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Obsidian Personal Planning Solutions LLC
Obsidian Personal Planning Solutions LLC is a Maryland-based independent Registered Investment Adviser founded in 2011 and headquartered in Rockville, MD. The firm specializes in financial planning and investment management, primarily serving high-net-worth individuals, families, and those needing business succession planning. As of 2025, Obsidian has about 10 employees and is known for its boutique approach, recently becoming part of the Merit Financial Advisors group to strengthen its resources and reach.
Investment Strategy
Obsidian Personal Planning Solutions LLC provides comprehensive financial planning and investment management, focusing especially on business succession, retirement planning, and wealth accumulation for individuals and families. The firm manages both discretionary and non-discretionary accounts, with a significant portion of assets devoted to high-net-worth individuals. Obsidian builds diversified portfolios, employing a long-term, client-centric strategy tailored to personal goals, and emphasizes risk management, ongoing monitoring, and customized solutions, including specialized guidance for business owners.
Latest 13F Filing Activity
Obsidian Personal Planning Solutions LLC filed their most recent 13F report on Jun 30, 2025 disclosing 112 equity positions with a total 13F market value of $247M. The fund increased holdings in SPDR Series Trust, Ishares TR, SPDR Series Trust among other positions. Obsidian Personal Planning Solutions LLC reduced exposure to Discover Finl SVCS, Marriott Intl Inc. New, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPIB | SPDR SERIES TRUST | 8.97% | $22.2M | 659,808 | $33.22 | $33.58 | +$730.5K |
I IJR | ISHARES TR | 6.18% | $15.3M | 139,695 | $100.65 | $109.29 | +$1.7M |
V VTV | VANGUARD INDEX FDS | 5.84% | $14.4M | 81,641 | $140.29 | $176.74 | +$1.0M |
J JPIE | J P MORGAN EXCHANGE TRADED F | 5.39% | $13.3M | 287,787 | $46.08 | $46.32 | +$489.7K |
S SCHD | SCHWAB STRATEGIC TR | 4.63% | $11.4M | 431,559 | $27.19 | $26.50 | +$726.8K |
Industry Allocation
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