OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC

Filed: 8/14/2025ACC: 0001986152-25-000066

📋 What this filing means

OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $247.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

113

Positions

$247.09M

Total AUM (reported)

4.17M

Total Shares

Allocation by class

COM$23.54M9.5%

PORTFOLIO INTRMD$22.16M9.0%

CORE S&P SCP ETF$15.27M6.2%

VALUE ETF$14.43M5.8%

INCOME ETF$13.33M5.4%

US DIVIDEND EQ$11.44M4.6%

PORTFOLIO DEVLPD$10.90M4.4%

Portfolio Concentration

Top 3$51.85M21.0%

4–10$73.20M29.6%

11–25$80.58M32.6%

Rest$41.45M16.8%

Top 3 weight

21.0%

Top 10 weight

50.6%

Voting Authority Distribution

Total shares with voting rights: 4.17M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.17M

% of voting shares100.0%

Investment Discretion (by position count)

Sole113

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings113

Rows:

SPDR SERIES TRUST

SOLE

PORTFOLIO INTRMD

Shares659.81K

TypeSH

Market value$22.16M

8.97%

Sole

0.00

Shared

0.00

None

659.81K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares139.69K

TypeSH

Market value$15.27M

6.18%

Sole

0.00

Shared

0.00

None

139.69K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares81.64K

TypeSH

Market value$14.43M

5.84%

Sole

0.00

Shared

0.00

None

81.64K

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares287.79K

TypeSH

Market value$13.33M

5.39%

Sole

0.00

Shared

0.00

None

287.79K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares431.56K

TypeSH

Market value$11.44M

4.63%

Sole

0.00

Shared

0.00

None

431.56K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares269.32K

TypeSH

Market value$10.90M

4.41%

Sole

0.00

Shared

0.00

None

269.32K

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares89.67K

TypeSH

Market value$10.04M

4.06%

Sole

0.00

Shared

0.00

None

89.67K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares99.85K

TypeSH

Market value$9.52M

3.85%

Sole

0.00

Shared

0.00

None

99.85K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares226.78K

TypeSH

Market value$9.22M

3.73%

Sole

0.00

Shared

0.00

None

226.78K

SPDR SERIES TRUST

SOLE

AEROSPACE DEF

Shares41.47K

TypeSH

Market value$8.75M

3.54%

Sole

0.00

Shared

0.00

None

41.47K

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares187.22K

TypeSH

Market value$8.68M

3.51%

Sole

0.00

Shared

0.00

None

187.22K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDAQ CYB ETF

Shares111.84K

TypeSH

Market value$8.45M

3.42%

Sole

0.00

Shared

0.00

None

111.84K

ISHARES TR

SOLE

IBONDS 27 TRM TS

Shares361.99K

TypeSH

Market value$8.14M

3.29%

Sole

0.00

Shared

0.00

None

361.99K

INVESCO EXCH TRADED FD TR II

SOLE

S&P MIDCP LOW

Shares124.85K

TypeSH

Market value$7.70M

3.12%

Sole

0.00

Shared

0.00

None

124.85K

ISHARES TR

SOLE

FLTG RATE NT ETF

Shares150.29K

TypeSH

Market value$7.67M

3.10%

Sole

0.00

Shared

0.00

None

150.29K

SPDR SERIES TRUST

SOLE

S&P 400 MDCP GRW

Shares73.39K

TypeSH

Market value$6.37M

2.58%

Sole

0.00

Shared

0.00

None

73.39K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares132.71K

TypeSH

Market value$5.67M

2.30%

Sole

0.00

Shared

0.00

None

132.71K

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares17.22K

TypeSH

Market value$4.28M

1.73%

Sole

0.00

Shared

0.00

None

17.22K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares47.67K

TypeSH

Market value$4.04M

1.64%

Sole

0.00

Shared

0.00

None

47.67K

APPLE INC

SOLE

COM

Shares17.75K

TypeSH

Market value$3.64M

1.47%

Sole

0.00

Shared

0.00

None

17.75K

SELECT SECTOR SPDR TR

SOLE

SBI MATERIALS

Shares40.25K

TypeSH

Market value$3.53M

1.43%

Sole

0.00

Shared

0.00

None

40.25K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares68.94K

TypeSH

Market value$3.42M

1.38%

Sole

0.00

Shared

0.00

None

68.94K

ISHARES U S ETF TR

SOLE

SHORT MATURITY M

Shares66.30K

TypeSH

Market value$3.33M

1.35%

Sole

0.00

Shared

0.00

None

66.30K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares56.39K

TypeSH

Market value$2.95M

1.20%

Sole

0.00

Shared

0.00

None

56.39K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares6.14K

TypeSH

Market value$2.69M

1.09%

Sole

0.00

Shared

0.00

None

6.14K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	PORTFOLIO INTRMD	659.81K	SH	$22.16M 8.97%	659.81K
ISHARES TRSOLE	CORE S&P SCP ETF	139.69K	SH	$15.27M 6.18%	139.69K
VANGUARD INDEX FDSSOLE	VALUE ETF	81.64K	SH	$14.43M 5.84%	81.64K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	287.79K	SH	$13.33M 5.39%	287.79K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	431.56K	SH	$11.44M 4.63%	431.56K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	269.32K	SH	$10.90M 4.41%	269.32K
ISHARES TRSOLE	EAFE GRWTH ETF	89.67K	SH	$10.04M 4.06%	89.67K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	99.85K	SH	$9.52M 3.85%	99.85K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	226.78K	SH	$9.22M 3.73%	226.78K
SPDR SERIES TRUSTSOLE	AEROSPACE DEF	41.47K	SH	$8.75M 3.54%	41.47K
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	187.22K	SH	$8.68M 3.51%	187.22K
FIRST TR EXCHANGE TRADED FDSOLE	NASDAQ CYB ETF	111.84K	SH	$8.45M 3.42%	111.84K
ISHARES TRSOLE	IBONDS 27 TRM TS	361.99K	SH	$8.14M 3.29%	361.99K
INVESCO EXCH TRADED FD TR IISOLE	S&P MIDCP LOW	124.85K	SH	$7.70M 3.12%	124.85K
ISHARES TRSOLE	FLTG RATE NT ETF	150.29K	SH	$7.67M 3.10%	150.29K
SPDR SERIES TRUSTSOLE	S&P 400 MDCP GRW	73.39K	SH	$6.37M 2.58%	73.39K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	132.71K	SH	$5.67M 2.30%	132.71K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	17.22K	SH	$4.28M 1.73%	17.22K
SELECT SECTOR SPDR TRSOLE	ENERGY	47.67K	SH	$4.04M 1.64%	47.67K
APPLE INCSOLE	COM	17.75K	SH	$3.64M 1.47%	17.75K
SELECT SECTOR SPDR TRSOLE	SBI MATERIALS	40.25K	SH	$3.53M 1.43%	40.25K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	68.94K	SH	$3.42M 1.38%	68.94K
ISHARES U S ETF TRSOLE	SHORT MATURITY M	66.30K	SH	$3.33M 1.35%	66.30K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	56.39K	SH	$2.95M 1.20%	56.39K
VANGUARD INDEX FDSSOLE	GROWTH ETF	6.14K	SH	$2.69M 1.09%	6.14K

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