Obsidian Personal Planning Solutions LLC
- SEC CIK
- 0001909128
- Latest filing
- Nov 13, 2025
The latest 13F from Obsidian Personal Planning Solutions LLC covers Q3 2025 (filed Nov 13, 2025): 119 long positions worth $288.0M. The top 10 holdings make up 52.9% of the portfolio, and the largest is iShares Tr at 9.2%. Livermore has 15 filings on Form 13F from this institution, going back to Q2 2022.
What changed in Q3 2025
Share counts compared with Q2 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 9
- Est. +$2.29M
- Added
- 47
- Est. +$26.2M
- Reduced
- 28
- Est. −$596.3K
- Sold out
- 3
- Est. −$666.7K
Top 5 holdings
Share of this quarter's portfolio value
- iShares Tr46436E8419.2%$26.5M
- State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A3757.9%$22.6M
- iShares Core S&P Small Cap ETF4642878045.8%$16.8M
- Vanguard Morningstar Value ETF9229087445.4%$15.6M
- J P Morgan Exchange Traded F46641Q1594.8%$13.9M
Biggest buys
New and added positions, by estimated amount bought
- iShares Tr46436E841+$18.4MAdded
- Schwab US Dividend Equity ETF808524797+$726.6KAdded
- iShares Tr464288885+$518.4KAdded
- J P Morgan Exchange Traded F46641Q159+$508.7KAdded
- Capital Group Growth ETF14020G101+$491.6KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
Biggest sells
Reduced and sold-out positions, by estimated amount sold
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
Metrics
13F metrics for Q3 2025, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $288.0M
- +$40.9M (+16.6%) vs. prior quarter
- Positions
- 119
- +6 vs. prior quarter
- Top 10 concentration
- 52.9%
- Top 10 as share of value
- Turnover
- 0.5%
- Q3 2025, one quarter
- Average holding period
- 9.4 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2022), so positions held before then are understated.
13F filings by quarter
14 quarters, going back to Q2 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $288.0M (Q3 2025)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q3 2025 | Nov 13, 2025 | 119 | $288.0M | iShares TrState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares Core S&P Small Cap ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 113 | $247.1M | State Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares Core S&P Small Cap ETFVanguard Morningstar Value ETF | vs. Q1 2025 | SEC |
| Q1 2025 | May 16, 2025 | 105 | $223.9M | State Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares Core S&P Small Cap ETFVanguard Morningstar Value ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 105 | $207.3M | State Street SPDR Portfolio Intermediate Term Corporate Bond ETFVanguard Morningstar Value ETFiShares Core S&P Small Cap ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 7, 2024 | 101 | $191.3M | State Street SPDR Portfolio Intermediate Term Corporate Bond ETFVanguard Morningstar Value ETFiShares Core S&P Small Cap ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 25, 2024 | 97 | $163.8M | Vanguard Morningstar Value ETFiShares Core S&P Small Cap ETFState Street SPDR Portfolio Short Term Corporate Bond ETF | vs. Q1 2024 | SEC |
| Q1 2024 | May 9, 2024 | 99 | $152.3M | Vanguard Morningstar Value ETFiShares Core S&P Small Cap ETFState Street SPDR Portfolio Short Term Corporate Bond ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 1, 2024 | 81 | $131.4M | State Street SPDR Portfolio Short Term Corporate Bond ETFVanguard Morningstar Value ETFiShares Core S&P Small Cap ETF | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 27, 2023Amended | 76 | $117.1M | State Street SPDR Portfolio Short Term Corporate Bond ETFVanguard Malvern FDSVanguard Morningstar Value ETF | vs. Q2 2023 | SEC |
| Q2 2023 | Nov 27, 2023 | 71 | $81.2M | Vanguard Morningstar Value ETFiShares Core S&P Small Cap ETFState Street SPDR Portfolio S&P 500 Growth ETF | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 11, 2023 | 53 | $68.6M | Vanguard Morningstar Value ETFiShares Core S&P Small Cap ETFState Street SPDR Portfolio Developed World Ex-US ETF | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 18, 2023 | 40 | $62.3M | Vanguard Morningstar Value ETFiShares Core S&P Small Cap ETFInvesco Exch Traded FD Tr II | vs. Q3 2022 | SEC |
| Q3 2022 | Oct 11, 2022 | 39 | $54.7M | Vanguard Morningstar Value ETFiShares Core S&P Small Cap ETFInvesco Exch Traded FD Tr II | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 19, 2022 | 42 | $58.7M | Vanguard Morningstar Value ETFState Street SPDR Portfolio S&P 500 Growth ETFiShares Core S&P Small Cap ETF | – | SEC |