StockDriftsStockDriftsTop 50 Obsidian Personal Planning Solutions Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBTH | ISHARES TR | 9.21% | 1.18M | $26.5M | +225.57%(+816.54K) | $22.40(+0.27%) | 2025-09-30 | |
| SPIB | SPDR SERIES TRUST | 7.86% | 667.9K | $22.6M | +1.22%(+8.06K) | $33.03(+2.51%) | 2025-09-30 | |
| IJR | ISHARES TR | 5.82% | 142.4K | $16.8M | +1.95%(+2.72K) | $103.48(+18.99%) | 2025-09-30 | |
| VTV | VANGUARD INDEX FDS | 5.4% | 83.8K | $15.6M | +2.61%(+2.13K) | $146.11(+31.94%) | 2025-09-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 4.81% | 298.7K | $13.9M | +3.81%(+10.96K) | $45.90(+1.27%) | 2025-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.26% | 458.7K | $12.3M | +6.29%(+27.16K) | $26.94(+2.60%) | 2025-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 4.21% | 278.7K | $12.1M | +3.47%(+9.35K) | $32.92(+35.50%) | 2025-09-30 | |
| SPYG | SPDR SERIES TRUST | 3.84% | 102.3K | $11.1M | +2.48%(+2.48K) | $63.07(+71.55%) | 2025-09-30 | |
| EFG | ISHARES TR | 3.78% | 94.2K | $10.9M | +5.00%(+4.48K) | $94.49(+21.54%) | 2025-09-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.7% | 237.7K | $10.7M | +4.83%(+10.96K) | $31.60(+42.80%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.28% | +53.21% | — | — | +53.21% |
| Top 20 Holdings Unweighted | +16.17% | +56.76% | — | — | +56.76% |
Obsidian Personal Planning Solutions Llc reports $288.01M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are IBTH (9.2%), SPIB (7.9%) and IJR (5.8%). The top 20 holdings account for 77.75% of reported assets. Its disclosed equity book has returned +53.21% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Obsidian Personal Planning Solutions Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909128). View Obsidian Personal Planning Solutions Llc’s 13F filings on SEC