Latest Obsidian Personal Planning Solutions LLC Stock Portfolio
Obsidian Personal Planning Solutions LLC Performance:
2025 Q3: 1.76%YTD: 1.33%2024: 3.9%
Performance for 2025 Q3 is 1.76%, and YTD is 1.33%, and 2024 is 3.9%.
About Obsidian Personal Planning Solutions LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Obsidian Personal Planning Solutions LLC reported an equity portfolio of $288 Millions as of 30 Sep, 2025.
The top stock holdings of Obsidian Personal Planning Solutions LLC are DMXF, BIL, IJR. The fund has invested 9.2% of it's portfolio in ISHARES TR and 7.9% of portfolio in SPDR SERIES TRUST.
The fund managers got completely rid off PROGRESSIVE CORP (PGR), LINDE PLC (LIN) and VANGUARD BD INDEX FDS (BIV) stocks. They significantly reduced their stock positions in AFLAC INC (AFL), ISHARES TR (AGT) and VERIZON COMMUNICATIONS INC (VZ). Obsidian Personal Planning Solutions LLC opened new stock positions in EXXON MOBIL CORP (XOM), BLACKROCK INC and LYFT INC (LYFT). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), MARRIOTT INTL INC NEW (MAR) and JOHNSON & JOHNSON (JNJ).
The top stock holdings of Obsidian Personal Planning Solutions LLC are DMXF, BIL, IJR. The fund has invested 9.2% of it's portfolio in ISHARES TR and 7.9% of portfolio in SPDR SERIES TRUST.
The fund managers got completely rid off PROGRESSIVE CORP (PGR), LINDE PLC (LIN) and VANGUARD BD INDEX FDS (BIV) stocks. They significantly reduced their stock positions in AFLAC INC (AFL), ISHARES TR (AGT) and VERIZON COMMUNICATIONS INC (VZ). Obsidian Personal Planning Solutions LLC opened new stock positions in EXXON MOBIL CORP (XOM), BLACKROCK INC and LYFT INC (LYFT). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), MARRIOTT INTL INC NEW (MAR) and JOHNSON & JOHNSON (JNJ).
Obsidian Personal Planning Solutions LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Obsidian Personal Planning Solutions LLC made a return of 1.76% in the last quarter. In trailing 12 months, it's portfolio return was 2.43%.
New Buys
| Ticker | $ Bought |
|---|---|
| exxon mobil corp | 416,717 |
| blackrock inc | 264,206 |
| lyft inc | 258,185 |
| spdr gold tr | 244,800 |
| truist finl corp | 243,100 |
| spinnaker etf series | 232,180 |
| ishares tr | 212,542 |
| ishares tr | 209,398 |
New stocks bought by Obsidian Personal Planning Solutions LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 225 |
| marriott intl inc new | 89.61 |
| johnson & johnson | 26.1 |
| microsoft corp | 14.41 |
| nvidia corporation | 11.5 |
| rtx corporation | 10.96 |
| j p morgan exchange traded f | 10.43 |
| vanguard scottsdale fds | 9.61 |
Additions to existing portfolio by Obsidian Personal Planning Solutions LLC
Reductions
| Ticker | % Reduced |
|---|---|
| aflac inc | -14.45 |
| ishares tr | -10.73 |
| verizon communications inc | -10.61 |
| vanguard admiral fds inc | -9.06 |
| union pac corp | -7.89 |
| mcdonalds corp | -6.54 |
| walmart inc | -6.22 |
| ishares tr | -6.15 |
Obsidian Personal Planning Solutions LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard bd index fds | -209,183 |
| progressive corp | -235,637 |
| linde plc | -221,922 |
Obsidian Personal Planning Solutions LLC got rid off the above stocks
Sector Distribution
Obsidian Personal Planning Solutions LLC has about 86% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 86 |
| Technology | 4.5 |
| Utilities | 2.8 |
| Financial Services | 1.4 |
| Industrials | 1.3 |
| Consumer Cyclical | 1.2 |
Market Cap. Distribution
Obsidian Personal Planning Solutions LLC has about 10.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 85.9 |
| MEGA-CAP | 6.6 |
| LARGE-CAP | 4.3 |
| SMALL-CAP | 2.7 |
Stocks belong to which Index?
About 13.9% of the stocks held by Obsidian Personal Planning Solutions LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 86.1 |
| S&P 500 | 10.8 |
| RUSSELL 2000 | 3.1 |
Obsidian Personal Planning Solutions LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Obsidian Personal Planning Solutions LLC
Obsidian Personal Planning Solutions LLC has 119 stocks in it's portfolio. About 52.9% of the portfolio is in top 10 stocks. TXN proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Obsidian Personal Planning Solutions LLC last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.68 | 17,904 | 4,840,670 | added | 0.85 | ||
| AAXJ | ishares tr | 3.78 | 94,155 | 10,890,000 | added | 5.00 | ||
| AAXJ | ishares tr | 0.13 | 1,761 | 380,006 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.08 | 2,168 | 233,017 | reduced | -6.15 | ||
| ABBV | abbvie inc | 0.14 | 1,877 | 409,261 | added | 7.44 | ||
| ABC | cencora inc | 0.10 | 854 | 288,490 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.09 | 2,440 | 261,544 | reduced | -14.45 | ||
| AGT | ishares tr | 0.07 | 1,365 | 204,231 | reduced | -10.73 | ||
| AGZD | wisdomtree tr | 0.12 | 3,978 | 332,427 | unchanged | 0.00 | ||
| AMPS | ishares tr | 2.75 | 154,849 | 7,908,160 | added | 3.03 | ||
| AMZN | amazon com inc | 0.53 | 6,290 | 1,536,140 | added | 5.93 | ||
| AVGO | broadcom inc | 0.17 | 1,305 | 482,367 | added | 2.59 | ||
| AXP | american express co | 0.13 | 1,045 | 376,963 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.18 | 9,959 | 532,307 | added | 9.52 | ||
| BBAX | j p morgan exchange traded f | 4.81 | 298,749 | 13,864,900 | added | 3.81 | ||
| BBAX | j p morgan exchange traded f | 1.34 | 76,129 | 3,855,930 | added | 10.43 | ||
| BIL | spdr series trust | 7.86 | 667,870 | 22,627,400 | added | 1.22 | ||
| BIL | spdr series trust | 3.84 | 102,330 | 11,057,700 | added | 2.48 | ||
| BIL | spdr series trust | 3.58 | 41,467 | 10,306,600 | reduced | -0.01 | ||
| BIL | spdr series trust | 2.42 | 76,012 | 6,977,930 | added | 3.58 | ||