Obsidian Personal Planning Solutions LLC
Filing Date
Global Rank
#4,889
/ 8,095
▲ 171
· as of Sep 2025
Top Industry
Asset Management
27.6%
3Y Alpha vs SPY
-5.4%
Period ended 11 months ago
Filed Nov 13, 2025 · 10mo
14 quarters · since Jun 2022
Clone Performance
Sep 2023–Apr 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+36.1%
SPY
+53.8%
Annualised alpha
-5.4%
Max drawdown
−13.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 10 quarters.Obsidian Personal Planning Solutions LLC has stopped filing, so the simulation ends in Apr 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
83 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Top Position
24.1%
+4.8 pts
Top 5
61.7%
+2.1 pts
Top 10
79.3%
+0.7 pts
HHI
1,110
Diversified+133
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.3% | $236,068,310 |
| Financial Services | 5.9% | $16,658,066 |
| Technology | 4.3% | $12,021,736 |
| Industrials | 1.3% | $3,546,315 |
| Consumer Cyclical | 1.1% | $3,217,947 |
| Communication Services | 1.0% | $2,878,189 |
| Consumer Defensive | 0.8% | $2,309,497 |
| Healthcare | 0.8% | $2,157,586 |
| Energy | 0.2% | $666,251 |
| Utilities | 0.1% | $266,557 |
| Basic Materials | 0.1% | $218,490 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +833,925 | 1,651,248 | $67,565,610 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +27,163 | 458,722 | $12,523,110 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +18,153 | 374,878 | $17,707,171 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +13,162 | 887,679 | $50,031,366 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | +11,043 | 413,073 | $18,215,717 | |
| CGGR | Capital Group Growth ETF | +10,955 | 237,737 | $10,441,409 | |
| BNDW | Vanguard Total World Bond ETF | +5,107 | 194,931 | $9,247,956 | |
| STT | State Street Corp | +4,746 | 61,133 | $3,293,234 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | +4,064 | 60,228 | $3,129,345 | |
| IVZ | Invesco Ltd. | +3,228 | 128,079 | $8,140,701 | |
| XLB | State Street Materials Select Sector SPDR ETF | +2,908 | 43,159 | $3,867,909 | |
| ARVR | First Trust Indxx Metaverse ETF | +2,242 | 114,079 | $8,671,144 | |
| VB | Vanguard Morningstar Small-Cap ETF | +1,863 | 100,384 | $19,374,256 | |
| MAR | Marriott International Inc /Md/ | +1,009 | 2,135 | $556,039 | |
| T | At&T Inc. | +909 | 11,445 | $323,206 | |
| BAC | Bank Of America Corp /De/ | +866 | 9,959 | $513,784 | |
| MSFT | Microsoft Corp | +729 | 5,789 | $2,998,412 | |
| JNJ | Johnson & Johnson | +576 | 2,783 | $516,023 | |
| EDV | Vanguard World Funds Extended Duration ETF | +522 | 18,065 | $4,636,300 | |
| CGDV | Capital Group Dividend Value ETF | +475 | 11,924 | $501,165 | |
| RTX | RTX Corp | +433 | 4,385 | $733,742 | |
| AMZN | Amazon Com Inc | +352 | 6,290 | $1,381,095 | |
| CSCO | Cisco Systems, Inc. | +249 | 4,955 | $339,021 | |
| GOOGL | Alphabet Inc. | +183 | 5,124 | $1,246,609 | |
| NVDA | Nvidia Corp | +162 | 1,571 | $293,117 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −3,342 | 88,806 | $3,260,627 | |
| BIV | Vanguard Intermediate-Term Bond ETF | −2,841 | 2,604 | $205,481 | |
| VZ | Verizon Communications Inc | −607 | 5,116 | $224,848 | |
| AFL | Aflac Inc | −412 | 2,440 | $272,548 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | −228 | 17,475 | $946,795 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | −171 | 22,991 | $1,377,158 | |
| UNP | Union Pacific Corp | −171 | 1,996 | $471,794 | |
| VEA | Vanguard FTSE Developed Markets ETF | −156 | 30,750 | $1,842,540 | |
| WMT | Walmart Inc. | −153 | 2,307 | $237,759 | |
| CAMT | Camtek Ltd | −122 | 3,878 | $407,383 | |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | −117 | 1,790 | $279,011 | |
| MCD | Mcdonalds Corp | −111 | 1,586 | $481,969 | |
| BRK-B | Berkshire Hathaway Inc | −68 | 1,438 | $722,940 | |
| MRK | Merck & Co., Inc. | −45 | 2,718 | $228,121 | |
| DHR | Danaher Corp /De/ | −22 | 1,931 | $382,840 | |
| CAT | Caterpillar Inc | −21 | 1,705 | $813,540 | |
| MA | Mastercard Inc | −18 | 666 | $378,827 | |
| PG | PROCTER & GAMBLE Co | −13 | 2,056 | $315,904 | |
| BNY | Bank of New York Mellon Corp | −3 | 2,938 | $320,124 | |
| TJX | Tjx Companies Inc /De/ | −2 | 1,734 | $250,632 | |
| LRCX | Lam Research Corp | −2 | 2,711 | $363,002 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 3,644 | $410,861 | |
| BLK | BlackRock, Inc. | 244 | $284,472 | |
| LYFT | Lyft, Inc. | 12,619 | $277,744 | |
| TFC | Truist Financial Corp | 5,447 | $249,036 | |
| EUAD | Select STOXX Europe Aerospace & Defense ETF | 5,234 | $245,840 | |
| GLD | Spdr Gold Trust | 665 | $236,387 | |
| SHOP | Shopify Inc. | 1,190 | $176,845 | |
| No positions match the current search. | ||||
83 tracked positions ·
$280,008,944 total
· filing declares
119 positions · $288,013,275
· as of Sep 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 83 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 1,651,248 | $67,565,610 | 24.13% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 887,679 | $50,031,366 | 17.87% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 100,384 | $19,374,256 | 6.92% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Added | 413,073 | $18,215,717 | 6.51% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 374,878 | $17,707,171 | 6.32% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 458,722 | $12,523,110 | 4.47% | |
| CGGR |
Capital Group Growth ETF
|
Added | 237,737 | $10,441,409 | 3.73% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 194,931 | $9,247,956 | 3.30% | |
| ARVR |
First Trust Indxx Metaverse ETF
|
Added | 114,079 | $8,671,144 | 3.10% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Added | 128,079 | $8,140,701 | 2.91% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 18,065 | $4,636,300 | 1.66% | |
| AAPL |
Apple Inc.
Technology
|
Added | 17,904 | $4,558,895 | 1.63% | |
| XLB |
State Street Materials Select Sector SPDR ETF
|
Added | 43,159 | $3,867,909 | 1.38% | |
| STT |
State Street Corp
Financial Services
|
Added | 61,133 | $3,293,234 | 1.18% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Reduced | 88,806 | $3,260,627 | 1.16% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Added | 60,228 | $3,129,345 | 1.12% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,789 | $2,998,412 | 1.07% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 30,750 | $1,842,540 | 0.66% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 5,898 | $1,664,179 | 0.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,290 | $1,381,095 | 0.49% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Reduced | 22,991 | $1,377,158 | 0.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 5,124 | $1,246,609 | 0.45% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 1,060 | $981,167 | 0.35% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Reduced | 17,475 | $946,795 | 0.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,126 | $826,911 | 0.30% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,705 | $813,540 | 0.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,575 | $812,232 | 0.29% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 5,516 | $774,667 | 0.28% | |
| RTX |
RTX Corp
Industrials
|
Added | 4,385 | $733,742 | 0.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,438 | $722,940 | 0.26% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,823 | $622,335 | 0.22% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Held | 4,179 | $589,030 | 0.21% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Added | 2,135 | $556,039 | 0.20% | |
| CSX |
Csx Corp
Industrials
|
Held | 15,021 | $533,395 | 0.19% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,783 | $516,023 | 0.18% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 9,959 | $513,784 | 0.18% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 2,790 | $512,606 | 0.18% | |
| CGDV |
Capital Group Dividend Value ETF
|
Added | 11,924 | $501,165 | 0.18% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,586 | $481,969 | 0.17% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 1,996 | $471,794 | 0.17% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,877 | $434,600 | 0.16% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 2,054 | $432,366 | 0.15% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,305 | $430,532 | 0.15% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 2,515 | $429,687 | 0.15% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 3,644 | $410,861 | 0.15% | |
| CAMT |
Camtek Ltd
Technology
|
Reduced | 3,878 | $407,383 | 0.15% | |
| VXUS |
Vanguard Total International Stock ETF
|
Held | 5,396 | $396,390 | 0.14% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 1,931 | $382,840 | 0.14% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 666 | $378,827 | 0.14% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 2,711 | $363,002 | 0.13% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.