Obsidian Personal Planning Solutions LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Obsidian Personal Planning Solutions LLC 13F Holdings
CIK 0001909128 · ROCKVILLE, MD
As of Sep 30, 2025, Obsidian Personal Planning Solutions LLC reported
119 positions worth $288.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | IBTH | — | 1,178,521 | $26.5M | 9.21% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 667,870 | $22.6M | 7.86% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 142,417 |
|
6.8M5.82% |
| VANGUARD VALUE INDEX FUND | VTV | — | 83,774 |
5.6M | 5.40% |
| JPMORGAN INCOME ETF | JPIE | — | 298,749 |
3.9M | 4.81% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 458,722 |
2.3M | 4.26% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 278,664 |
2.1M | 4.21% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 102,330 |
1.1M | 3.84% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 94,155 |
0.9M | 3.78% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 237,737 |
0.7M | 3.70% |
| STATE STREET(R) SPDR(R) S&P(R) AEROSPACE & DEFENSE ETF | XAR | — | 41,467 |
0.3M | 3.58% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 192,080 | $9.1M | 3.15% |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | — | 114,079 | $8.8M | 3.06% |
| INVESCO S&P MIDCAP LOW VOLATILITY ETF | XMLV | — | 128,079 | $7.9M | 2.75% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 154,849 | $7.9M | 2.75% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF | MDYG | — | 76,012 | $7.0M | 2.42% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 134,409 | $6.4M | 2.22% |
| APPLE INC | AAPL | Technology | 17,904 | $4.8M | 1.68% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 17,744 | $4.8M | 1.67% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 51,751 | $4.6M | 1.58% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 76,129 | $3.9M | 1.34% |
| STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF | XLB | — | 43,159 | $3.7M | 1.28% |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | MEAR | — | 68,447 | $3.5M | 1.20% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 61,133 | $3.2M | 1.11% |
| MICROSOFT CORP | MSFT | Technology | 5,789 | $3.0M | 1.04% |