Obsidian Personal Planning Solutions LLC

Est. AUM

$288.0M

13F long equity, this entity only

Positions

119

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	IBONDS 27 TRM TS	$26.5M	1178521	9.21%	SOLE
2	SPDR SERIES TRUST	PORTFOLIO INTRMD	$22.6M	667870	7.86%	SOLE
3	ISHARES TR	CORE S&P SCP ETF	$16.8M	142417	5.83%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$15.6M	83774	5.40%	SOLE
5	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$13.9M	298749	4.81%	SOLE
6	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$12.3M	458722	4.26%	SOLE
7	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$12.1M	278664	4.21%	SOLE
8	SPDR SERIES TRUST	PRTFLO S&P500 GW	$11.1M	102330	3.84%	SOLE
9	ISHARES TR	EAFE GRWTH ETF	$10.9M	94155	3.78%	SOLE
10	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$10.7M	237737	3.70%	SOLE
11	SPDR SERIES TRUST	AEROSPACE DEF	$10.3M	41467	3.58%	SOLE
12	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$9.1M	192080	3.14%	SOLE
13	FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$8.8M	114079	3.06%	SOLE
14	INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$7.9M	128079	2.75%	SOLE
15	ISHARES TR	FLTG RATE NT ETF	$7.9M	154849	2.75%	SOLE
16	SPDR SERIES TRUST	S&P 400 MDCP GRW	$7.0M	76012	2.42%	SOLE
17	SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$6.4M	134409	2.22%	SOLE
18	APPLE INC	COM	$4.8M	17904	1.68%	SOLE
19	VANGUARD WORLD FD	HEALTH CAR ETF	$4.8M	17744	1.67%	SOLE
20	SELECT SECTOR SPDR TR	ENERGY	$4.6M	51751	1.58%	SOLE
21	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$3.9M	76129	1.34%	SOLE
22	SELECT SECTOR SPDR TR	SBI MATERIALS	$3.7M	43159	1.28%	SOLE
23	ISHARES U S ETF TR	SHORT MATURITY M	$3.5M	68447	1.20%	SOLE
24	SELECT SECTOR SPDR TR	FINANCIAL	$3.2M	61133	1.11%	SOLE
25	MICROSOFT CORP	COM	$3.0M	5789	1.04%	SOLE
26	VANGUARD INDEX FDS	GROWTH ETF	$3.0M	5925	1.03%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$1.9M	60537	0.67%	SOLE
28	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	30750	0.65%	SOLE
29	INTERNATIONAL BUSINESS MACHS	COM	$1.8M	5898	0.63%	SOLE
30	AMAZON COM INC	COM	$1.5M	6290	0.53%	SOLE
31	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	2412	0.52%	SOLE
32	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.3M	28269	0.45%	SOLE
33	CATERPILLAR INC	COM	$984K	1705	0.34%	SOLE
34	COSTCO WHSL CORP NEW	COM	$966K	1060	0.34%	SOLE
35	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$961K	17475	0.33%	SOLE
36	ALPHABET INC	CAP STK CL A	$837K	2978	0.29%	SOLE
37	PEPSICO INC	COM	$806K	5516	0.28%	SOLE
38	JPMORGAN CHASE & CO.	COM	$801K	2575	0.28%	SOLE
39	SELECT SECTOR SPDR TR	TECHNOLOGY	$787K	2618	0.27%	SOLE
40	RTX CORPORATION	COM	$783K	4385	0.27%	SOLE
41	META PLATFORMS INC	CL A	$730K	1126	0.25%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$687K	1438	0.24%	SOLE
43	VISA INC	COM CL A	$621K	1823	0.22%	SOLE
44	ALPHABET INC	CAP STK CL C	$605K	2146	0.21%	SOLE
45	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$587K	4179	0.20%	SOLE
46	MARRIOTT INTL INC NEW	CL A	$556K	2135	0.19%	SOLE
47	CSX CORP	COM	$541K	15021	0.19%	SOLE
48	BANK AMERICA CORP	COM	$532K	9959	0.18%	SOLE
49	JOHNSON & JOHNSON	COM	$526K	2783	0.18%	SOLE
50	ISHARES TR	CORE S&P500 ETF	$519K	758	0.18%	SOLE

1–50 of 119

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.