Obsidian Personal Planning Solutions LLC - Portfolio overview

Obsidian Personal Planning Solutions LLC has 119 reported holdings in this dataset, with the latest filing dated 2025-11-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IBTH - ISHARES TR, 9.21%
2. SPIB - SPDR SERIES TRUST, 7.86%
3. IJR - ISHARES TR, 5.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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