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The Analysis of Obsidian Personal Planning Solutions LLC's Holdings & P&L

Currently, Obsidian Personal Planning Solutions LLC holds 119 types of securities in its portfolio with a total value $288.0M. In the most recent quarter, they have increased their positions in IBTH (+816.5K shares, valued at $18.4M), SCHD (+27.2K shares, valued at $726.6K), EFG (+4.5K shares, valued at $518.4K); decreased their positions in VUG (-214 shares, valued at $106.8K), RSPM (-2.0K shares, valued at $64.0K), PRF (-1.3K shares, valued at $60.6K); initiated new positions in XOM (+3.6K shares, valued at $416.7K), BLK (+244 shares, valued at $264.2K), LYFT (+12.6K shares, valued at $258.2K).

1M P&L

+18.9M+6.24%

3M P&L

+6.5M+2.06%

HY P&L

+16.3M+5.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A255.4M

88.7%

2Consumer Electronics4.8M

1.7%

3Software - Infrastructure3.0M

1.0%

Top Industries by Stock Count

1N/A64 stocks

53.8%

2Credit Services4 stocks

3.4%

3Drug Manufacturers - General3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IBTH ISHARES TR1.2M shares225.57%2025-09-302025-11-13

SPIB SPDR SERIES TRUST667.9K shares1.22%2025-09-302025-11-13

IJR ISHARES TR142.4K shares1.95%2025-09-302025-11-13

VTV VANGUARD INDEX FDS83.8K shares2.61%2025-09-302025-11-13

JPIE J P MORGAN EXCHANGE TRADED F298.7K shares3.81%2025-09-302025-11-13

SCHD SCHWAB STRATEGIC TR458.7K shares6.29%2025-09-302025-11-13

SPDW SPDR INDEX SHS FDS278.7K shares3.47%2025-09-302025-11-13

SPYG SPDR SERIES TRUST102.3K shares2.48%2025-09-302025-11-13

Sponsored

EFG ISHARES TR94.2K shares5.00%2025-09-302025-11-13

CGGR CAPITAL GROUP GROWTH ETF237.7K shares4.83%2025-09-302025-11-13

XAR SPDR SERIES TRUST41.5K shares-0.01%2025-09-302025-11-13

VMBS VANGUARD SCOTTSDALE FDS192.1K shares2.59%2025-09-302025-11-13

CIBR FIRST TR EXCHANGE TRADED FD114.1K shares2.00%2025-09-302025-11-13

XMLV INVESCO EXCH TRADED FD TR II128.1K shares2.59%2025-09-302025-11-13

FLOT ISHARES TR154.8K shares3.03%2025-09-302025-11-13

MDYG SPDR SERIES TRUST76.0K shares3.58%2025-09-302025-11-13

Sponsored

SPEM SPDR INDEX SHS FDS134.4K shares1.28%2025-09-302025-11-13

AAPL APPLE INC17.9K shares0.85%2025-09-302025-11-13

VHT VANGUARD WORLD FD17.7K shares3.03%2025-09-302025-11-13

XLE SELECT SECTOR SPDR TR51.8K shares8.55%2025-09-302025-11-13

JMUB J P MORGAN EXCHANGE TRADED F76.1K shares10.43%2025-09-302025-11-13

XLB SELECT SECTOR SPDR TR43.2K shares7.22%2025-09-302025-11-13

MEAR ISHARES U S ETF TR68.4K shares3.23%2025-09-302025-11-13

XLF SELECT SECTOR SPDR TR61.1K shares8.42%2025-09-302025-11-13

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MSFT MICROSOFT CORP5.8K shares14.41%2025-09-302025-11-13

VUG VANGUARD INDEX FDS5.9K shares-3.49%2025-09-302025-11-13

RSPM INVESCO EXCHANGE TRADED FD T60.5K shares-3.22%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS30.8K shares-0.50%2025-09-302025-11-13

IBM INTERNATIONAL BUSINESS MACHS5.9K shares0.00%2025-09-302025-11-13

AMZN AMAZON COM INC6.3K shares5.93%2025-09-302025-11-13

VOO VANGUARD INDEX FDS2.4K shares-1.67%2025-09-302025-11-13

PRF INVESCO EXCHANGE TRADED FD T28.3K shares-4.48%2025-09-302025-11-13

Sponsored

CAT CATERPILLAR INC1.7K shares-1.22%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW1.1K shares0.00%2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F17.5K shares-1.29%2025-09-302025-11-13

GOOGL ALPHABET INC3.0K shares5.98%2025-09-302025-11-13

PEP PEPSICO INC5.5K shares1.51%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.2.6K shares1.38%2025-09-302025-11-13

XLK SELECT SECTOR SPDR TR2.6K shares-0.49%2025-09-302025-11-13

RTX RTX CORPORATION4.4K shares10.96%2025-09-302025-11-13

Sponsored

META META PLATFORMS INC1.1K shares3.97%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares-4.52%2025-09-302025-11-13

V VISA INC1.8K shares4.35%2025-09-302025-11-13

GOOG ALPHABET INC2.1K shares0.70%2025-09-302025-11-13

VYM VANGUARD WHITEHALL FDS4.2K shares0.00%2025-09-302025-11-13

MAR MARRIOTT INTL INC NEW2.1K shares89.61%2025-09-302025-11-13

CSX CSX CORP15.0K shares0.00%2025-09-302025-11-13

BAC BANK AMERICA CORP10.0K shares9.52%2025-09-302025-11-13

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JNJ JOHNSON & JOHNSON2.8K shares26.10%2025-09-302025-11-13

IVV ISHARES TR758 shares0.00%2025-09-302025-11-13

CGDV CAPITAL GROUP DIVIDEND VALUE11.9K shares4.15%2025-09-302025-11-13

AVGO BROADCOM INC1.3K shares2.59%2025-09-302025-11-13

CAMT CAMTEK LTD3.9K shares-3.05%2025-09-302025-11-13

MCD MCDONALDS CORP1.6K shares-6.54%2025-09-302025-11-13

TXN TEXAS INSTRS INC2.8K shares0.00%2025-09-302025-11-13

UNP UNION PAC CORP2.0K shares-7.89%2025-09-302025-11-13

Sponsored

VOT VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-11-13

LRCX LAM RESEARCH CORP2.7K shares-0.07%2025-09-302025-11-13

VB VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-13

XOM EXXON MOBIL CORP3.6K sharesnew addition2025-09-302025-11-13

DHR DANAHER CORPORATION1.9K shares-1.13%2025-09-302025-11-13

HON HONEYWELL INTL INC2.1K shares0.00%2025-09-302025-11-13

ABBV ABBVIE INC1.9K shares7.44%2025-09-302025-11-13

VXUS VANGUARD STAR FDS5.4K shares0.00%2025-09-302025-11-13

Sponsored

ITA ISHARES TR1.8K shares0.00%2025-09-302025-11-13

AXP AMERICAN EXPRESS CO1.0K shares0.00%2025-09-302025-11-13

DGRW WISDOMTREE TR4.2K shares0.00%2025-09-302025-11-13

BX BLACKSTONE INC2.5K shares0.60%2025-09-302025-11-13

MA MASTERCARD INCORPORATED666 shares-2.63%2025-09-302025-11-13

CSCO CISCO SYS INC5.0K shares5.29%2025-09-302025-11-13

VBR VANGUARD INDEX FDS1.7K shares0.29%2025-09-302025-11-13

MCK MCKESSON CORP426 shares2.90%2025-09-302025-11-13

Sponsored

VO VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-11-13

DTD WISDOMTREE TR4.0K shares0.00%2025-09-302025-11-13

NVDA NVIDIA CORPORATION1.6K shares11.50%2025-09-302025-11-13

BK BANK NEW YORK MELLON CORP2.9K shares-0.10%2025-09-302025-11-13

MINT PIMCO ETF TR3.1K shares0.00%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO2.1K shares-0.63%2025-09-302025-11-13

XLC SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-11-13

XLU SELECT SECTOR SPDR TR3.3K shares0.00%2025-09-302025-11-13

Sponsored

IWR ISHARES TR3.0K shares0.00%2025-09-302025-11-13

COR CENCORA INC854 shares0.00%2025-09-302025-11-13

WM WASTE MGMT INC DEL1.4K shares0.00%2025-09-302025-11-13

T AT&T INC11.4K shares8.63%2025-09-302025-11-13

COF CAPITAL ONE FINL CORP1.3K shares0.00%2025-09-302025-11-13

VOOG VANGUARD ADMIRAL FDS INC615 shares0.00%2025-09-302025-11-13

HD HOME DEPOT INC710 shares5.19%2025-09-302025-11-13

DUK DUKE ENERGY CORP NEW2.2K shares0.00%2025-09-302025-11-13

Sponsored

VBK VANGUARD INDEX FDS870 shares-2.25%2025-09-302025-11-13

BLK BLACKROCK INC244 sharesnew addition2025-09-302025-11-13

AFL AFLAC INC2.4K shares-14.45%2025-09-302025-11-13

LYFT LYFT INC12.6K sharesnew addition2025-09-302025-11-13

IAU ISHARES GOLD TR3.4K shares0.00%2025-09-302025-11-13

VGT VANGUARD WORLD FD321 shares0.00%2025-09-302025-11-13

VLO VALERO ENERGY CORP1.5K shares0.00%2025-09-302025-11-13

DE DEERE & CO532 shares0.00%2025-09-302025-11-13

Sponsored

GLD SPDR GOLD TR665 sharesnew addition2025-09-302025-11-13

TFC TRUIST FINL CORP5.4K sharesnew addition2025-09-302025-11-13

TJX TJX COS INC NEW1.7K shares-0.12%2025-09-302025-11-13

AGGY WISDOMTREE TR5.4K shares0.00%2025-09-302025-11-13

VOOV VANGUARD ADMIRAL FDS INC1.2K shares-9.06%2025-09-302025-11-13

YUM YUM BRANDS INC1.7K shares0.00%2025-09-302025-11-13

VOE VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-13

MRK MERCK & CO INC2.7K shares-1.63%2025-09-302025-11-13

Sponsored

WMT WALMART INC2.3K shares-6.22%2025-09-302025-11-13

MUB ISHARES TR2.2K shares-6.15%2025-09-302025-11-13

EUAD SPINNAKER ETF SERIES5.2K sharesnew addition2025-09-302025-11-13

VCSH VANGUARD SCOTTSDALE FDS2.9K shares9.61%2025-09-302025-11-13

TMUS T-MOBILE US INC1.1K shares2.10%2025-09-302025-11-13

MARM FIRST TR EXCHNG TRADED FD VI6.7K shares0.00%2025-09-302025-11-13

DDWM WISDOMTREE TR5.3K shares-3.15%2025-09-302025-11-13

SHW SHERWIN WILLIAMS CO631 shares0.00%2025-09-302025-11-13

Sponsored

HEDJ WISDOMTREE TR4.2K shares0.00%2025-09-302025-11-13

AGG ISHARES TR2.1K sharesnew addition2025-09-302025-11-13

IVW ISHARES TR1.7K sharesnew addition2025-09-302025-11-13

SHOP SHOPIFY INC1.2K sharesnew addition2025-09-302025-11-13

BSV VANGUARD BD INDEX FDS2.6K shares0.00%2025-09-302025-11-13

ESGU ISHARES TR1.4K shares-10.73%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC5.1K shares-10.61%2025-09-302025-11-13

IBTH

ISHARES TR

225.57%

Shares1.2M

Event2025-09-30

Filed2025-11-13

SPIB

SPDR SERIES TRUST

1.22%

Shares667.9K

Event2025-09-30

Filed2025-11-13

IJR

ISHARES TR

1.95%

Shares142.4K

Event2025-09-30

Filed2025-11-13

VTV

VANGUARD INDEX FDS

2.61%

Shares83.8K

Event2025-09-30

Filed2025-11-13

JPIE

J P MORGAN EXCHANGE TRADED F

3.81%

Shares298.7K

Event2025-09-30

Filed2025-11-13

SCHD

SCHWAB STRATEGIC TR

6.29%

Shares458.7K

Event2025-09-30

Filed2025-11-13

SPDW

SPDR INDEX SHS FDS

3.47%

Shares278.7K

Event2025-09-30

Filed2025-11-13

SPYG

SPDR SERIES TRUST

2.48%

Shares102.3K

Event2025-09-30

Filed2025-11-13

EFG

ISHARES TR

5.00%

Shares94.2K

Event2025-09-30

Filed2025-11-13

CGGR

CAPITAL GROUP GROWTH ETF

4.83%

Shares237.7K

Event2025-09-30

Filed2025-11-13

XAR

SPDR SERIES TRUST

-0.01%

Shares41.5K

Event2025-09-30

Filed2025-11-13

VMBS

VANGUARD SCOTTSDALE FDS

2.59%

Shares192.1K

Event2025-09-30

Filed2025-11-13

CIBR

FIRST TR EXCHANGE TRADED FD

2.00%

Shares114.1K

Event2025-09-30

Filed2025-11-13

XMLV

INVESCO EXCH TRADED FD TR II

2.59%

Shares128.1K

Event2025-09-30

Filed2025-11-13

FLOT

ISHARES TR

3.03%

Shares154.8K

Event2025-09-30

Filed2025-11-13

MDYG

SPDR SERIES TRUST

3.58%

Shares76.0K

Event2025-09-30

Filed2025-11-13

SPEM

SPDR INDEX SHS FDS

1.28%

Shares134.4K

Event2025-09-30

Filed2025-11-13

AAPL

APPLE INC

0.85%

Shares17.9K

Event2025-09-30

Filed2025-11-13

VHT

VANGUARD WORLD FD

3.03%

Shares17.7K

Event2025-09-30

Filed2025-11-13

XLE

SELECT SECTOR SPDR TR

8.55%

Shares51.8K

Event2025-09-30

Filed2025-11-13

JMUB

J P MORGAN EXCHANGE TRADED F

10.43%

Shares76.1K

Event2025-09-30

Filed2025-11-13

XLB

SELECT SECTOR SPDR TR

7.22%

Shares43.2K

Event2025-09-30

Filed2025-11-13

MEAR

ISHARES U S ETF TR

3.23%

Shares68.4K

Event2025-09-30

Filed2025-11-13

XLF

SELECT SECTOR SPDR TR

8.42%

Shares61.1K

Event2025-09-30

Filed2025-11-13

MSFT

MICROSOFT CORP

14.41%

Shares5.8K

Event2025-09-30

Filed2025-11-13

VUG

VANGUARD INDEX FDS

-3.49%

Shares5.9K

Event2025-09-30

Filed2025-11-13

RSPM

INVESCO EXCHANGE TRADED FD T

-3.22%

Shares60.5K

Event2025-09-30

Filed2025-11-13

VEA

VANGUARD TAX-MANAGED FDS

-0.50%

Shares30.8K

Event2025-09-30

Filed2025-11-13

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares5.9K

Event2025-09-30

Filed2025-11-13

AMZN

AMAZON COM INC

5.93%

Shares6.3K

Event2025-09-30

Filed2025-11-13

VOO

VANGUARD INDEX FDS

-1.67%

Shares2.4K

Event2025-09-30

Filed2025-11-13

PRF

INVESCO EXCHANGE TRADED FD T

-4.48%

Shares28.3K

Event2025-09-30

Filed2025-11-13

CAT

CATERPILLAR INC

-1.22%

Shares1.7K

Event2025-09-30

Filed2025-11-13

COST

COSTCO WHSL CORP NEW

0.00%

Shares1.1K

Event2025-09-30

Filed2025-11-13

VWO

VANGUARD INTL EQUITY INDEX F

-1.29%

Shares17.5K

Event2025-09-30

Filed2025-11-13

GOOGL

ALPHABET INC

5.98%

Shares3.0K

Event2025-09-30

Filed2025-11-13

PEP

PEPSICO INC

1.51%

Shares5.5K

Event2025-09-30

Filed2025-11-13

JPM

JPMORGAN CHASE & CO.

1.38%

Shares2.6K

Event2025-09-30

Filed2025-11-13

XLK

SELECT SECTOR SPDR TR

-0.49%

Shares2.6K

Event2025-09-30

Filed2025-11-13

RTX

RTX CORPORATION

10.96%

Shares4.4K

Event2025-09-30

Filed2025-11-13