Obsidian Personal Planning Solutions LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 80.9%; sector active share 72.2% against the combined 13F book's sector weights.
Over time 14 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
119 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.4% | $238,494,789 |
| 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| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF | +816,536 | 1,178,521 | $26,540,292 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +27,163 | 458,722 | $12,523,110 | |
| JPIE | JPMorgan Income ETF | +10,962 | 298,749 | $13,864,941 | |
| CGGR | Capital Group Growth ETF | +10,955 | 237,737 | $10,441,409 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | +9,348 | 278,664 | $11,924,032 | |
| SPIB | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF | +8,062 | 667,870 | $22,634,114 | |
| JMUB | JPMorgan Municipal ETF | +7,191 | 76,129 | $3,842,230 | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | +4,857 | 192,080 | $9,020,076 | |
| XLF | State Street Corp | +4,746 | 61,133 | $3,293,234 | |
| FLOT | iShares Floating Rate Bond ETF | +4,555 | 154,849 | $7,911,235 | |
| EFG | iShares MSCI EAFE Growth ETF | +4,482 | 94,155 | $10,722,371 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | +4,077 | 51,751 | $4,623,434 | |
| XMLV | Invesco Ltd. | +3,228 | 128,079 | $8,140,701 | |
| — | +2,908 | 43,159 | $3,867,909 | ||
| IJR | iShares Core S&P Small-Cap ETF | +2,722 | 142,417 | $16,923,412 | |
| MDYG | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF | +2,627 | 76,012 | $6,959,658 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | +2,477 | 102,330 | $10,694,508 | |
| — | +2,242 | 114,079 | $8,671,144 | ||
| MEAR | iShares Trust | +2,144 | 68,447 | $0 | |
| VTV | VANGUARD VALUE INDEX FUND | +2,133 | 83,774 | $15,623,013 | |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | +1,695 | 134,409 | $6,291,685 | |
| MAR | Marriott International Inc | +1,009 | 2,135 | $556,039 | |
| T | At&T Inc. | +909 | 11,445 | $323,206 | |
| BAC | Bank Of America Corp | +866 | 9,959 | $513,784 | |
| MSFT | Microsoft Corp | +729 | 5,789 | $2,998,412 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RSPM | Victory Portfolios II | −2,016 | 60,537 | $1,982,586 | |
| PRF | Victory Portfolios II | −1,326 | 28,269 | $1,278,041 | |
| VZ | Verizon Communications Inc | −607 | 5,116 | $224,848 | |
| AFL | Aflac Inc | −412 | 2,440 | $272,548 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −228 | 17,475 | $946,795 | |
| VUG | VANGUARD GROWTH INDEX FUND | −214 | 5,925 | $2,841,689 | |
| DDWM | WisdomTree Dynamic International Equity Fund | −171 | 5,252 | $219,533 | |
| UNP | Union Pacific Corp | −171 | 1,996 | $471,794 | |
| ESGU | iShares ESG Aware MSCI USA ETF | −164 | 1,365 | $198,744 | |
| VEA | Vanguard FTSE Developed Markets ETF | −156 | 30,750 | $1,842,540 | |
| WMT | Walmart Inc. | −153 | 2,307 | $237,759 | |
| MUB | iShares National Muni Bond ETF | −142 | 2,168 | $230,870 | |
| CAMT | Camtek Ltd | −122 | 3,878 | $407,383 | |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND | −117 | 1,175 | $234,377 | |
| 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 | |
| VOO | VANGUARD 500 INDEX FUND | −41 | 2,412 | $1,477,060 | |
| DHR | Danaher Corp | −22 | 1,931 | $382,840 | |
| CAT | Caterpillar Inc | −21 | 1,705 | $813,540 | |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | −20 | 870 | $258,929 | |
| MA | Mastercard Inc | −18 | 666 | $378,827 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −13 | 2,618 | $737,909 | |
| PG | PROCTER & GAMBLE Co | −13 | 2,056 | $315,904 | |
| XAR | State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | −4 | 41,467 | $9,743,086 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| 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 | Spinnaker ETF Series | 5,234 | $245,840 | |
| GLD | Spdr Gold Trust | 665 | $236,387 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 2,114 | $211,928 | |
| IVW | iShares S&P 500 Growth ETF | 1,678 | $202,568 | |
| SHOP | Shopify Inc. | 1,190 | $176,845 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IBTH |
iShares iBonds Dec 2027 Term Treasury ETF
|
Added | 1,178,521 | $26,540,292 | 9.40% | |
| SPIB |
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
|
Added | 667,870 | $22,634,114 | 8.01% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 142,417 | $16,923,412 | 5.99% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 83,774 | $15,623,013 | 5.53% | |
| JPIE |
JPMorgan Income ETF
|
Added | 298,749 | $13,864,941 | 4.91% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 458,722 | $12,523,110 | 4.43% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Added | 278,664 | $11,924,032 | 4.22% | |
| EFG |
iShares MSCI EAFE Growth ETF
|
Added | 94,155 | $10,722,371 | 3.80% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Added | 102,330 | $10,694,508 | 3.79% | |
| CGGR |
Capital Group Growth ETF
|
Added | 237,737 | $10,441,409 | 3.70% | |
| XAR |
State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF
|
Reduced | 41,467 | $9,743,086 | 3.45% | |
| VMBS |
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
|
Added | 192,080 | $9,020,076 | 3.19% | |
|
|
Added | 114,079 | $8,671,144 | 3.07% | ||
| XMLV |
Invesco Ltd.
Financial Services
|
Added | 128,079 | $8,140,701 | 2.88% | |
| FLOT |
iShares Floating Rate Bond ETF
|
Added | 154,849 | $7,911,235 | 2.80% | |
| MDYG |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF
|
Added | 76,012 | $6,959,658 | 2.46% | |
| SPEM |
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
Added | 134,409 | $6,291,685 | 2.23% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Added | 51,751 | $4,623,434 | 1.64% | |
| VHT |
VANGUARD HEALTH CARE INDEX FUND
|
Added | 17,744 | $4,606,342 | 1.63% | |
| AAPL |
Apple Inc.
Technology
|
Added | 17,904 | $4,558,895 | 1.61% | |
|
|
Added | 43,159 | $3,867,909 | 1.37% | ||
| JMUB |
JPMorgan Municipal ETF
|
Added | 76,129 | $3,842,230 | 1.36% | |
| XLF |
State Street Corp
Financial Services
|
Added | 61,133 | $3,293,234 | 1.17% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,789 | $2,998,412 | 1.06% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Reduced | 5,925 | $2,841,689 | 1.01% | |
| RSPM |
Victory Portfolios II
|
Reduced | 60,537 | $1,982,586 | 0.70% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 30,750 | $1,842,540 | 0.65% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 5,898 | $1,664,179 | 0.59% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 2,412 | $1,477,060 | 0.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,290 | $1,381,095 | 0.49% | |
| PRF |
Victory Portfolios II
|
Reduced | 28,269 | $1,278,041 | 0.45% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 1,060 | $981,167 | 0.35% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 17,475 | $946,795 | 0.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,126 | $826,911 | 0.29% | |
| 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 | 0.27% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 2,618 | $737,909 | 0.26% | |
| RTX |
RTX Corp
Industrials
|
Added | 4,385 | $733,742 | 0.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,978 | $723,951 | 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% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Held | 4,179 | $589,030 | 0.21% | |
| MAR |
Marriott International Inc
Consumer Cyclical
|
Added | 2,135 | $556,039 | 0.20% | |
| CSX |
Csx Corp
Industrials
|
Held | 15,021 | $533,395 | 0.19% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 2,146 | $522,658 | 0.19% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,783 | $516,023 | 0.18% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 9,959 | $513,784 | 0.18% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 2,790 | $512,606 | 0.18% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 758 | $507,329 | 0.18% |
Showing the top 50 of 119 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.