Obsidian Personal Planning Solutions LLC 13F Holdings · last filed Q3 2025
Obsidian Personal Planning Solutions LLC reported 119 securities worth $288.01M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: IBTH (9.21%), SPIB (7.86%), IJR (5.82%). Among its top 25 positions this quarter: 24 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBTH | ISHARES TR | $26.5M | 9.21% | 1.2M | Added |
| 2 | SPIB | SPDR SERIES TRUST | $22.6M | 7.86% | 667,870 | Added |
| 3 | IJR | ISHARES TR | $16.8M | 5.82% | 142,417 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $15.6M | 5.40% | 83,774 | Added |
| 5 | JPIE | J P MORGAN EXCHANGE TRADED F | $13.9M | 4.81% | 298,749 | Added |
| 6 | SCHD | SCHWAB STRATEGIC TR | $12.3M | 4.26% | 458,722 | Added |
| 7 | SPDW | SPDR INDEX SHS FDS | $12.1M | 4.21% | 278,664 | Added |
| 8 | SPYG | SPDR SERIES TRUST | $11.1M | 3.84% | 102,330 | Added |
| 9 | EFG | ISHARES TR | $10.9M | 3.78% | 94,155 | Added |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | $10.7M | 3.70% | 237,737 | Added |
| 11 | XAR | SPDR SERIES TRUST | $10.3M | 3.58% | 41,467 | Trimmed |
| 12 | VMBS | VANGUARD SCOTTSDALE FDS | $9.1M | 3.15% | 192,080 | Added |
| 13 | CIBR | FIRST TR EXCHANGE TRADED FD | $8.8M | 3.06% | 114,079 | Added |
| 14 | FLOT | ISHARES TR | $7.9M | 2.75% | 154,849 | Added |
| 15 | XMLV | INVESCO EXCH TRADED FD TR II | $7.9M | 2.75% | 128,079 | Added |
| 16 | MDYG | SPDR SERIES TRUST | $7.0M | 2.42% | 76,012 | Added |
| 17 | SPEM | SPDR INDEX SHS FDS | $6.4M | 2.22% | 134,409 | Added |
| 18 | AAPL | APPLE INC | $4.8M | 1.68% | 17,904 | Added |
| 19 | VHT | VANGUARD WORLD FD | $4.8M | 1.67% | 17,744 | Added |
| 20 | XLE | SELECT SECTOR SPDR TR | $4.6M | 1.58% | 51,751 | Added |
| 21 | JMUB | J P MORGAN EXCHANGE TRADED F | $3.9M | 1.34% | 76,129 | Added |
| 22 | XLB | SELECT SECTOR SPDR TR | $3.7M | 1.28% | 43,159 | Added |
| 23 | MEAR | ISHARES U S ETF TR | $3.5M | 1.20% | 68,447 | Added |
| 24 | XLF | SELECT SECTOR SPDR TR | $3.2M | 1.11% | 61,133 | Added |
| 25 | MSFT | MICROSOFT CORP | $3.0M | 1.04% | 5,789 | Added |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR