§ 13F · FUND PROFILE
Obsidian Personal Planning Solutions LLC.
AUM · $288M (13F)Positions · 119Turnover · n/a · Q3Filed · Nov 13, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 13, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IBTH | ISHARES TR | 1.18M | $27M | — | — |
| 2 | SPIB | SPDR SERIES TRUST | 668K | $23M | — | — |
| 3 | IJR | ISHARES TR | 142K | $17M | — | — |
| 4 | VTV | VANGUARD INDEX FDS | 84K | $16M | — | — |
| 5 | JPIE | J P MORGAN EXCHANGE TRADED F | 299K | $14M | — | — |
| 6 | SCHD | SCHWAB STRATEGIC TR | 459K | $12M | — | — |
| 7 | SPDW | SPDR INDEX SHS FDS | 279K | $12M | — | — |
| 8 | SPYG | SPDR SERIES TRUST | 102K | $11M | — | — |
| 9 | EFG | ISHARES TR | 94K | $11M | — | — |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | 238K | $11M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OBSIDIAN SIGNAL
AC read
Obsidian Personal Planning Solutions LLC is a Other fund managing $288 million in assets. The fund runs a portfolio of 119 positions.
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