13F Filings History of Obsidian Personal Planning Solutions LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$288,013,275
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Rockville, MD
Summary
This page shows a list of all the recent 13F filings made by Obsidian Personal Planning Solutions LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Obsidian Personal Planning Solutions LLC reported 119 stock holdings with total value $288,013,275 as of Q3 2025. Top holdings included IBTH, SPIB, IJR, VTV, and JPIE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 119 $288,013,275 +$28,521,950 -$1,263,069 +$27,258,881 IBTH, SPIB, IJR, VTV, JPIE 13F-HR 12 Nov 2025, 18:21
Q2 2025 113 $247,086,904 +$9,459,679 -$618,423 +$8,841,256 SPIB, IJR, VTV, JPIE, SCHD 13F-HR 13 Aug 2025, 18:56
Q1 2025 105 $223,907,708 +$41,638,416 -$15,878,835 +$25,759,581 SPIB, IJR, VTV, JPIE, SCHD 13F-HR 16 May 2025, 12:08
Q4 2024 105 $207,278,281 +$10,708,098 -$1,086,252 +$9,621,846 SPIB, VTV, IJR, SPDW, SPYG 13F-HR 13 Feb 2025, 21:08
Q3 2024 101 $184,805,652 +$35,963,564 -$15,519,484 +$20,444,080 SPIB, VTV, IJR, SPDW, VMBS 13F-HR 06 Nov 2024, 18:07
Q2 2024 97 $163,848,588 +$8,790,286 -$2,909,128 +$5,881,158 VTV, IJR, SPSB, SPIB, SPDW 13F-HR 25 Jul 2024, 15:56
Q1 2024 99 $152,309,708 +$32,399,745 -$13,758,701 +$18,641,044 VTV, IJR, SPSB, SPIB, SPDW 13F-HR 09 May 2024, 11:17
Q4 2023 81 $131,398,774 +$13,913,085 -$8,062,681 +$5,850,404 SPSB, VTV, IJR, VTIP, SPDW 13F-HR 31 Jan 2024, 18:18
Q3 2023 76 $117,110,164 +$46,625,074 -$2,628,686 +$43,996,388 SPSB, VTIP, VTV, IJR, SPDW Restatement 27 Nov 2023, 14:26
Q2 2023 71 $81,239,833 +$10,402,021 -$738,262 +$9,663,759 VTV, IJR, SPYG, SPDW, XMLV 13F-HR 27 Nov 2023, 14:17
Q1 2023 53 $68,612,301 +$4,866,434 -$950,229 +$3,916,205 VTV, IJR, SPDW, SPYG, XMLV 13F-HR 11 Apr 2023, 10:52
Q4 2022 40 $62,324,000 +$3,020,017 -$645,698 +$2,374,319 VTV, IJR, XMLV, SPDW, SPYG 13F-HR 18 Jan 2023, 13:26
Q3 2022 39 $54,654,000 +$3,953,047 -$4,211,219 -$258,172 VTV, IJR, XMLV, SPYG, SPDW 13F-HR 11 Oct 2022, 13:39
Q2 2022 42 $58,651,000 $0 $0 $0 VTV, SPYG, IJR, XMLV, SPDW 13F-HR 19 Jul 2022, 13:23