Obsidian Personal Planning Solutions LLC Portfolio Holdings

Obsidian Personal Planning Solutions LLC

  • $223 Million
  • Q1 2025

Obsidian Personal Planning Solutions LLC has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $223 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $21.4M, Ishares Core S&P Sm Cap ETF with a value of $14.2M, Vanguard Value ETF with a value of $13.9M, J P Morgan Exchange Traded Fd with a value of $12.9M, and Schwab Strategic Tr Us Dividen with a value of $11.6M.

Examining the 13F form we can see an increase of $26.7M in the current position value, from $196M to 223M.

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

Portfolio value $223 Million
ETFs: $185 Million
Technology: $8.49 Million
Financial Services: $4.34 Million
Industrials: $3.02 Million
Consumer Cyclical: $2.68 Million
Consumer Defensive: $2.38 Million
Communication Services: $2.26 Million
Healthcare: $1.82 Million
Other: $482,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$178B
$814,000 0.36% of portfolio
5,432
Q1 2025 Reduced 2.84%
$189B
$532,000 0.24% of portfolio
1,614
Q1 2025 Reduced 0.37%
$177B
$542,000 0.24% of portfolio
2,790
Q2 2024 Reduced 2.11%
$136B
$511,000 0.23% of portfolio
2,166
Q1 2025 Added 0.05%
$67.5B
$442,000 0.2% of portfolio
15,021
Q1 2025 Added 89.87%
$149B
$434,000 0.19% of portfolio
2,054
Q1 2025 Reduced 3.39%
$83.1B
$395,000 0.18% of portfolio
1,659
Q1 2025 Reduced 17.83%
$142B
$400,000 0.18% of portfolio
1,953
Q4 2024 Reduced 4.17%
$96.2B
$349,000 0.16% of portfolio
2,500
Q1 2023 New
$96.2B
$333,000 0.15% of portfolio
1,441
Q1 2025 Reduced 0.62%
$64.5B
$316,000 0.14% of portfolio
2,850
Q1 2025 Added 0.07%
$197B
$313,000 0.14% of portfolio
11,091
Q1 2025 Reduced 1.12%
$39.8B
$282,000 0.13% of portfolio
1,797
Q1 2025 Reduced 4.47%
$176B
$259,000 0.12% of portfolio
5,720
Q1 2025 Added 0.07%
$88.4B
$262,000 0.12% of portfolio
2,154
Q3 2024 Reduced 13.84%
$104B
$278,000 0.12% of portfolio
414
Q1 2024 New
$198B
$248,000 0.11% of portfolio
2,763
Q4 2024 Added 4.5%
$156B
$249,000 0.11% of portfolio
883
Q3 2024 New
$158B
$249,000 0.11% of portfolio
532
Q3 2024 New
$101B
$216,000 0.1% of portfolio
1,291
Q1 2025 Reduced 0.92%
$85.8B
$220,000 0.1% of portfolio
631
Q3 2024 New
$143B
$211,000 0.09% of portfolio
1,738
Q1 2025 Reduced 2.47%
$54.7B
$211,000 0.09% of portfolio
1,241
Q4 2024 New
$38.4B
$158,000 0.07% of portfolio
854
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $223 Million
  • Prior Value $196 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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