13F HOLDINGS REPORT

Obsidian Personal Planning Solutions LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001986152-25-000066

Total Value

$247.1M

Positions

113

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (113)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR SERIES TRUST	78464A375	659,808	$22.2M	8.97%
2	ISHARES TR	464287804	139,695	$15.3M	6.18%
3	VANGUARD INDEX FDS	922908744	81,641	$14.4M	5.84%
4	J P MORGAN EXCHANGE TRADED F	46641Q159	287,787	$13.3M	5.39%
5	SCHWAB STRATEGIC TR	808524797	431,559	$11.4M	4.63%
6	SPDR INDEX SHS FDS	78463X889	269,316	$10.9M	4.41%
7	ISHARES TR	464288885	89,673	$10.0M	4.06%
8	SPDR SERIES TRUST	78464A409	99,853	$9.5M	3.85%
9	CAPITAL GROUP GROWTH ETF	14020G101	226,782	$9.2M	3.73%
10	SPDR SERIES TRUST	78464A631	41,471	$8.7M	3.54%
11	VANGUARD SCOTTSDALE FDS	92206C771	187,223	$8.7M	3.51%
12	FIRST TR EXCHANGE TRADED FD	33734X846	111,837	$8.5M	3.42%
13	ISHARES TR	46436E841	361,985	$8.1M	3.29%
14	INVESCO EXCH TRADED FD TR II	IVZ	124,851	$7.7M	3.12%
15	ISHARES TR	46429B655	150,294	$7.7M	3.10%
16	SPDR SERIES TRUST	78464A821	73,385	$6.4M	2.58%
17	SPDR INDEX SHS FDS	78463X509	132,714	$5.7M	2.30%
18	VANGUARD WORLD FD	92204A504	17,222	$4.3M	1.73%
19	SELECT SECTOR SPDR TR	81369Y506	47,674	$4.0M	1.64%
20	APPLE INC	AAPL	17,753	$3.6M	1.47%
21	SELECT SECTOR SPDR TR	81369Y100	40,251	$3.5M	1.43%
22	J P MORGAN EXCHANGE TRADED F	46641Q647	68,938	$3.4M	1.38%
23	ISHARES U S ETF TR	46431W838	66,303	$3.3M	1.35%
24	SELECT SECTOR SPDR TR	81369Y605	56,387	$3.0M	1.20%
25	VANGUARD INDEX FDS	922908736	6,139	$2.7M	1.09%
26	MICROSOFT CORP	MSFT	5,060	$2.5M	1.02%
27	INVESCO EXCHANGE TRADED FD T	IVZ	62,553	$2.0M	0.82%
28	VANGUARD TAX-MANAGED FDS	921943858	30,906	$1.8M	0.71%
29	INTERNATIONAL BUSINESS MACHS	INTR	5,898	$1.7M	0.70%
30	VANGUARD INDEX FDS	922908363	2,453	$1.4M	0.56%
31	AMAZON COM INC	AMZN	5,938	$1.3M	0.53%
32	INVESCO EXCHANGE TRADED FD T	IVZ	29,595	$1.3M	0.51%
33	COSTCO WHSL CORP NEW	22160K105	1,060	$1.0M	0.42%
34	VANGUARD INTL EQUITY INDEX F	922042858	17,703	$875,609	0.35%
35	META PLATFORMS INC	META	1,083	$799,479	0.32%
36	JPMORGAN CHASE & CO.	VYLD	2,540	$736,371	0.30%
37	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,506	$731,327	0.30%
38	PEPSICO INC	PEP	5,434	$717,456	0.29%
39	CATERPILLAR INC	CAT	1,726	$670,050	0.27%
40	SELECT SECTOR SPDR TR	81369Y803	2,631	$666,302	0.27%
41	VISA INC	V	1,747	$620,269	0.25%
42	TEXAS INSTRS INC	882508104	2,790	$579,260	0.23%
43	RTX CORPORATION	RTX	3,952	$577,071	0.23%
44	VANGUARD WHITEHALL FDS	921946406	4,179	$557,102	0.23%
45	UNION PAC CORP	UNP	2,167	$498,503	0.20%
46	MCDONALDS CORP	MCD	1,697	$495,837	0.20%
47	ALPHABET INC	GOOG	2,810	$495,284	0.20%
48	CSX CORP	CSX	15,021	$490,135	0.20%
49	HONEYWELL INTL INC	438516106	2,054	$478,336	0.19%
50	ISHARES TR	464287200	758	$470,642	0.19%
51	CAPITAL GROUP DIVIDEND VALUE	14020W106	11,449	$452,121	0.18%
52	BANK AMERICA CORP	060505104	9,093	$430,280	0.17%
53	VANGUARD INDEX FDS	922908538	1,494	$424,879	0.17%
54	VANGUARD INDEX FDS	922908751	1,647	$390,306	0.16%
55	DANAHER CORPORATION	235851102	1,953	$385,757	0.16%
56	MASTERCARD INCORPORATED	MA	684	$384,246	0.16%
57	ALPHABET INC	GOOG	2,131	$378,018	0.15%
58	BLACKSTONE INC	BX	2,500	$373,950	0.15%
59	VANGUARD STAR FDS	921909768	5,396	$372,810	0.15%
60	WISDOMTREE TR	WT	4,222	$353,550	0.14%
61	BROADCOM INC	AVGO	1,272	$350,627	0.14%
62	CAMTEK LTD	CAMT	4,000	$338,240	0.14%
63	JOHNSON & JOHNSON	JNJ	2,207	$337,119	0.14%
64	VANGUARD INDEX FDS	922908611	1,721	$335,612	0.14%
65	AMERICAN EXPRESS CO	AXP	1,045	$333,334	0.13%
66	ISHARES TR	464288760	1,761	$332,195	0.13%
67	WASTE MGMT INC DEL	94106L109	1,441	$329,730	0.13%
68	PROCTER AND GAMBLE CO	742718109	2,069	$329,633	0.13%
69	VANGUARD INDEX FDS	922908629	1,177	$329,360	0.13%
70	CISCO SYS INC	CSCO	4,706	$326,502	0.13%
71	ABBVIE INC	ABBV	1,747	$324,278	0.13%
72	WISDOMTREE TR	WT	3,978	$316,331	0.13%
73	PIMCO ETF TR	72201R833	3,086	$310,251	0.13%
74	MARRIOTT INTL INC NEW	571903202	1,126	$307,634	0.12%
75	AT&T INC	T-PC	10,536	$304,915	0.12%
76	MCKESSON CORP	MCK	414	$303,371	0.12%
77	AFLAC INC	AFL	2,852	$300,785	0.12%
78	SELECT SECTOR SPDR TR	81369Y852	2,584	$280,442	0.11%
79	ISHARES TR	464287499	3,015	$277,290	0.11%
80	CAPITAL ONE FINL CORP	14040H105	1,275	$271,324	0.11%
81	DEERE & CO	DE	532	$270,517	0.11%
82	BANK NEW YORK MELLON CORP	064058100	2,941	$267,955	0.11%
83	SELECT SECTOR SPDR TR	81369Y886	3,275	$267,436	0.11%
84	LAM RESEARCH CORP	LRCX	2,713	$264,083	0.11%
85	CENCORA INC	COR	854	$256,072	0.10%
86	DUKE ENERGY CORP NEW	DUKB	2,154	$254,172	0.10%
87	YUM BRANDS INC	YUM	1,714	$253,981	0.10%
88	T-MOBILE US INC	TMUSZ	1,050	$250,173	0.10%
89	VERIZON COMMUNICATIONS INC	VZ	5,723	$247,619	0.10%
90	HOME DEPOT INC	HD	675	$247,482	0.10%
91	VANGUARD INDEX FDS	922908595	890	$246,477	0.10%
92	VANGUARD ADMIRAL FDS INC	921932505	615	$243,872	0.10%
93	VANGUARD ADMIRAL FDS INC	921932703	1,292	$243,813	0.10%
94	ISHARES TR	464288414	2,310	$241,349	0.10%
95	WALMART INC	WMT	2,460	$240,539	0.10%
96	PROGRESSIVE CORP	743315103	883	$235,637	0.10%
97	WISDOMTREE TR	WT	5,364	$234,031	0.09%
98	VANGUARD INDEX FDS	922908512	1,359	$223,501	0.09%
99	NVIDIA CORPORATION	NVDA	1,409	$222,608	0.09%
100	LINDE PLC	LIN	473	$221,922	0.09%
101	MERCK & CO INC	MRK	2,763	$218,719	0.09%
102	SHERWIN WILLIAMS CO	SHW	631	$216,660	0.09%
103	FIRST TR EXCHNG TRADED FD VI	33740U612	6,741	$216,522	0.09%
104	WISDOMTREE TR	WT	5,423	$215,076	0.09%
105	TJX COS INC NEW	872540109	1,736	$214,379	0.09%
106	VANGUARD WORLD FD	92204A702	321	$212,913	0.09%
107	ISHARES GOLD TR	IAU	3,382	$210,902	0.09%
108	VANGUARD BD INDEX FDS	921937835	2,841	$209,183	0.08%
109	ISHARES TR	46435G425	1,529	$206,874	0.08%
110	VANGUARD SCOTTSDALE FDS	92206C409	2,601	$206,780	0.08%
111	VANGUARD BD INDEX FDS	921937827	2,604	$204,935	0.08%
112	VALERO ENERGY CORP	VLO	1,500	$201,630	0.08%
113	WISDOMTREE TR	WT	4,175	$200,901	0.08%