Obsidian Personal Planning Solutions LLC
Q3 2025 13F Holdings
- Locationrockville, MD
- Num holdings
119
- Value ($000)
$288,013
- Date Filed11/12/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IBTH ISHARES TR | IBONDS 27 TRM TS | 46436E841 | $26.53 M | 9 % | 1,178,521 | ||
KRE SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $22.63 M | 8 % | 667,870 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $16.78 M | 6 % | 142,417 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $15.56 M | 5 % | 83,774 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $13.86 M | 5 % | 298,749 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.27 M | 4 % | 458,722 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $12.13 M | 4 % | 278,664 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $11.06 M | 4 % | 102,330 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $10.89 M | 4 % | 94,155 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $10.67 M | 4 % | 237,737 |
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