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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Obsidian Personal Planning Solutions LLC's latest available filing here is Q3 2025.
Obsidian Personal Planning Solutions LLC
•CIK: 1909128•Filing: Q3 2025
Obsidian Personal Planning Solutions LLC manages $288M across a diversified portfolio of 119 positions. The fund exhibits a notable concentration in core market indices and dividend-focused equities, highlighted by top holdings such as IBTH at $26.5M and SPIB at $22.6M. Further allocations include significant weights in IJR ($16.8M), VTV ($15.6M), and JPIE ($13.9M). This structure suggests a disciplined, income-oriented approach targeting established market segments.
Total AUM
$288.0M
QoQ Performance
+16.6%
Positions
82
Top 10 Concentration
52.9%
Latest Filing
Q3 2025
Top Holdings Allocation
IBTH
SPIB
IJR
VTV
IBTH9.2%
SPIB7.9%
IJR5.8%
VTV5.4%
JPIE4.8%
SCHD4.3%
SPDW4.2%
SPYG3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.5%
Technology4.8%
Consumer1.4%
Financial1.2%
Industrial1.0%
ETF0.7%
Healthcare0.6%
Consumer Staples0.3%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW9 new positions
↑47 increased
↓28 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022