Obsidian Personal Planning Solutions LLC

CIK

1909128

Location

ROCKVILLE, MD

Portfolio Value

Micro $32,050,691

Diversification

Diversified

Filing Date

Global Rank

#6,988 / 7,986 ▲ 49 · as of Sep 2025

Top Industry

Consumer Electronics 14.4%

3Y Alpha vs SPY

-2.7%

Period ended 9 months ago

Filed Nov 13, 2025 · 8mo

14 quarters · since Jun 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.5%

SPY

+76.5%

Annualised alpha

-2.8%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

56 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

14.2%

+1.3 pts

Top 5

36.1%

−0.3 pts

Top 10

48.5%

−0.9 pts

HHI

441

Diversified+20

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Technology	37.5%	$12,021,736	11
Financial Services	16.3%	$5,224,131	12
Industrials	11.0%	$3,541,331	7
Consumer Cyclical	10.0%	$3,217,947	6
Communication Services	7.3%	$2,355,531	5
Consumer Defensive	7.2%	$2,309,497	4
Healthcare	6.7%	$2,157,586	6
Unclassified	1.5%	$482,495	2
Utilities	0.8%	$266,557	1
Energy	0.8%	$255,390	1
Basic Materials	0.7%	$218,490	1

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
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
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.	+168	2,978	$723,951
NVDA	Nvidia Corp	+162	1,571	$293,117
AAPL	Apple Inc.	+151	17,904	$4,558,895
ABBV	AbbVie Inc.	+130	1,877	$434,600
PEP	Pepsico Inc	+82	5,516	$774,667
V	Visa Inc.	+76	1,823	$622,335
META	Meta Platforms, Inc.	+43	1,126	$826,911
JPM	Jpmorgan Chase & Co	+35	2,575	$812,232
HD	Home Depot, Inc.	+35	710	$287,684
AVGO	Broadcom Inc.	+33	1,305	$430,532
TMUS	T-Mobile US, Inc.	+22	1,072	$256,615
BX	Blackstone Inc.	+15	2,515	$429,687
MCK	Mckesson Corp	+12	426	$329,102
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−607	5,116	$224,848
AFL	Aflac Inc	−412	2,440	$272,548
UNP	Union Pacific Corp	−171	1,996	$471,794
WMT	Walmart Inc.	−153	2,307	$237,759
CAMT	Camtek Ltd	−122	3,878	$407,383
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

5 positions

Ticker	Company	Shares	Value
BLK	BlackRock, Inc.	244	$284,472
LYFT	Lyft, Inc.	12,619	$277,744
TFC	Truist Financial Corp	5,447	$249,036
GLD	Spdr Gold Trust	665	$236,387
SHOP	Shopify Inc.	1,190	$176,845
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PGR	Progressive Corp/Oh/	883	$235,637
LIN	Linde PLC	473	$221,922
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 positions · $32,050,691 total · 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 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	17,904	+151	$4,558,895	+25.2%	14.22%
MSFT	Microsoft Corp Technology	Added	5,789	+729	$2,998,412	+19.1%	9.36%
IBM	International Business Machines Corp Technology	Held	5,898	0	$1,664,179	−4.3%	5.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,290	+352	$1,381,095	+6.0%	4.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,060	0	$981,167	−6.5%	3.06%
META	Meta Platforms, Inc. Communication Services	Added	1,126	+43	$826,911	+3.4%	2.58%
CAT	Caterpillar Inc Industrials	Reduced	1,705	-21	$813,540	+21.4%	2.54%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,575	+35	$812,232	+10.3%	2.53%
PEP	Pepsico Inc Consumer Defensive	Added	5,516	+82	$774,667	+8.0%	2.42%
RTX	RTX Corp Industrials	Added	4,385	+433	$733,742	+27.1%	2.29%
GOOGL	Alphabet Inc. Communication Services	Added	2,978	+168	$723,951	+46.2%	2.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,438	-68	$722,940	−1.2%	2.26%
V	Visa Inc. Financial Services	Added	1,823	+76	$622,335	+0.3%	1.94%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	2,135	+1,009	$556,039	+80.7%	1.73%
CSX	Csx Corp Industrials	Held	15,021	0	$533,395	+8.8%	1.66%
JNJ	Johnson & Johnson Healthcare	Added	2,783	+576	$516,023	+53.1%	1.61%
BAC	Bank Of America Corp /De/ Financial Services	Added	9,959	+866	$513,784	+19.4%	1.60%
TXN	Texas Instruments Inc Technology	Held	2,790	0	$512,606	−11.5%	1.60%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,586	-111	$481,969	−2.8%	1.50%
UNP	Union Pacific Corp Industrials	Reduced	1,996	-171	$471,794	−5.4%	1.47%
ABBV	AbbVie Inc. Healthcare	Added	1,877	+130	$434,600	+34.0%	1.36%
AVGO	Broadcom Inc. Technology	Added	1,305	+33	$430,532	+22.8%	1.34%
BX	Blackstone Inc. Financial Services	Added	2,515	+15	$429,687	+14.9%	1.34%
HON	Honeywell International Inc Industrials	Held	2,054	0	$427,382	−9.6%	1.33%
CAMT	Camtek Ltd Technology	Reduced	3,878	-122	$407,383	+20.4%	1.27%
DHR	Danaher Corp /De/ Healthcare	Reduced	1,931	-22	$382,840	−0.8%	1.19%
MA	Mastercard Inc Financial Services	Reduced	666	-18	$378,827	−1.4%	1.18%
LRCX	Lam Research Corp Technology	Reduced	2,711	-2	$363,002	+37.5%	1.13%
AXP	American Express Co Financial Services	Held	1,045	0	$347,107	+4.1%	1.08%
CSCO	Cisco Systems, Inc. Technology	Added	4,955	+249	$339,021	+3.8%	1.06%
MCK	Mckesson Corp Healthcare	Added	426	+12	$329,102	+8.5%	1.03%
T	At&T Inc. Communication Services	Added	11,445	+909	$323,206	+6.0%	1.01%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	2,938	-3	$320,124	+19.5%	1.00%
WM	Waste Management Inc Industrials	Held	1,441	0	$318,216	−3.5%	0.99%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,056	-13	$315,904	−4.2%	0.99%
NVDA	Nvidia Corp Technology	Added	1,571	+162	$293,117	+31.7%	0.91%
HD	Home Depot, Inc. Consumer Cyclical	Added	710	+35	$287,684	+16.2%	0.90%
BLK	BlackRock, Inc. Financial Services	NEW	244	NEW	$284,472	NEW	0.89%
LYFT	Lyft, Inc. Technology	NEW	12,619	NEW	$277,744	NEW	0.87%
AFL	Aflac Inc Financial Services	Reduced	2,440	-412	$272,548	−9.4%	0.85%
COF	Capital One Financial Corp Financial Services	Held	1,275	0	$271,039	−0.1%	0.85%
COR	Cencora, Inc. Healthcare	Held	854	0	$266,900	+4.2%	0.83%
DUK	Duke Energy CORP Utilities	Held	2,154	0	$266,557	+4.9%	0.83%
YUM	Yum Brands Inc Consumer Cyclical	Held	1,714	0	$260,528	+2.6%	0.81%
TMUS	T-Mobile US, Inc. Communication Services	Added	1,072	+22	$256,615	+2.6%	0.80%
VLO	Valero Energy Corp/Tx Energy	Held	1,500	0	$255,390	+26.7%	0.80%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,734	-2	$250,632	+16.9%	0.78%
TFC	Truist Financial Corp Financial Services	NEW	5,447	NEW	$249,036	NEW	0.78%
IAU	Ishares Gold Trust	Held	3,382	0	$246,108	+16.7%	0.77%
DE	Deere & Co Industrials	Held	532	0	$243,262	−10.1%	0.76%