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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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