Obsidian Personal Planning Solutions LLC
Q2 2025 13F Holdings
- Locationrockville, MD
- Num holdings
113
- Value ($000)
$247,087
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001909128
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $22.16 M | 9 % | 659,808 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $15.27 M | 6 % | 139,695 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $14.43 M | 6 % | 81,641 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $13.33 M | 5 % | 287,787 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.44 M | 5 % | 431,559 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $10.90 M | 4 % | 269,316 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $10.04 M | 4 % | 89,673 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $9.52 M | 4 % | 99,853 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $9.22 M | 4 % | 226,782 | ||
XAR SPDR SERIES TRUST | AEROSPACE DEF | 78464A631 | $8.75 M | 4 % | 41,471 |
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