What does Obsidian Personal Planning Solutions LLC hold? Q3 2025 13F Holdings & Portfolio

AI Analysis · Q3 2025 · Q3 2025

Obsidian Personal Planning Solutions LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

ISHARES TR

$27M1.2M9.2%

SPDR SERIES TRUST

$23M668K7.9%

ISHARES TR

$17M142K5.8%

VANGUARD INDEX FDS

$16M84K5.4%

J P MORGAN EXCHANGE TRADED F

$14M299K4.8%

SCHWAB STRATEGIC TR

$12M459K4.3%

SPDR INDEX SHS FDS

$12M279K4.2%

SPDR SERIES TRUST

$11M102K3.8%

ISHARES TR

$11M94K3.8%

CAPITAL GROUP GROWTH ETF

$11M238K3.7%

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