13F HOLDINGS REPORT
Obsidian Personal Planning Solutions LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001986152-25-000104
Total Value
$288.0M
Positions
119
Other Managers
0
Confidential Omitted
No
Holdings (119)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46436E841 | 1,178,521 | $26.5M | 9.21% |
| 2 | SPDR SERIES TRUST | 78464A375 | 667,870 | $22.6M | 7.86% |
| 3 | ISHARES TR | 464287804 | 142,417 | $16.8M | 5.82% |
| 4 | VANGUARD INDEX FDS | 922908744 | 83,774 | $15.6M | 5.40% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 298,749 | $13.9M | 4.81% |
| 6 | SCHWAB STRATEGIC TR | 808524797 | 458,722 | $12.3M | 4.26% |
| 7 | SPDR INDEX SHS FDS | 78463X889 | 278,664 | $12.1M | 4.21% |
| 8 | SPDR SERIES TRUST | 78464A409 | 102,330 | $11.1M | 3.84% |
| 9 | ISHARES TR | 464288885 | 94,155 | $10.9M | 3.78% |
| 10 | CAPITAL GROUP GROWTH ETF | 14020G101 | 237,737 | $10.7M | 3.70% |
| 11 | SPDR SERIES TRUST | 78464A631 | 41,467 | $10.3M | 3.58% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C771 | 192,080 | $9.1M | 3.15% |
| 13 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 114,079 | $8.8M | 3.06% |
| 14 | INVESCO EXCH TRADED FD TR II | IVZ | 128,079 | $7.9M | 2.75% |
| 15 | ISHARES TR | 46429B655 | 154,849 | $7.9M | 2.75% |
| 16 | SPDR SERIES TRUST | 78464A821 | 76,012 | $7.0M | 2.42% |
| 17 | SPDR INDEX SHS FDS | 78463X509 | 134,409 | $6.4M | 2.22% |
| 18 | APPLE INC | AAPL | 17,904 | $4.8M | 1.68% |
| 19 | VANGUARD WORLD FD | 92204A504 | 17,744 | $4.8M | 1.67% |
| 20 | SELECT SECTOR SPDR TR | 81369Y506 | 51,751 | $4.6M | 1.58% |
| 21 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 76,129 | $3.9M | 1.34% |
| 22 | SELECT SECTOR SPDR TR | 81369Y100 | 43,159 | $3.7M | 1.28% |
| 23 | ISHARES U S ETF TR | 46431W838 | 68,447 | $3.5M | 1.20% |
| 24 | SELECT SECTOR SPDR TR | 81369Y605 | 61,133 | $3.2M | 1.11% |
| 25 | MICROSOFT CORP | MSFT | 5,789 | $3.0M | 1.04% |
| 26 | VANGUARD INDEX FDS | 922908736 | 5,925 | $3.0M | 1.03% |
| 27 | INVESCO EXCHANGE TRADED FD T | IVZ | 60,537 | $1.9M | 0.67% |
| 28 | VANGUARD TAX-MANAGED FDS | 921943858 | 30,750 | $1.9M | 0.65% |
| 29 | INTERNATIONAL BUSINESS MACHS | INTR | 5,898 | $1.8M | 0.63% |
| 30 | AMAZON COM INC | AMZN | 6,290 | $1.5M | 0.53% |
| 31 | VANGUARD INDEX FDS | 922908363 | 2,412 | $1.5M | 0.53% |
| 32 | INVESCO EXCHANGE TRADED FD T | IVZ | 28,269 | $1.3M | 0.45% |
| 33 | CATERPILLAR INC | CAT | 1,705 | $984,228 | 0.34% |
| 34 | COSTCO WHSL CORP NEW | 22160K105 | 1,060 | $966,137 | 0.34% |
| 35 | VANGUARD INTL EQUITY INDEX F | 922042858 | 17,475 | $960,584 | 0.33% |
| 36 | ALPHABET INC | GOOG | 2,978 | $837,245 | 0.29% |
| 37 | PEPSICO INC | PEP | 5,516 | $805,851 | 0.28% |
| 38 | JPMORGAN CHASE & CO. | VYLD | 2,575 | $801,134 | 0.28% |
| 39 | SELECT SECTOR SPDR TR | 81369Y803 | 2,618 | $787,254 | 0.27% |
| 40 | RTX CORPORATION | RTX | 4,385 | $782,722 | 0.27% |
| 41 | META PLATFORMS INC | META | 1,126 | $730,164 | 0.25% |
| 42 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,438 | $686,941 | 0.24% |
| 43 | VISA INC | V | 1,823 | $621,169 | 0.22% |
| 44 | ALPHABET INC | GOOG | 2,146 | $604,790 | 0.21% |
| 45 | VANGUARD WHITEHALL FDS | 921946406 | 4,179 | $587,484 | 0.20% |
| 46 | MARRIOTT INTL INC NEW | 571903202 | 2,135 | $556,338 | 0.19% |
| 47 | CSX CORP | CSX | 15,021 | $541,056 | 0.19% |
| 48 | BANK AMERICA CORP | 060505104 | 9,959 | $532,307 | 0.18% |
| 49 | JOHNSON & JOHNSON | JNJ | 2,783 | $525,625 | 0.18% |
| 50 | ISHARES TR | 464287200 | 758 | $519,404 | 0.18% |
| 51 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 11,924 | $508,678 | 0.18% |
| 52 | BROADCOM INC | AVGO | 1,305 | $482,367 | 0.17% |
| 53 | CAMTEK LTD | CAMT | 3,878 | $480,174 | 0.17% |
| 54 | MCDONALDS CORP | MCD | 1,586 | $473,351 | 0.16% |
| 55 | TEXAS INSTRS INC | 882508104 | 2,790 | $450,473 | 0.16% |
| 56 | UNION PAC CORP | UNP | 1,996 | $439,923 | 0.15% |
| 57 | VANGUARD INDEX FDS | 922908538 | 1,494 | $436,099 | 0.15% |
| 58 | LAM RESEARCH CORP | LRCX | 2,711 | $426,874 | 0.15% |
| 59 | VANGUARD INDEX FDS | 922908751 | 1,647 | $419,969 | 0.15% |
| 60 | EXXON MOBIL CORP | XOM | 3,644 | $416,717 | 0.14% |
| 61 | DANAHER CORPORATION | 235851102 | 1,931 | $415,932 | 0.14% |
| 62 | HONEYWELL INTL INC | 438516106 | 2,054 | $413,532 | 0.14% |
| 63 | ABBVIE INC | ABBV | 1,877 | $409,261 | 0.14% |
| 64 | VANGUARD STAR FDS | 921909768 | 5,396 | $402,703 | 0.14% |
| 65 | ISHARES TR | 464288760 | 1,761 | $380,006 | 0.13% |
| 66 | AMERICAN EXPRESS CO | AXP | 1,045 | $376,963 | 0.13% |
| 67 | WISDOMTREE TR | WT | 4,222 | $376,138 | 0.13% |
| 68 | BLACKSTONE INC | BX | 2,515 | $368,800 | 0.13% |
| 69 | MASTERCARD INCORPORATED | MA | 666 | $367,509 | 0.13% |
| 70 | CISCO SYS INC | CSCO | 4,955 | $362,260 | 0.13% |
| 71 | VANGUARD INDEX FDS | 922908611 | 1,726 | $356,368 | 0.12% |
| 72 | MCKESSON CORP | MCK | 426 | $345,631 | 0.12% |
| 73 | VANGUARD INDEX FDS | 922908629 | 1,177 | $342,401 | 0.12% |
| 74 | WISDOMTREE TR | WT | 3,978 | $332,427 | 0.12% |
| 75 | NVIDIA CORPORATION | NVDA | 1,571 | $318,112 | 0.11% |
| 76 | BANK NEW YORK MELLON CORP | 064058100 | 2,938 | $317,098 | 0.11% |
| 77 | PIMCO ETF TR | 72201R833 | 3,086 | $310,729 | 0.11% |
| 78 | PROCTER AND GAMBLE CO | 742718109 | 2,056 | $309,161 | 0.11% |
| 79 | SELECT SECTOR SPDR TR | 81369Y852 | 2,584 | $296,669 | 0.10% |
| 80 | SELECT SECTOR SPDR TR | 81369Y886 | 3,275 | $291,802 | 0.10% |
| 81 | ISHARES TR | 464287499 | 3,015 | $288,716 | 0.10% |
| 82 | CENCORA INC | COR | 854 | $288,490 | 0.10% |
| 83 | WASTE MGMT INC DEL | 94106L109 | 1,441 | $287,869 | 0.10% |
| 84 | AT&T INC | T-PC | 11,445 | $283,269 | 0.10% |
| 85 | CAPITAL ONE FINL CORP | 14040H105 | 1,275 | $280,552 | 0.10% |
| 86 | VANGUARD ADMIRAL FDS INC | 921932505 | 615 | $276,873 | 0.10% |
| 87 | HOME DEPOT INC | HD | 710 | $269,509 | 0.09% |
| 88 | DUKE ENERGY CORP NEW | DUKB | 2,154 | $267,742 | 0.09% |
| 89 | VANGUARD INDEX FDS | 922908595 | 870 | $264,236 | 0.09% |
| 90 | BLACKROCK INC | BLK | 244 | $264,206 | 0.09% |
| 91 | AFLAC INC | AFL | 2,440 | $261,544 | 0.09% |
| 92 | LYFT INC | LYFT | 12,619 | $258,185 | 0.09% |
| 93 | ISHARES GOLD TR | IAU | 3,382 | $254,969 | 0.09% |
| 94 | VANGUARD WORLD FD | 92204A702 | 321 | $254,620 | 0.09% |
| 95 | VALERO ENERGY CORP | VLO | 1,500 | $254,340 | 0.09% |
| 96 | DEERE & CO | DE | 532 | $245,587 | 0.09% |
| 97 | SPDR GOLD TR | GLD | 665 | $244,800 | 0.08% |
| 98 | TRUIST FINL CORP | 89832Q109 | 5,447 | $243,100 | 0.08% |
| 99 | TJX COS INC NEW | 872540109 | 1,734 | $243,003 | 0.08% |
| 100 | WISDOMTREE TR | WT | 5,364 | $237,415 | 0.08% |
| 101 | VANGUARD ADMIRAL FDS INC | 921932703 | 1,175 | $237,103 | 0.08% |
| 102 | YUM BRANDS INC | YUM | 1,714 | $236,892 | 0.08% |
| 103 | VANGUARD INDEX FDS | 922908512 | 1,359 | $234,224 | 0.08% |
| 104 | MERCK & CO INC | MRK | 2,718 | $233,694 | 0.08% |
| 105 | WALMART INC | WMT | 2,307 | $233,422 | 0.08% |
| 106 | ISHARES TR | 464288414 | 2,168 | $233,017 | 0.08% |
| 107 | SPINNAKER ETF SERIES | 84858T772 | 5,234 | $232,180 | 0.08% |
| 108 | VANGUARD SCOTTSDALE FDS | 92206C409 | 2,851 | $227,795 | 0.08% |
| 109 | T-MOBILE US INC | TMUSZ | 1,072 | $225,174 | 0.08% |
| 110 | FIRST TR EXCHNG TRADED FD VI | 33740U612 | 6,741 | $220,633 | 0.08% |
| 111 | WISDOMTREE TR | WT | 5,252 | $220,216 | 0.08% |
| 112 | SHERWIN WILLIAMS CO | SHW | 631 | $217,657 | 0.08% |
| 113 | WISDOMTREE TR | WT | 4,175 | $216,140 | 0.08% |
| 114 | ISHARES TR | 464287226 | 2,114 | $212,542 | 0.07% |
| 115 | ISHARES TR | 464287309 | 1,678 | $209,398 | 0.07% |
| 116 | SHOPIFY INC | SHOP | 1,190 | $206,893 | 0.07% |
| 117 | VANGUARD BD INDEX FDS | 921937827 | 2,604 | $205,612 | 0.07% |
| 118 | ISHARES TR | 46435G425 | 1,365 | $204,231 | 0.07% |
| 119 | VERIZON COMMUNICATIONS INC | VZ | 5,116 | $203,301 | 0.07% |