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CIK: 0001909128
Total reported value
$288.0M
$288.0M
101 檔
24.1%
According to the latest 13F quarterly dataset, Obsidian Personal Planning Solutions LLC managed an equity portfolio of $288.0M at the end of Q3 2024, spanning 101 distinct U.S. exchange-listed positions.
During Q3 2024, Obsidian Personal Planning Solutions LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 12.49% | -1.71% | +161.56% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 8.28% | -0.58% | +7.29% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.20% | -0.24% | +10.39% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.23% | -0.22% | +11.26% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.10% | -0.59% | +16.78% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.93% | +0.28% | +6.63% | |
| 7 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 3.85% | -0.52% | +8.78% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.63% | -0.60% | +12.33% | |
| 9 | CGGR | Cap Group Growth Equity | ETF-Other | 3.62% | +0.27% | +8.66% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.47% | -0.26% | +16.31% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.42% | -0.52% | +222.10% | |
| 12 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 3.19% | -0.20% | +12.92% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.82% | -0.06% | +17.51% | |
| 14 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.80% | +0.49% | +10.20% | |
| 15 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.63% | — | +10.51% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.61% | — | +7.20% | |
| 17 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 2.33% | -0.09% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.04% | -0.53% | |
| 19 | XLB | Ss Materials Select Sector | ETF-Other | 1.79% | -0.18% | +9.99% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.65% | -0.17% | — | |
| 21 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.64% | — | +12.01% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.31% | -0.01% | -3.14% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | +0.15% | +0.95% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | -0.08% | -2.05% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | -0.01% | -0.12% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | — | -0.81% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | — | +0.02% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.09% | +2.04% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | — | -2.41% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | — | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | +0.12% | -10.00% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | — | -0.12% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 0.30% | — | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | — | -0.30% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.06% | +4.36% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.29% | +0.04% | — | |
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.27% | — | -2.18% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | — | -0.77% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | — | -2.51% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.26% | — | -1.46% | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.26% | — | -1.83% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.26% | — | -2.17% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.25% | +0.05% | — | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.24% | — | — | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.24% | — | -0.47% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.22% | — | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.18% | +22.68% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.20% | — | -0.24% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.20% | — | +0.93% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.05% | — |
According to official SEC Form 13F filings, Obsidian Personal Planning Solutions LLC reported a total U.S. public equity portfolio value of $288.0M across 101 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPIB, VTV, IJR) accounted for 24.1% of total reported equity market value during Q3 2024.
During Q3 2024, Obsidian Personal Planning Solutions LLC's top holdings by market value included SPIB (12.5%)、VTV (8.3%)、IJR (7.2%). The largest single position, SPIB, represented 12.5% of total portfolio value.
In Q3 2024, Obsidian Personal Planning Solutions LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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