316.06 $9.9K - $11.1K
2.58K $812K
NVDA
Nvidia Corp

Technology
162
+ 11.5%
$153.3 - $186.58 $24.8K - $30.2K
1.57K $293K
PEP
Pepsico Inc

Consumer Defensive
82
+ 1.51%
$133.81 - $152.16 $11K - $12.5K
5.52K $774K
BX
Blackstone Inc.

Financial Services
15
+ 0.6%
$152.77 - $188.68 $2.29K - $2.83K
2.52K $429K
CGDV
Capital Group Divid Value ETF

ETFs
475
+ 4.15%
$39.59 - $42.21 $18.8K - $20K
11.9K $501K
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 5.19%
$357.4 - $423.42 $12.5K - $14.8K
710 $287K
META
Meta Platforms, Inc.

Communication Services
43
+ 3.97%
$695.21 - $791.73 $29.9K - $34K
1.13K $826K
MCK
Mckesson Corp

Healthcare
12
+ 2.9%
$659.01 - $772.54 $7.91K - $9.27K
426 $329K
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.29%
$195.41 - $212.37 $977 - $1.06K
1.73K $360K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
250
+ 9.61%
$78.96 - $80.04 $19.7K - $20K
2.85K $227K
T
At&T Inc.

Communication Services
909
+ 8.63%
$26.94 - $29.62 $24.5K - $26.9K
11.4K $323K
CSCO
Cisco Systems, Inc.

Technology
249
+ 5.29%
$66.2 - $71.79 $16.5K - $17.9K
4.96K $339K
TMUS
T Mobile Us, Inc.

Communication Services
22
+ 2.1%
$226.02 - $259.01 $4.97K - $5.7K
1.07K $256K
V
Visa Inc.

Financial Services
76
+ 4.35%
$332.09 - $358.86 $25.2K - $27.3K
1.82K $622K
Activity Summary
Buys All Purchases 56 New Holdings 9 Increased Positions 47 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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