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CIK: 0001909128
Total reported value
$288.0M
$288.0M
105 檔
25.0%
According to the latest 13F quarterly dataset, Obsidian Personal Planning Solutions LLC managed an equity portfolio of $288.0M at the end of Q1 2025, spanning 105 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | 9.57% | -1.71% | -13.99% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.06% | -0.24% | +3.30% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.98% | -0.58% | -16.52% | |
| 4 | JPIE | Jpmorgan Income ETF | ETF-Other | 5.73% | -0.92% | — | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.78% | -0.52% | +70.17% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.43% | -0.22% | +7.36% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.04% | -0.26% | +20.83% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.74% | -0.59% | -2.82% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.56% | +0.28% | +1.93% | |
| 10 | CGGR | Cap Group Growth Equity | ETF-Other | 3.43% | +0.27% | +4.67% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.35% | -0.60% | +2.89% | |
| 12 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 3.27% | -0.52% | -1.87% | |
| 13 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 3.26% | -0.20% | +4.10% | |
| 14 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 3.17% | +6.04% | — | |
| 15 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 3.09% | +0.49% | +11.47% | |
| 16 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 2.51% | -0.09% | +26.59% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.28% | -0.06% | -9.39% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 1.91% | -0.24% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.64% | +0.04% | -2.29% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.62% | -0.04% | — | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.51% | -0.17% | +1.96% | |
| 22 | XLB | Ss Materials Select Sector | ETF-Other | 1.46% | -0.18% | -1.03% | |
| 23 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.46% | — | -0.73% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.17% | -0.06% | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 1.04% | -0.01% | -2.59% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | +0.15% | -0.71% | |
| 27 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.87% | — | -54.49% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.73% | -0.08% | -0.15% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | -0.01% | -1.37% | |
| 30 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.53% | — | -76.52% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | — | -0.19% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.09% | +1.92% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | -0.79% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | — | -5.50% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.18% | +3.13% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.33% | — | -2.84% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | — | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | — | -1.19% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.24% | — | +0.12% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | — | — | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.23% | — | +15.63% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.23% | +0.04% | -0.20% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.06% | -0.03% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | +0.12% | -0.37% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.22% | +0.05% | — | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.21% | — | +0.05% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.20% | — | — | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.19% | — | -3.39% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | -5.37% | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.19% | — | +89.87% |
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 105 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPIB, IJR, VTV) accounted for 25.0% of total reported equity market value during Q1 2025.
During Q1 2025, Obsidian Personal Planning Solutions LLC's top holdings by market value included SPIB (9.6%)、IJR (6.1%)、VTV (6.0%). The largest single position, SPIB, represented 9.6% of total portfolio value.
In Q1 2025, 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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