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Latest Obsidian Personal Planning Solutions LLC Stock Portfolio

$288Million | No. of Holdings #119

Obsidian Personal Planning Solutions LLC Performance

2025 Q3+1.76%
YTD+1.33%
2024+3.90%

About Obsidian Personal Planning Solutions LLC and 13F Hedge Fund Stock Holdings

On 2025-11-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Obsidian Personal Planning Solutions LLC reported an equity portfolio of $288 Millions as of 30 Sep, 2025. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 13 Nov, 2025
$288Million
  as of Nov 13, 2025

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%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxon mobil corp416,717
blackrock inc264,206
lyft inc258,185
spdr gold tr244,800
truist finl corp243,100
spinnaker etf series232,180
ishares tr212,542
ishares tr209,398
New stocks bought by Obsidian Personal Planning Solutions LLC

Additions

Ticker% Inc.
ishares tr225
marriott intl inc new89.61
johnson & johnson26.1
microsoft corp14.41
nvidia corporation11.5
rtx corporation10.96
j p morgan exchange traded f10.43
vanguard scottsdale fds9.61
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.

  • Others
  • Technology
  • Utilities
  • Financial Services
  • Industrials
  • Consumer Cyclical
Sector%
Others86
Technology4.5
Utilities2.8
Financial Services1.4
Industrials1.3
Consumer Cyclical1.2

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.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
Category%
UNALLOCATED85.9
MEGA-CAP6.6
LARGE-CAP4.3
SMALL-CAP2.7

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.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others86.1
S&P 50010.8
RUSSELL 20003.1
Top 5 Winners (%)%
LRCX
lam research corp
61.8 %
GOOG
alphabet inc
58.2 %
GOOG
alphabet inc
54.3 %
CAT
caterpillar inc
48.4 %
AVGO
broadcom inc
33.0 %
Top 5 Winners ($)$
IJR
ishares tr
1.2 M
AAPL
apple inc
1.2 M
CAT
caterpillar inc
0.3 M
GOOG
alphabet inc
0.3 M
GOOG
alphabet inc
0.2 M
Top 5 Losers (%)%
TXN
texas instrs inc
-22.2 %
HON
honeywell intl inc
-13.6 %
T
at&t inc
-13.5 %
WM
waste mgmt inc del
-12.7 %
META
meta platforms inc
-11.8 %
Top 5 Losers ($)$
TXN
texas instrs inc
-0.1 M
META
meta platforms inc
-0.1 M
XLB
select sector spdr tr
-0.1 M
COST
costco whsl corp new
-0.1 M
HON
honeywell intl inc
-0.1 M

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.

$288.01MTotal Value
122Positions
13 Nov, 2025Last Reported
Current holdings of Current Stock Holdings of Obsidian Personal Planning Solutions LLC, last reported on 13 Nov, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Obsidian Personal Planning Solutions LLC's holding in Ishares Tr over time
3.78%94,155
$10.89M
3.78%
increased 5 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Obsidian Personal Planning Solutions LLC's holding in Ishares Tr over time
0.13%1,761
$380.0K
0.13%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Obsidian Personal Planning Solutions LLC's holding in Ishares Tr over time
0.08%2,168
$233.0K
0.08%
decreased 6.15 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Obsidian Personal Planning Solutions LLC's holding in Ishares Tr over time
0.07%1,365
$204.2K
0.07%
decreased 10.73 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Obsidian Personal Planning Solutions LLC's holding in Wisdomtree Tr over time
0.12%3,978
$332.4K
0.12%
unchanged 0 percentunchanged
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Obsidian Personal Planning Solutions LLC's holding in J P Morgan Exchange Traded F over time
4.81%298,749
$13.86M
4.81%
increased 3.81 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Obsidian Personal Planning Solutions LLC's holding in J P Morgan Exchange Traded F over time
1.34%76,129
$3.86M
1.34%
increased 10.43 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Obsidian Personal Planning Solutions LLC's holding in Spdr Series Trust over time
7.86%667,870
$22.63M
7.86%
increased 1.22 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Obsidian Personal Planning Solutions LLC's holding in Spdr Series Trust over time
3.84%102,330
$11.06M
3.84%
increased 2.48 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Obsidian Personal Planning Solutions LLC's holding in Spdr Series Trust over time
3.58%41,467
$10.31M
3.58%
decreased 0.01 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Obsidian Personal Planning Solutions LLC's holding in Spdr Series Trust over time
2.42%76,012
$6.98M
2.42%
increased 3.58 percentadded