Obsidian Personal Planning Solutions LLC
CIK: 0001909128SEC EDGAR →
Portfolio Value
$288.0M
Holdings
119
As of
Q3 2025
New Positions
9
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,178,521 | $26.5M | 9.21% |
| 2 | SPDR SERIES TRUST | 667,870 | $22.6M | 7.86% |
| 3 | ISHARES TR | 142,417 | $16.8M | 5.82% |
| 4 | VANGUARD INDEX FDS | 83,774 | $15.6M | 5.40% |
| 5 | J P MORGAN EXCHANGE TRADED F | 298,749 | $13.9M | 4.81% |
| 6 | SCHWAB STRATEGIC TR | 458,722 | $12.3M | 4.26% |
| 7 | SPDR INDEX SHS FDS | 278,664 | $12.1M | 4.21% |
| 8 | SPDR SERIES TRUST | 102,330 | $11.1M | 3.84% |
| 9 | ISHARES TR | 94,155 | $10.9M | 3.78% |
| 10 | CAPITAL GROUP GROWTH ETF | 237,737 | $10.7M | 3.70% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $258.4M | 89.7% |
| Technology | 11 | $12.6M | 4.4% |
| Industrials | 7 | $3.7M | 1.3% |
| Consumer Cyclical | 7 | $3.6M | 1.3% |
| Communication Services | 5 | $2.7M | 0.9% |
| Consumer Defensive | 4 | $2.3M | 0.8% |
| Healthcare | 5 | $1.9M | 0.7% |
| Unknown | 4 | $1.6M | 0.5% |
| Energy | 2 | $671K | 0.2% |
| Utilities | 1 | $268K | 0.1% |
| Basic Materials | 1 | $218K | 0.1% |