Obsidian Personal Planning Solutions LLC
- SEC CIK
- 0001909128
- Latest filing
- Nov 13, 2025
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 19, 2022. Long positions only.
- Positions
- 42
- No filing for Q1 2022
- Portfolio value
- $58.7M
- No filing for Q1 2022
Obsidian Personal Planning Solutions LLC did not file a 13F for Q1 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717X263 | DYNAMIC INTL EQT | 7,203 | $201.0K | 0.3% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 2,426 | $221.0K | 0.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 464 | $222.0K | 0.4% | – | – | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,039 | $231.0K | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,278 | $241.0K | 0.4% | – | – | – |
| MARMarriott International Inc | Stock | 1,805 | $245.0K | 0.4% | – | – | History |
| TAT&T Inc. | Stock | 12,373 | $259.0K | 0.4% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 778 | $270.0K | 0.5% | – | – | – |
| VZVerizon Communications Inc | Stock | 5,967 | $303.0K | 0.5% | – | – | History |
| RTXRTX Corp | Stock | 3,156 | $303.0K | 0.5% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,168 | $304.0K | 0.5% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,528 | $326.0K | 0.6% | – | – | History |
| PGProcter & Gamble Co | Stock | 2,433 | $350.0K | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,314 | $359.0K | 0.6% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 2,784 | $383.0K | 0.7% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,882 | $391.0K | 0.7% | – | – | – |
| HONHoneywell International Inc | COM | 2,378 | $413.0K | 0.7% | – | – | History |
| JNJJohnson & Johnson | Stock | 2,330 | $414.0K | 0.7% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,080 | $415.0K | 0.7% | – | – | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 7,392 | $428.0K | 0.7% | – | – | – |
| DHRDanaher Corp | Stock | 1,712 | $434.0K | 0.7% | – | – | History |
| TXNTexas Instruments Inc | Stock | 3,495 | $537.0K | 0.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 5,860 | $622.0K | 1.1% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,104 | $776.0K | 1.3% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 5,869 | $829.0K | 1.4% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 21,057 | $877.0K | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,577 | $919.0K | 1.6% | – | – | History |
| PEPPepsiCo Inc | Stock | 6,097 | $1.02M | 1.7% | – | – | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 41,231 | $1.43M | 2.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 35,712 | $1.46M | 2.5% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 24,859 | $1.83M | 3.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,485 | $1.89M | 3.2% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 8,588 | $2.02M | 3.4% | – | – | – |
| AAPLApple Inc. | Stock | 16,866 | $2.31M | 3.9% | – | – | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 17,386 | $2.58M | 4.4% | – | – | – |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 17,283 | $2.68M | 4.6% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 36,565 | $2.94M | 5.0% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 129,643 | $3.74M | 6.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 75,183 | $3.86M | 6.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 62,070 | $5.74M | 9.8% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 109,870 | $5.74M | 9.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 61,726 | $8.14M | 13.9% | – | – | – |