Obsidian Personal Planning Solutions LLC Top Holdings and 13F Report (2025) About Obsidian Personal Planning Solutions LLCInvestment ActivityObsidian Personal Planning Solutions LLC has $223.91 million in total holdings as of March 31, 2025.Obsidian Personal Planning Solutions LLC owns shares of 105 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 18.60% of the portfolio was purchased this quarter.About 7.09% of the portfolio was sold this quarter.This quarter, Obsidian Personal Planning Solutions LLC has purchased 105 new stocks and bought additional shares in 24 stocks.Obsidian Personal Planning Solutions LLC sold shares of 42 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $21,425,877iShares Core S&P Small-Cap ETF $13,579,168Vanguard Value ETF $13,384,671JPMorgan Income ETF $12,840,583Schwab US Dividend Equity ETF $10,709,567 Largest New Holdings this Quarter 46641Q159 - JPMorgan Income ETF $12,840,583 Holding46436E841 - iShares iBonds Dec 2027 Term Treasury ETF $7,090,952 Holding92204A504 - Vanguard Health Care ETF $4,278,268 Holding81369Y506 - Energy Select Sector SPDR Fund $3,635,036 Holding81369Y605 - Financial Select Sector SPDR Fund $2,627,189 Holding Largest Purchases this Quarter JPMorgan Income ETF 278,961 shares (about $12.84M)iShares iBonds Dec 2027 Term Treasury ETF 314,176 shares (about $7.09M)Schwab US Dividend Equity ETF 171,036 shares (about $4.42M)Vanguard Health Care ETF 16,719 shares (about $4.28M)Energy Select Sector SPDR Fund 45,156 shares (about $3.64M) Largest Sales this Quarter Invesco FTSE RAFI US 1000 ETF 98,412 shares (about $3.85M)SPDR Portfolio Intermediate Term Corporate Bond ETF 104,671 shares (about $3.49M)Vanguard Value ETF 15,914 shares (about $2.65M)Invesco S&P 500 Equal Weight Materials ETF 75,921 shares (about $2.34M)SPDR Portfolio Emerging Markets ETF 13,405 shares (about $528.02K) 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$21,425,877$3,485,543 ▼-14.0%643,4209.6%ETFIJRiShares Core S&P Small-Cap ETF$13,579,168$434,265 ▲3.3%135,6156.1%ETFVTVVanguard Value ETF$13,384,671$2,649,365 ▼-16.5%80,3986.0%ETFJPIEJPMorgan Income ETF$12,840,583$12,840,583 ▲New Holding278,9615.7%ETFSCHDSchwab US Dividend Equity ETF$10,709,567$4,416,149 ▲70.2%414,7784.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$9,927,631$680,911 ▲7.4%262,2204.4%ETFEFGiShares MSCI EAFE Growth ETF$9,046,885$1,559,768 ▲20.8%86,6894.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$8,376,814$243,365 ▼-2.8%180,8473.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$7,980,509$150,798 ▲1.9%97,3233.6%ETFCGGRCapital Group Growth ETF$7,686,162$342,896 ▲4.7%220,6133.4%ETFFLOTiShares Floating Rate Bond ETF$7,494,738$210,350 ▲2.9%147,1873.3%ETFXMLVInvesco S&P MidCap Low Volatility ETF$7,331,176$139,966 ▼-1.9%122,1463.3%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$7,305,092$287,453 ▲4.1%109,7853.3%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$7,090,952$7,090,952 ▲New Holding314,1763.2%ManufacturingXARSPDR S&P Aerospace & Defense ETF$6,925,693$712,896 ▲11.5%40,5113.1%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$5,631,084$1,182,686 ▲26.6%71,1002.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$5,094,747$528,023 ▼-9.4%129,3412.3%ETFVHTVanguard Health Care ETF$4,278,268$4,278,268 ▲New Holding16,7191.9%ETFAAPLApple$3,664,898$86,060 ▼-2.3%17,2471.6%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$3,635,036$3,635,036 ▲New Holding45,1561.6%ETFJMUBJPMorgan Municipal ETF$3,384,356$65,170 ▲2.0%68,0821.5%ETFXLBMaterials Select Sector SPDR Fund$3,265,886$34,059 ▼-1.0%38,9311.5%ETFMEARiShares Short Maturity Municipal Bond Active ETF$3,264,115$24,153 ▼-0.7%65,1391.5%ETFXLFFinancial Select Sector SPDR Fund$2,627,189$2,627,189 ▲New Holding53,8801.2%ETFVUGVanguard Growth ETF$2,320,591$61,666 ▼-2.6%6,1341.0%ETFMSFTMicrosoft$1,996,444$14,229 ▼-0.7%5,0510.9%Computer and TechnologyRSPMInvesco S&P 500 Equal Weight Materials ETF$1,953,341$2,339,110 ▼-54.5%63,4000.9%ETFVEAVanguard FTSE Developed Markets ETF$1,636,611$2,538 ▼-0.2%30,9550.7%ETFIBMInternational Business Machines$1,442,214$20,071 ▼-1.4%5,9640.6%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$1,182,832$3,854,849 ▼-76.5%30,1970.5%ETFCOSTCostco Wholesale$1,054,170$1,989 ▼-0.2%1,0600.5%Retail/WholesaleAMZNAmazon.com$981,114$18,442 ▲1.9%5,3200.4%Retail/WholesaleBRK.BBerkshire Hathaway$806,541$6,401 ▼-0.8%1,5120.4%FinanceVWOVanguard FTSE Emerging Markets ETF$802,835$46,699 ▼-5.5%17,7420.4%ETFVOOVanguard S&P 500 ETF$790,260$23,963 ▲3.1%1,5500.4%ETFPEPPepsiCo$736,467$21,557 ▼-2.8%5,4320.3%Consumer StaplesJPMJPMorgan Chase & Co.$621,3350.0%2,5400.3%FinanceVVisa$601,703$7,254 ▼-1.2%1,7420.3%Business ServicesMCDMcDonald's$542,026$639 ▲0.1%1,6960.2%Retail/WholesaleMETAMeta Platforms$540,7650.0%9850.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$519,868$70,286 ▲15.6%4,1790.2%ETFXLKTechnology Select Sector SPDR Fund$517,612$1,050 ▼-0.2%2,4650.2%ETFGOOGLAlphabet$516,006$159 ▼0.0%3,2490.2%Computer and TechnologyCATCaterpillar$499,162$1,856 ▼-0.4%1,6140.2%IndustrialsRTXRTX$498,4660.0%3,9520.2%AerospaceUNPUnion Pacific$467,123$216 ▲0.0%2,1660.2%TransportationTXNTexas Instruments$446,5400.0%2,7900.2%Computer and TechnologyHONHoneywell International$432,367$15,156 ▼-3.4%2,0540.2%Multi-Sector ConglomeratesIVViShares Core S&P 500 ETF$422,934$23,992 ▼-5.4%7580.2%ETFCSXCSX$421,639$199,577 ▲89.9%15,0210.2%TransportationMARMarriott International$395,804$85,889 ▼-17.8%1,6590.2%Consumer DiscretionaryDHRDanaher$389,2530.0%1,9530.2%MedicalVOTVanguard Mid-Cap Growth ETF$371,8570.0%1,4940.2%ETFBACBank of America$362,589$6,859 ▼-1.9%9,0920.2%FinanceVBVanguard Small-Cap ETF$355,9990.0%1,6470.2%ETFCGDVCapital Group Dividend Value ETF$355,5140.0%10,1750.2%ETFGOOGAlphabet$347,8440.0%2,1620.2%Computer and TechnologyJNJJohnson & Johnson$344,976$3,908 ▼-1.1%2,2070.2%MedicalABBVAbbVie$342,010$390 ▼-0.1%1,7530.2%MedicalPGProcter & Gamble$336,357$1,788 ▼-0.5%2,0690.2%Consumer StaplesWMWaste Management$336,272$2,100 ▼-0.6%1,4410.2%Business ServicesBXBlackstone$329,2750.0%2,5000.1%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$327,881$14,367 ▲4.6%4,2220.1%ManufacturingVXUSVanguard Total International Stock ETF$316,682$51,088 ▲19.2%4,9590.1%ETFDTDWisdomTree Total U.S. Dividend Fund$311,904$72,430 ▲30.2%4,1900.1%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$309,8650.0%3,0860.1%ETFVBRVanguard Small-Cap Value ETF$309,746$4,859 ▼-1.5%1,7210.1%ETFAFLAflac$309,717$217 ▲0.1%2,8500.1%FinanceTAT&T$307,214$3,490 ▼-1.1%11,0910.1%Computer and TechnologyVOVanguard Mid-Cap ETF$301,418$8,707 ▼-2.8%1,1770.1%ETFMCKMcKesson$295,0950.0%4140.1%MedicalAXPAmerican Express$278,6650.0%1,0460.1%FinanceITAiShares U.S. Aerospace & Defense ETF$276,3190.0%1,7610.1%ETFCSCOCisco Systems$271,6770.0%4,7060.1%Computer and TechnologyYUMYum! Brands$270,341$12,637 ▼-4.5%1,7970.1%Retail/WholesaleMAMastercard$265,1400.0%4840.1%Business ServicesDUKDuke Energy$262,8310.0%2,1540.1%UtilitiesCAMTCamtek$261,360$24,633 ▼-8.6%4,0000.1%Computer and TechnologyTMUST-Mobile US$259,544$247 ▼-0.1%1,0510.1%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$258,3980.0%3,2750.1%ETFVZVerizon Communications$252,005$176 ▲0.1%5,7200.1%Computer and TechnologyCORCencora$249,9400.0%8540.1%MedicalPGRProgressive$248,7760.0%8830.1%FinanceAVGOBroadcom$248,479$2,310 ▼-0.9%1,2910.1%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$246,6170.0%2,5840.1%ETFDEDeere & Company$246,6140.0%5320.1%IndustrialsHDHome Depot$243,331$7,570 ▼-3.0%6750.1%Retail/WholesaleMUBiShares National Muni Bond ETF$241,9260.0%2,3100.1%ETFWMTWalmart$239,235$21,881 ▲10.1%2,4600.1%Retail/WholesaleVOOVVanguard S&P 500 Value ETF$237,7760.0%1,3420.1%ETFBKBank of New York Mellon$236,8880.0%2,9460.1%FinanceMRKMerck & Co., Inc.$235,4080.0%2,7630.1%MedicalAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$232,047$19,034 ▲8.9%5,3640.1%FinanceDFSDiscover Financial Services$226,6930.0%1,2410.1%FinanceDDWMWisdomTree Dynamic International Equity Fund$225,581$33,087 ▼-12.8%5,9520.1%FinanceTJXTJX Companies$223,646$5,662 ▼-2.5%1,7380.1%Retail/WholesaleSHWSherwin-Williams$222,6930.0%6310.1%Basic MaterialsVBKVanguard Small-Cap Growth ETF$220,684$15,621 ▼-6.6%8900.1%ETFLINDE PLC$214,3780.0%4730.1%SHSFIRST TR EXCHNG TRADED FD VI$211,657$211,657 ▲New Holding6,7410.1%VEST US EQUITY MShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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