13F Insight
DOSSIER · 13F-HR · Q3 2025

Obsidian Personal Planning Solutions LLC

$288M in tracked AUM across 119 positions as of Q3 2025.

OP
CIK 0001909128 · last filed Sep 30, 2025
Total AUM
$288M
as of Q3 2025
Holdings
119
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
IBTH
ISHARES TR
$27M1.2M9.2%02
SPIB
SPDR SERIES TRUST
$23M668K7.9%03
IJR
ISHARES TR
$17M142K5.8%04
VTV
VANGUARD INDEX FDS
$16M84K5.4%05
JPIE
J P MORGAN EXCHANGE TRADED F
$14M299K4.8%06
SCHD
SCHWAB STRATEGIC TR
$12M459K4.3%07
SPDW
SPDR INDEX SHS FDS
$12M279K4.2%08
SPYG
SPDR SERIES TRUST
$11M102K3.8%09
EFG
ISHARES TR
$11M94K3.8%10
CGGR
CAPITAL GROUP GROWTH ETF
$11M238K3.7%

Filing history

2025Q3Sep 30
$288M▲ 16.6%
119 positionsView →2025Q2Jun 30
$247M▲ 10.4%
113 positionsLocked2025Q1Mar 31
$224M▲ 8.0%
105 positionsLocked2024Q4Dec 31
$207M▲ 8.3%
105 positionsLocked2024Q3Sep 30
$191M▲ 16.8%
101 positionsLocked2024Q2Jun 30
$164M▲ 7.6%
97 positionsLocked2024Q1Mar 31
$152M▲ 15.9%
99 positionsLocked2023Q4Dec 31
$131M▲ 12.2%
81 positionsLocked2023Q3Sep 30
$117M▲ 44.2%
76 positionsLocked2023Q2Jun 30
$81M▲ 18.4%
71 positionsLocked2023Q1Mar 31
$69M▲ 10.1%
53 positionsLocked2022Q4Dec 31
$62M▲ 14.0%
40 positionsLocked
Showing 12 of 14