Obsidian Personal Planning Solutions LLC Reduced Holdings in Q3 2025

Obsidian Personal Planning Solutions LLC

  • $283 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
-412
- 14.45%
$98.09 - $111.7 $40.4K - $46K
2.44K $272K
UNP
Union Pacific Corp

Industrials
-171
- 7.89%
$214.91 - $237.16 $36.7K - $40.6K
2K $471K
VZ
Verizon Communications Inc

Communication Services
-607
- 10.61%
$40.84 - $45.06 $24.8K - $27.4K
5.12K $224K
PG
Procter & Gamble CO

Consumer Defensive
-13
- 0.63%
$150.47 - $161.22 $1.96K - $2.1K
2.06K $315K
MCD
Mcdonalds Corp

Consumer Cyclical
-111
- 6.54%
$291.67 - $316.99 $32.4K - $35.2K
1.59K $481K
MUB
Ishares National Muni Bond ETF

ETFs
-142
- 6.15%
$103.24 - $106.68 $14.7K - $15.1K
2.17K $230K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-68
- 4.52%
$459.11 - $506.91 $31.2K - $34.5K
1.44K $722K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-117
- 9.06%
$187.97 - $199.47 $22K - $23.3K
1.18K $234K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-164
- 10.73%
$134.94 - $145.86 $22.1K - $23.9K
1.37K $198K
MA
Mastercard Inc

Financial Services
-18
- 2.63%
$550.18 - $598.96 $9.9K - $10.8K
666 $378K
WMT
Walmart Inc.

Consumer Defensive
-153
- 6.22%
$94.4 - $104.27 $14.4K - $16K
2.31K $237K
Lam Research Corp
-2
- 0.07%
N/A
2.71K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
-2.02K
- 3.22%
N/A
60.5K $0
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-171
- 3.15%
$39.39 - $42.09 $6.74K - $7.2K
5.25K $219K
CAMT
Camtek LTD

Technology
-122
- 3.05%
$82.04 - $98.93 $10K - $12.1K
3.88K $342K
MRK
Merck & Co., Inc.

Healthcare
-45
- 1.63%
$77.6 - $87.37 $3.49K - $3.93K
2.72K $228K
VBK
Vanguard Small Cap Growth ETF

ETFs
-20
- 2.25%
$276.51 - $305.12 $5.53K - $6.1K
870 $258K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.33K
- 4.48%
$42.04 - $45.23 $55.7K - $60K
28.3K $1.28M
TJX
Tjx Companies Inc

Consumer Cyclical
-2
- 0.12%
$121.35 - $144.54 $243 - $289
1.73K $250K
BK
Bank Of New York Mellon Corp

Financial Services
-3
- 0.1%
$90.65 - $109.75 $272 - $329
2.94K $320K
XLK
Technology Sector Spdr

ETFs
-13
- 0.49%
$250.97 - $282.66 $3.26K - $3.67K
2.62K $737K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-228
- 1.29%
$49.43 - $54.52 $11.3K - $12.4K
17.5K $946K
VEA
Vanguard Ftse Developed Market

ETFs
-156
- 0.5%
$56.02 - $60.3 $8.74K - $9.41K
30.8K $1.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-41
- 1.67%
$567.77 - $614.76 $23.3K - $25.2K
2.41K $1.48M
CAT
Caterpillar Inc

Industrials
-21
- 1.22%
$390.92 - $477.15 $8.21K - $10K
1.71K $813K
VUG
Vanguard Growth ETF

ETFs
-214
- 3.49%
$433.97 - $484.08 $92.9K - $104K
5.93K $2.84M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-4
- 0.01%
$205.52 - $234.96 $822 - $940
41.5K $9.74M
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
Track This Portfolio

Track Obsidian Personal Planning Solutions LLC Portfolio

Follow Obsidian Personal Planning Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Obsidian Personal Planning Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Obsidian Personal Planning Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email