Obsidian Personal Planning Solutions LLC

CIK 0001909128 • 3 13F filings • May 16, 2025 – Nov 13, 2025

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Filer information

Filed by: Obsidian Personal Planning Solutions LLC, Compliance Consultant
Address: 2099 GAITHER RD, STE 110, ROCKVILLE, MD, 20850
Phone: 7209844071
AUM: $288.0M

AUM over time

$288.0M latest

Sector allocation over time

Past 3 quarters

Q3 2025

Q2 2025

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $288.0M119 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$409K	0.1%Prev: 0.1%	1,877 SH	Increased+130 SH
AFLAC INC	COM	$262K	0.1%Prev: 0.1%	2,440 SH	Decreased-412 SH
ALPHABET INC	CAP STK CL A	$837K	0.3%Prev: 0.2%	2,978 SH	Increased+168 SH
ALPHABET INC	CAP STK CL C	$605K	0.2%Prev: 0.2%	2,146 SH	Increased+15 SH
AMAZON COM INC	COM	$1.5M	0.5%Prev: 0.5%	6,290 SH	Increased+352 SH
AMERICAN EXPRESS CO	COM	$377K	0.1%Prev: 0.1%	1,045 SH	Increased
APPLE INC	COM	$4.8M	1.7%Prev: 1.5%	17,904 SH	Increased+151 SH
AT&T INC	COM	$283K	0.1%Prev: 0.1%	11,445 SH	Decreased+909 SH
BANK AMERICA CORP	COM	$532K	0.2%Prev: 0.2%	9,959 SH	Increased+866 SH
BANK NEW YORK MELLON CORP	COM	$317K	0.1%Prev: 0.1%	2,938 SH	Increased-3 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$687K	0.2%Prev: 0.3%	1,438 SH	Decreased-68 SH
BLACKROCK INC	COM	$264K	0.1%	244 SH	New
BLACKSTONE INC	COM	$369K	0.1%Prev: 0.2%	2,515 SH	Decreased+15 SH
BROADCOM INC	COM	$482K	0.2%Prev: 0.1%	1,305 SH	Increased+33 SH
CAMTEK LTD	ORD	$480K	0.2%Prev: 0.1%	3,878 SH	Increased-122 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$509K	0.2%Prev: 0.2%	11,924 SH	Increased+475 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$10.7M	3.7%Prev: 3.7%	237,737 SH	Increased+10,955 SH
CAPITAL ONE FINL CORP	COM	$281K	0.1%Prev: 0.1%	1,275 SH	Increased
CATERPILLAR INC	COM	$984K	0.3%Prev: 0.3%	1,705 SH	Increased-21 SH
CENCORA INC	COM	$288K	0.1%Prev: 0.1%	854 SH	Increased
CISCO SYS INC	COM	$362K	0.1%Prev: 0.1%	4,955 SH	Increased+249 SH
COSTCO WHSL CORP NEW	COM	$966K	0.3%Prev: 0.4%	1,060 SH	Decreased
CSX CORP	COM	$541K	0.2%Prev: 0.2%	15,021 SH	Increased
DANAHER CORPORATION	COM	$416K	0.1%Prev: 0.2%	1,931 SH	Increased-22 SH
DEERE & CO	COM	$246K	0.1%Prev: 0.1%	532 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$268K	0.1%Prev: 0.1%	2,154 SH	Increased
EXXON MOBIL CORP	COM	$417K	0.1%	3,644 SH	New
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$8.8M	3.1%Prev: 3.4%	114,079 SH	Increased+2,242 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$221K	0.1%Prev: 0.1%	6,741 SH	Increased
HOME DEPOT INC	COM	$270K	0.1%Prev: 0.1%	710 SH	Increased+35 SH
HONEYWELL INTL INC	COM	$414K	0.1%Prev: 0.2%	2,054 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$1.8M	0.6%Prev: 0.7%	5,898 SH	Increased
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$7.9M	2.7%Prev: 3.1%	128,079 SH	Increased+3,228 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.3M	0.4%Prev: 0.5%	28,269 SH	Increased-1,326 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$1.9M	0.7%Prev: 0.8%	60,537 SH	Decreased-2,016 SH
ISHARES GOLD TR	ISHARES NEW	$255K	0.1%Prev: 0.1%	3,382 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$16.8M	5.8%Prev: 6.2%	142,417 SH	Increased+2,722 SH
ISHARES TR	CORE S&P500 ETF	$519K	0.2%Prev: 0.2%	758 SH	Increased
ISHARES TR	CORE US AGGBD ET	$213K	0.1%	2,114 SH	New
ISHARES TR	EAFE GRWTH ETF	$10.9M	3.8%Prev: 4.1%	94,155 SH	Increased+4,482 SH
ISHARES TR	ESG AWR MSCI USA	$204K	0.1%Prev: 0.1%	1,365 SH	Decreased-164 SH
ISHARES TR	FLTG RATE NT ETF	$7.9M	2.7%Prev: 3.1%	154,849 SH	Increased+4,555 SH
ISHARES TR	IBONDS 27 TRM TS	$26.5M	9.2%Prev: 3.3%	1,178,521 SH	Increased+816,536 SH
ISHARES TR	NATIONAL MUN ETF	$233K	0.1%Prev: 0.1%	2,168 SH	Decreased-142 SH
ISHARES TR	RUS MID CAP ETF	$289K	0.1%Prev: 0.1%	3,015 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$209K	0.1%	1,678 SH	New
ISHARES TR	US AER DEF ETF	$380K	0.1%Prev: 0.1%	1,761 SH	Increased
ISHARES U S ETF TR	SHORT MATURITY M	$3.5M	1.2%Prev: 1.3%	68,447 SH	Increased+2,144 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$13.9M	4.8%Prev: 5.4%	298,749 SH	Increased+10,962 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$3.9M	1.3%Prev: 1.4%	76,129 SH	Increased+7,191 SH
JOHNSON & JOHNSON	COM	$526K	0.2%Prev: 0.1%	2,783 SH	Increased+576 SH
JPMORGAN CHASE & CO.	COM	$801K	0.3%Prev: 0.3%	2,575 SH	Increased+35 SH
LAM RESEARCH CORP	COM NEW	$427K	0.1%Prev: 0.1%	2,711 SH	Increased-2 SH
LYFT INC	CL A COM	$258K	0.1%	12,619 SH	New
MARRIOTT INTL INC NEW	CL A	$556K	0.2%Prev: 0.1%	2,135 SH	Increased+1,009 SH
MASTERCARD INCORPORATED	CL A	$368K	0.1%Prev: 0.2%	666 SH	Decreased-18 SH
MCDONALDS CORP	COM	$473K	0.2%Prev: 0.2%	1,586 SH	Decreased-111 SH
MCKESSON CORP	COM	$346K	0.1%Prev: 0.1%	426 SH	Increased+12 SH
MERCK & CO INC	COM	$234K	0.1%Prev: 0.1%	2,718 SH	Increased-45 SH
META PLATFORMS INC	CL A	$730K	0.3%Prev: 0.3%	1,126 SH	Decreased+43 SH
MICROSOFT CORP	COM	$3.0M	1.0%Prev: 1.0%	5,789 SH	Increased+729 SH
NVIDIA CORPORATION	COM	$318K	0.1%Prev: 0.1%	1,571 SH	Increased+162 SH
PEPSICO INC	COM	$806K	0.3%Prev: 0.3%	5,516 SH	Increased+82 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$311K	0.1%Prev: 0.1%	3,086 SH	Increased
PROCTER AND GAMBLE CO	COM	$309K	0.1%Prev: 0.1%	2,056 SH	Decreased-13 SH
RTX CORPORATION	COM	$783K	0.3%Prev: 0.2%	4,385 SH	Increased+433 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$12.3M	4.3%Prev: 4.6%	458,722 SH	Increased+27,163 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$297K	0.1%Prev: 0.1%	2,584 SH	Increased
SELECT SECTOR SPDR TR	ENERGY	$4.6M	1.6%Prev: 1.6%	51,751 SH	Increased+4,077 SH
SELECT SECTOR SPDR TR	FINANCIAL	$3.2M	1.1%Prev: 1.2%	61,133 SH	Increased+4,746 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$292K	0.1%Prev: 0.1%	3,275 SH	Increased
SELECT SECTOR SPDR TR	SBI MATERIALS	$3.7M	1.3%Prev: 1.4%	43,159 SH	Increased+2,908 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$787K	0.3%Prev: 0.3%	2,618 SH	Increased-13 SH
SHERWIN WILLIAMS CO	COM	$218K	0.1%Prev: 0.1%	631 SH	Increased
SHOPIFY INC	CL A SUB VTG SHS	$207K	0.1%	1,190 SH	New
SPDR GOLD TR	GOLD SHS	$245K	0.1%	665 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$12.1M	4.2%Prev: 4.4%	278,664 SH	Increased+9,348 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$6.4M	2.2%Prev: 2.3%	134,409 SH	Increased+1,695 SH
SPDR SERIES TRUST	AEROSPACE DEF	$10.3M	3.6%Prev: 3.5%	41,467 SH	Increased-4 SH
SPDR SERIES TRUST	PORTFOLIO INTRMD	$22.6M	7.9%Prev: 9.0%	667,870 SH	Increased+8,062 SH
SPDR SERIES TRUST	PRTFLO S&P500 GW	$11.1M	3.8%Prev: 3.9%	102,330 SH	Increased+2,477 SH
SPDR SERIES TRUST	S&P 400 MDCP GRW	$7.0M	2.4%Prev: 2.6%	76,012 SH	Increased+2,627 SH
SPINNAKER ETF SERIES	SELECT STOXX EUR	$232K	0.1%	5,234 SH	New
T-MOBILE US INC	COM	$225K	0.1%Prev: 0.1%	1,072 SH	Decreased+22 SH
TEXAS INSTRS INC	COM	$450K	0.2%Prev: 0.2%	2,790 SH	Decreased
TJX COS INC NEW	COM	$243K	0.1%Prev: 0.1%	1,734 SH	Increased-2 SH
TRUIST FINL CORP	COM	$243K	0.1%	5,447 SH	New
UNION PAC CORP	COM	$440K	0.2%Prev: 0.2%	1,996 SH	Decreased-171 SH
VALERO ENERGY CORP	COM	$254K	0.1%Prev: 0.1%	1,500 SH	Increased
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$277K	0.1%Prev: 0.1%	615 SH	Increased
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$237K	0.1%Prev: 0.1%	1,175 SH	Decreased-117 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$206K	0.1%Prev: 0.1%	2,604 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$3.0M	1.0%Prev: 1.1%	5,925 SH	Increased-214 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$436K	0.2%Prev: 0.2%	1,494 SH	Increased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$234K	0.1%Prev: 0.1%	1,359 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$342K	0.1%Prev: 0.1%	1,177 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	0.5%Prev: 0.6%	2,412 SH	Increased-41 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$356K	0.1%Prev: 0.1%	1,726 SH	Increased+5 SH
VANGUARD INDEX FDS	SMALL CP ETF	$420K	0.1%Prev: 0.2%	1,647 SH	Increased
VANGUARD INDEX FDS	SML CP GRW ETF	$264K	0.1%Prev: 0.1%	870 SH	Increased-20 SH
VANGUARD INDEX FDS	VALUE ETF	$15.6M	5.4%Prev: 5.8%	83,774 SH	Increased+2,133 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$961K	0.3%Prev: 0.4%	17,475 SH	Increased-228 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$9.1M	3.1%Prev: 3.5%	192,080 SH	Increased+4,857 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$228K	0.1%Prev: 0.1%	2,851 SH	Increased+250 SH
VANGUARD STAR FDS	VG TL INTL STK F	$403K	0.1%Prev: 0.2%	5,396 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	0.7%Prev: 0.7%	30,750 SH	Increased-156 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$587K	0.2%Prev: 0.2%	4,179 SH	Increased
VANGUARD WORLD FD	HEALTH CAR ETF	$4.8M	1.7%Prev: 1.7%	17,744 SH	Increased+522 SH
VANGUARD WORLD FD	INF TECH ETF	$255K	0.1%Prev: 0.1%	321 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$203K	0.1%Prev: 0.1%	5,116 SH	Decreased-607 SH
VISA INC	COM CL A	$621K	0.2%Prev: 0.3%	1,823 SH	Increased+76 SH
WALMART INC	COM	$233K	0.1%Prev: 0.1%	2,307 SH	Decreased-153 SH
WASTE MGMT INC DEL	COM	$288K	0.1%Prev: 0.1%	1,441 SH	Decreased
WISDOMTREE TR	DYNAMIC INTL EQT	$220K	0.1%Prev: 0.1%	5,252 SH	Increased-171 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$216K	0.1%Prev: 0.1%	4,175 SH	Increased
WISDOMTREE TR	US QTLY DIV GRT	$376K	0.1%Prev: 0.1%	4,222 SH	Increased
WISDOMTREE TR	US TOTAL DIVIDND	$332K	0.1%Prev: 0.1%	3,978 SH	Increased
WISDOMTREE TR	YIELD ENHANCD US	$237K	0.1%Prev: 0.1%	5,364 SH	Increased
YUM BRANDS INC	COM	$237K	0.1%Prev: 0.1%	1,714 SH	Decreased

Sold (vs prior filing)

LINDE PLC — $222K
PROGRESSIVE CORP — $236K
VANGUARD BD INDEX FDS — $209K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Nov 13, 2025	Q3 2025	13F-HR	0001986152-25-000104	$288.0M	View
Aug 14, 2025	Q2 2025	13F-HR	0001986152-25-000066	$247.1M	View
May 16, 2025	Q1 2025