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Obsidian Personal Planning Solutions LLC
Period ended Sep 30, 2025 · Latest filing Nov 13, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2025: $288,013,275
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · IBONDS 27 TRM TS · 46436E841 · shares: $26,534,402
- SPDR SERIES TRUST · PORTFOLIO INTRMD · 78464A375 · shares: $22,627,445
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $16,776,726
- VANGUARD INDEX FDS · VALUE ETF · 922908744 · shares: $15,561,782
- J P MORGAN EXCHANGE TRADED F · INCOME ETF · 46641Q159 · shares: $13,864,936
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $12,270,818
- SPDR INDEX SHS FDS · PORTFOLIO DEVLPD · 78463X889 · shares: $12,130,250
- SPDR SERIES TRUST · PRTFLO S&P500 GW · 78464A409 · shares: $11,057,736
- ISHARES TR · EAFE GRWTH ETF · 464288885 · shares: $10,889,952
- CAPITAL GROUP GROWTH ETF · SHS CREATION UNI · 14020G101 · shares: $10,667,265
Reported holdings
119 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | — | 1,175 shares | $237,103 |
| YUM BRANDS INC | COM | 988498101 | — | 1,714 shares | $236,892 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | — | 1,359 shares | $234,224 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,718 shares | $233,694 |
| WALMART INC | COM | 931142103 | — | 2,307 shares | $233,422 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 2,168 shares | $233,017 |
| SPINNAKER ETF SERIES | SELECT STOXX EUR | 84858T772 | — | 5,234 shares | $232,180 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 2,851 shares | $227,795 |
| T-MOBILE US INC | COM | 872590104 | — | 1,072 shares | $225,174 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQUITY M | 33740U612 | — | 6,741 shares | $220,633 |
| WISDOMTREE TR | DYNAMIC INTL EQT | 97717X263 | — | 5,252 shares | $220,216 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 631 shares | $217,657 |
| WISDOMTREE TR | EUROPE HEDGED EQ | 97717X701 | — | 4,175 shares | $216,140 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 2,114 shares | $212,542 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 1,678 shares | $209,398 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 1,190 shares | $206,893 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 2,604 shares | $205,612 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 1,365 shares | $204,231 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 5,116 shares | $203,301 |