Obsidian Personal Planning Solutions LLC Portfolio Holdings

Obsidian Personal Planning Solutions LLC

  • $244 Million
  • Q2 2025

Obsidian Personal Planning Solutions LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $244 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $22.2M, Ishares Core S&P Sm Cap ETF with a value of $15.3M, Vanguard Value ETF with a value of $14.4M, J P Morgan Exchange Traded Fd with a value of $13.3M, and Schwab Strategic Tr Us Dividen with a value of $11.4M.

Examining the 13F form we can see an increase of $21.1M in the current position value, from $223M to 244M.

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

Portfolio value $244 Million
ETFs: $203 Million
Technology: $9.67 Million
Financial Services: $4.68 Million
Industrials: $3.31 Million
Consumer Cyclical: $2.82 Million
Communication Services: $2.47 Million
Consumer Defensive: $2.34 Million
Healthcare: $1.73 Million
Other: $671,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.92B
$338,000 0.14% of portfolio
4,000
Q1 2025 Reduced 8.61%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $244 Million
  • Prior Value $223 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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