Obsidian Personal Planning Solutions LLC Top Holdings and 13F Report (2025) About Obsidian Personal Planning Solutions LLCInvestment ActivityObsidian Personal Planning Solutions LLC has $247.09 million in total holdings as of June 30, 2025.Obsidian Personal Planning Solutions LLC owns shares of 113 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 3.83% of the portfolio was purchased this quarter.About 0.25% of the portfolio was sold this quarter.This quarter, Obsidian Personal Planning Solutions LLC has purchased 105 new stocks and bought additional shares in 41 stocks.Obsidian Personal Planning Solutions LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $22,156,369iShares Core S&P Small-Cap ETF $15,267,258Vanguard Value ETF $14,429,243JPMorgan Income ETF $13,330,304Schwab US Dividend Equity ETF $11,436,319 Largest New Holdings this Quarter 464287499 - iShares Russell Mid-Cap ETF $277,290 Holding14040H105 - Capital One Financial $271,324 Holding512807306 - LAM RESEARCH CORP $264,083 Holding922908512 - Vanguard Mid-Cap Value ETF $223,501 Holding67066G104 - NVIDIA $222,608 Holding Largest Purchases this Quarter iShares iBonds Dec 2027 Term Treasury ETF 47,809 shares (about $1.08M)SPDR Portfolio Intermediate Term Corporate Bond ETF 16,388 shares (about $550.31K)Vanguard S&P 500 ETF 903 shares (about $513.00K)iShares Core S&P Small-Cap ETF 4,080 shares (about $445.90K)Schwab US Dividend Equity ETF 16,781 shares (about $444.70K) Largest Sales this Quarter Marriott International 533 shares (about $145.62K)Alphabet 439 shares (about $77.38K)Invesco S&P 500 Equal Weight Materials ETF 847 shares (about $27.45K)Invesco RAFI US 1000 ETF 602 shares (about $25.45K)WisdomTree Dynamic International Equity Fund 529 shares (about $20.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofObsidian Personal Planning Solutions LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$22,156,369$550,309 ▲2.5%659,8089.0%ETFIJRiShares Core S&P Small-Cap ETF$15,267,258$445,903 ▲3.0%139,6956.2%ETFVTVVanguard Value ETF$14,429,243$219,688 ▲1.5%81,6415.8%ETFJPIEJPMorgan Income ETF$13,330,304$408,821 ▲3.2%287,7875.4%ETFSCHDSchwab US Dividend Equity ETF$11,436,319$444,697 ▲4.0%431,5594.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$10,904,590$287,317 ▲2.7%269,3164.4%ETFEFGiShares MSCI EAFE Growth ETF$10,043,361$334,208 ▲3.4%89,6734.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$9,518,009$241,160 ▲2.6%99,8533.9%ETFCGGRCapital Group Growth ETF$9,218,694$250,770 ▲2.8%226,7823.7%ETFXARSPDR S&P Aerospace & Defense ETF$8,747,829$202,501 ▲2.4%41,4713.5%ETFVMBSVanguard Mortgage-Backed Securities ETF$8,675,935$295,465 ▲3.5%187,2233.5%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$8,452,672$155,091 ▲1.9%111,8373.4%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$8,141,043$1,075,224 ▲15.2%361,9853.3%ManufacturingXMLVInvesco S&P MidCap Low Volatility ETF$7,699,565$166,817 ▲2.2%124,8513.1%ETFFLOTiShares Floating Rate Bond ETF$7,667,989$158,519 ▲2.1%150,2943.1%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$6,374,914$198,497 ▲3.2%73,3852.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$5,672,207$144,162 ▲2.6%132,7142.3%ETFVHTVanguard Health Care ETF$4,276,998$124,918 ▲3.0%17,2221.7%ETFXLEEnergy Select Sector SPDR Fund$4,043,226$213,551 ▲5.6%47,6741.6%ETFAAPLApple$3,642,297$103,814 ▲2.9%17,7531.5%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$3,534,411$115,908 ▲3.4%40,2511.4%ETFJMUBJPMorgan Municipal ETF$3,422,082$42,492 ▲1.3%68,9381.4%ETFMEARiShares Short Maturity Municipal Bond Active ETF$3,333,052$58,514 ▲1.8%66,3031.3%ETFXLFFinancial Select Sector SPDR Fund$2,952,987$131,292 ▲4.7%56,3871.2%ETFVUGVanguard Growth ETF$2,691,523$2,192 ▲0.1%6,1391.1%ETFMSFTMicrosoft$2,516,882$4,477 ▲0.2%5,0601.0%Computer and TechnologyRSPMInvesco S&P 500 Equal Weight Materials ETF$2,027,353$27,451 ▼-1.3%62,5530.8%ETFVEAVanguard FTSE Developed Markets ETF$1,761,948$2,793 ▼-0.2%30,9060.7%ETFIBMInternational Business Machines$1,738,612$19,455 ▼-1.1%5,8980.7%Computer and TechnologyVOOVanguard S&P 500 ETF$1,393,559$512,998 ▲58.3%2,4530.6%ETFAMZNAmazon.com$1,302,738$135,583 ▲11.6%5,9380.5%Retail/WholesalePRFInvesco RAFI US 1000 ETF$1,250,963$25,446 ▼-2.0%29,5950.5%ETFCOSTCostco Wholesale$1,049,3360.0%1,0600.4%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$875,609$1,929 ▼-0.2%17,7030.4%ETFMETAMeta Platforms$799,479$72,344 ▲9.9%1,0830.3%Computer and TechnologyJPMJPMorgan Chase & Co.$736,3710.0%2,5400.3%FinanceBRK.BBerkshire Hathaway$731,327$2,914 ▼-0.4%1,5060.3%FinancePEPPepsiCo$717,456$264 ▲0.0%5,4340.3%Consumer StaplesCATCaterpillar$670,050$43,479 ▲6.9%1,7260.3%IndustrialsXLKTechnology Select Sector SPDR Fund$666,302$42,040 ▲6.7%2,6310.3%ETFVVisa$620,269$1,775 ▲0.3%1,7470.3%Business ServicesTXNTexas Instruments$579,2600.0%2,7900.2%Computer and TechnologyRTXRTX$577,0710.0%3,9520.2%AerospaceVYMVanguard High Dividend Yield ETF$557,1020.0%4,1790.2%ETFUNPUnion Pacific$498,503$230 ▲0.0%2,1670.2%TransportationMCDMcDonald's$495,837$292 ▲0.1%1,6970.2%Retail/WholesaleGOOGLAlphabet$495,284$77,377 ▼-13.5%2,8100.2%Computer and TechnologyCSXCSX$490,1350.0%15,0210.2%TransportationHONHoneywell International$478,3360.0%2,0540.2%Multi-Sector ConglomeratesIVViShares Core S&P 500 ETF$470,6420.0%7580.2%ETFCGDVCapital Group Dividend Value ETF$452,121$50,310 ▲12.5%11,4490.2%ETFBACBank of America$430,280$47 ▲0.0%9,0930.2%FinanceVOTVanguard Mid-Cap Growth ETF$424,8790.0%1,4940.2%ETFVBVanguard Small-Cap ETF$390,3060.0%1,6470.2%ETFDHRDanaher$385,7570.0%1,9530.2%MedicalMAMastercard$384,246$112,353 ▲41.3%6840.2%Business ServicesGOOGAlphabet$378,018$5,499 ▼-1.4%2,1310.2%Computer and TechnologyBXBlackstone$373,9500.0%2,5000.2%FinanceVXUSVanguard Total International Stock ETF$372,810$30,192 ▲8.8%5,3960.2%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$353,5500.0%4,2220.1%ManufacturingAVGOBroadcom$350,627$5,237 ▼-1.5%1,2720.1%Computer and TechnologyCAMTCamtek$338,2400.0%4,0000.1%Computer and TechnologyJNJJohnson & Johnson$337,1190.0%2,2070.1%MedicalVBRVanguard Small-Cap Value ETF$335,6120.0%1,7210.1%ETFAXPAmerican Express$333,334$319 ▼-0.1%1,0450.1%FinanceITAiShares U.S. Aerospace & Defense ETF$332,1950.0%1,7610.1%ETFWMWaste Management$329,7300.0%1,4410.1%Business ServicesPGProcter & Gamble$329,6330.0%2,0690.1%Consumer StaplesVOVanguard Mid-Cap ETF$329,3600.0%1,1770.1%ETFCSCOCisco Systems$326,5020.0%4,7060.1%Computer and TechnologyABBVAbbVie$324,278$1,114 ▼-0.3%1,7470.1%MedicalDTDWisdomTree U.S. Total Dividend Fund$316,331$16,858 ▼-5.1%3,9780.1%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$310,2510.0%3,0860.1%ETFMARMarriott International$307,634$145,621 ▼-32.1%1,1260.1%Consumer DiscretionaryTAT&T$304,915$16,062 ▼-5.0%10,5360.1%Computer and TechnologyMCKMcKesson$303,3710.0%4140.1%MedicalAFLAflac$300,785$211 ▲0.1%2,8520.1%FinanceXLCCommunication Services Select Sector SPDR Fund$280,4420.0%2,5840.1%ETFIWRiShares Russell Mid-Cap ETF$277,290$277,290 ▲New Holding3,0150.1%ETFCOFCapital One Financial$271,324$271,324 ▲New Holding1,2750.1%FinanceDEDeere & Company$270,5170.0%5320.1%IndustrialsBKBank of New York Mellon$267,955$456 ▼-0.2%2,9410.1%FinanceXLUUtilities Select Sector SPDR Fund$267,4360.0%3,2750.1%ETFLAM RESEARCH CORP$264,083$264,083 ▲New Holding2,7130.1%COM NEWCORCencora$256,0720.0%8540.1%MedicalDUKDuke Energy$254,1720.0%2,1540.1%UtilitiesYUMYum! Brands$253,981$12,299 ▼-4.6%1,7140.1%Retail/WholesaleTMUST-Mobile US$250,173$238 ▼-0.1%1,0500.1%Computer and TechnologyVZVerizon Communications$247,619$130 ▲0.1%5,7230.1%Computer and TechnologyHDHome Depot$247,4820.0%6750.1%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$246,4770.0%8900.1%ETFVOOGVanguard S&P 500 Growth ETF$243,8720.0%6150.1%ETFVOOVVanguard S&P 500 Value ETF$243,813$9,435 ▼-3.7%1,2920.1%ETFMUBiShares National Muni Bond ETF$241,3490.0%2,3100.1%ETFWMTWalmart$240,5390.0%2,4600.1%Retail/WholesalePGRProgressive$235,6370.0%8830.1%FinanceAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$234,0310.0%5,3640.1%FinanceVOEVanguard Mid-Cap Value ETF$223,501$223,501 ▲New Holding1,3590.1%ETFNVDANVIDIA$222,608$222,608 ▲New Holding1,4090.1%Computer and TechnologyLINDE PLC$221,9220.0%4730.1%SHSShowing largest 100 holdings. View all holdings. 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