Obsidian Personal Planning Solutions LLC Top Holdings and 13F Report (2025) About Obsidian Personal Planning Solutions LLCInvestment ActivityObsidian Personal Planning Solutions LLC has $207.28 million in total holdings as of December 31, 2024.Obsidian Personal Planning Solutions LLC owns shares of 105 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 5.33% of the portfolio was purchased this quarter.About 0.52% of the portfolio was sold this quarter.This quarter, Obsidian Personal Planning Solutions LLC has purchased 101 new stocks and bought additional shares in 39 stocks.Obsidian Personal Planning Solutions LLC sold shares of 24 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $24,649,607Vanguard Value ETF $17,018,304iShares Core S&P Small-Cap ETF $15,548,567SPDR Portfolio Developed World ex-US ETF $8,702,103SPDR Portfolio S&P 500 Growth ETF $8,612,629 Largest New Holdings this Quarter iShares Russell Mid-Cap ETF $514,211 HoldingDiscover Financial Services $249,553 HoldingSPDR Portfolio Short Term Corporate Bond ETF $221,388 HoldingWalmart $219,388 HoldingCencora $217,095 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 10,338 shares (about $1.22M)SPDR Portfolio Intermediate Term Corporate Bond ETF 24,959 shares (about $822.40K)Vanguard Value ETF 4,314 shares (about $762.28K)Vanguard Mortgage-Backed Securities ETF 14,871 shares (about $678.12K)SPDR Portfolio Developed World ex-US ETF 17,182 shares (about $612.20K) Largest Sales this Quarter Procter & Gamble 998 shares (about $165.66K)Vanguard Growth ETF 246 shares (about $102.92K)Microsoft 216 shares (about $89.65K)Apple 289 shares (about $68.20K)Costco Wholesale 47 shares (about $46.05K) 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$24,649,607$822,399 ▲3.5%748,09111.9%ETFVTVVanguard Value ETF$17,018,304$762,283 ▲4.7%96,3128.2%ETFIJRiShares Core S&P Small-Cap ETF$15,548,567$1,224,433 ▲8.5%131,2787.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,702,103$612,195 ▲7.6%244,2354.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$8,612,629$383,800 ▲4.7%95,4844.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$8,486,190$678,116 ▲8.7%186,1014.1%ETFCGGRCapital Group Growth ETF$8,285,413$457,411 ▲5.8%210,7714.0%ETFXMLVInvesco S&P MidCap Low Volatility ETF$7,717,641$249,178 ▲3.3%124,4783.7%ETFFLOTiShares Floating Rate Bond ETF$7,307,287$355,261 ▲5.1%143,0563.5%ETFEFGiShares MSCI EAFE Growth ETF$7,302,023$601,521 ▲9.0%71,7433.5%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$7,129,431$269,859 ▲3.9%105,4653.4%ManufacturingSCHDSchwab US Dividend Equity ETF$6,783,337$336,409 ▲5.2%243,7423.3%ETFXARSPDR S&P Aerospace & Defense ETF$6,376,469$273,545 ▲4.5%36,3413.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$5,528,534$337,415 ▲6.5%142,7462.7%ETFPRFInvesco FTSE RAFI US 1000 ETF$5,401,596$183,205 ▲3.5%128,6092.6%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$5,055,592$431,688 ▲9.3%56,1672.4%ETFRSPMInvesco S&P 500 Equal Weight Materials ETF$4,759,214$39,421 ▲0.8%139,3212.3%ETFAAPLApple$4,165,774$68,202 ▼-1.6%17,6522.0%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$3,492,692$244,081 ▲7.5%39,3371.7%ETFJMUBJPMorgan Municipal ETF$3,364,591$209,018 ▲6.6%66,7711.6%ETFMEARiShares Short Maturity Municipal Bond Active ETF$3,294,830$143,500 ▲4.6%65,6211.6%ETFVUGVanguard Growth ETF$2,634,392$102,916 ▼-3.8%6,2971.3%ETFMSFTMicrosoft$2,111,391$89,652 ▼-4.1%5,0871.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,548,283$30,463 ▼-1.9%31,0030.7%ETFIBMInternational Business Machines$1,546,218$16,876 ▲1.1%6,0470.7%Computer and TechnologyAMZNAmazon.com$1,240,690$85,327 ▲7.4%5,2200.6%Retail/WholesaleCOSTCostco Wholesale$1,040,633$46,054 ▼-4.2%1,0620.5%Retail/WholesalePEPPepsiCo$842,452$301 ▲0.0%5,5910.4%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$833,573$7,548 ▼-0.9%18,7740.4%ETFVOOVanguard S&P 500 ETF$831,665$406,702 ▲95.7%1,5030.4%ETFBRK.BBerkshire Hathaway$714,019$3,748 ▲0.5%1,5240.3%FinanceJPMJPMorgan Chase & Co.$678,942$11,227 ▼-1.6%2,5400.3%FinanceMETAMeta Platforms$678,842$689 ▼-0.1%9850.3%Computer and TechnologyGOOGLAlphabet$663,145$4,489 ▲0.7%3,2500.3%Computer and TechnologyVVisa$602,433$4,101 ▲0.7%1,7630.3%Business ServicesCATCaterpillar$601,733$26,744 ▲4.7%1,6200.3%Industrial ProductsMARMarriott International$586,701$12,786 ▲2.2%2,0190.3%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$570,1300.0%2,4700.3%ETFUNPUnion Pacific$536,5640.0%2,1650.3%TransportationTXNTexas Instruments$515,0620.0%2,7900.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$514,211$514,211 ▲New Holding5,5850.2%ETFRTXRTX$509,6100.0%3,9520.2%AerospaceMCDMcDonald's$489,148$4,620 ▼-0.9%1,6940.2%Retail/WholesaleIVViShares Core S&P 500 ETF$484,333$91,908 ▲23.4%8010.2%ETFVYMVanguard High Dividend Yield ETF$478,3490.0%3,6140.2%ETFHONHoneywell International$475,629$31,321 ▼-6.2%2,1260.2%Multi-Sector ConglomeratesGOOGAlphabet$444,507$5,140 ▼-1.1%2,1620.2%Computer and TechnologyBXBlackstone$442,7750.0%2,5000.2%FinanceDHRDanaher$434,926$18,929 ▼-4.2%1,9530.2%MedicalBACBank of America$428,923$370 ▼-0.1%9,2640.2%FinanceCAMTCamtek$413,8020.0%4,3770.2%Computer and TechnologyVBVanguard Small-Cap ETF$411,157$3,245 ▼-0.8%1,6470.2%ETFVOTVanguard Mid-Cap Growth ETF$404,0670.0%1,4940.2%ETFCGDVCapital Group Dividend Value ETF$373,931$35,280 ▲10.4%10,1750.2%ETFVBRVanguard Small-Cap Value ETF$358,8990.0%1,7480.2%ETFPGProcter & Gamble$345,259$165,658 ▼-32.4%2,0800.2%Consumer StaplesJNJJohnson & Johnson$339,5990.0%2,2320.2%MedicalDGRWWisdomTree U.S. Quality Dividend Growth Fund$336,2820.0%4,0370.2%ManufacturingVOVanguard Mid-Cap ETF$333,7640.0%1,2110.2%ETFAXPAmerican Express$332,053$317 ▼-0.1%1,0460.2%FinanceABBVAbbVie$322,744$7,356 ▼-2.2%1,7550.2%MedicalWMWaste Management$319,3770.0%1,4500.2%Business ServicesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$310,9450.0%3,0860.2%ETFAFLAflac$305,782$215 ▲0.1%2,8480.1%FinanceAVGOBroadcom$288,327$3,098 ▲1.1%1,3030.1%Computer and TechnologyHDHome Depot$286,738$1,236 ▼-0.4%6960.1%Retail/WholesaleCSCOCisco Systems$285,1840.0%4,7060.1%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$278,0950.0%9530.1%ETFITAiShares U.S. Aerospace & Defense ETF$275,7370.0%1,7610.1%ETFMRKMerck & Co., Inc.$273,040$11,760 ▲4.5%2,7630.1%MedicalMAMastercard$268,703$29,979 ▲12.6%4840.1%Business ServicesTAT&T$266,183$7,665 ▲3.0%11,2170.1%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$264,5500.0%2,5840.1%ETFCSXCSX$260,0350.0%7,9110.1%TransportationXLUUtilities Select Sector SPDR Fund$255,0570.0%3,2750.1%ETFVOOVVanguard S&P 500 Value ETF$254,725$31,698 ▲14.2%1,3420.1%ETFDEDeere & Company$253,5300.0%5320.1%Industrial ProductsVXUSVanguard Total International Stock ETF$253,3660.0%4,1590.1%ETFBKBank of New York Mellon$253,150$1,203 ▼-0.5%2,9460.1%FinanceDTDWisdomTree Total U.S. Dividend Fund$252,0360.0%3,2170.1%FinanceNVDANVIDIA$251,907$16,810 ▲7.2%2,0980.1%Computer and TechnologyDFSDiscover Financial Services$249,553$249,553 ▲New Holding1,2410.1%FinanceMCKMcKesson$246,2260.0%4140.1%MedicalMUBiShares National Muni Bond ETF$246,1070.0%2,3100.1%ETFYUMYum! Brands$245,4700.0%1,8810.1%Retail/WholesaleTMUST-Mobile US$245,084$233 ▼-0.1%1,0520.1%Computer and TechnologyDDWMWisdomTree Dynamic Currency Hedged International Equity Fund$244,4030.0%6,8250.1%FinanceDUKDuke Energy$241,2260.0%2,1540.1%UtilitiesVOOGVanguard S&P 500 Growth ETF$230,9940.0%6150.1%ETFIVEiShares S&P 500 Value ETF$227,7530.0%1,1610.1%ETFSHWSherwin-Williams$225,9990.0%6310.1%Basic MaterialsVZVerizon Communications$225,166$13,748 ▼-5.8%5,7160.1%Computer and TechnologyTJXTJX Companies$222,376$374 ▼-0.2%1,7820.1%Retail/WholesaleSPSBSPDR Portfolio Short Term Corporate Bond ETF$221,388$221,388 ▲New Holding7,3750.1%ETFWMTWalmart$219,388$219,388 ▲New Holding2,2350.1%Retail/WholesalePGRProgressive$217,6070.0%8830.1%FinanceCORCencora$217,095$217,095 ▲New Holding8540.1%MedicalLAM RESEARCH CORP$216,241$216,241 ▲New Holding2,6680.1%COM NEWAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$211,4370.0%4,9240.1%FinanceLINDE PLC$211,0150.0%4730.1%SHSShowing 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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