O
Obsidian Personal Planning Solutions LLC
RIA/Wealth
Obsidian Personal Planning Solutions LLC is a RIA/Wealth based in Rockville, MD led by Patrick Kenneth Carroll, reporting $407.2M in AUM as of Q3 2025 with 88% ETF concentration, 53% concentrated in top 10 holdings, and minimal technology exposure.
CCOPatrick Kenneth Carroll
- Portfolio Value
- $287.8M
- Positions
- 118
- Top Holding
- IBTH at 9.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Obsidian Personal Planning Solutions LLC's portfolio (53% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $26.5M | 9.22% | +$18.4M Bought | — 1.2M shares | |
ETF ETF | $22.6M | 7.86% | +$273.1K Bought | — 667.9K shares | |
ETF ETF | $16.8M | 5.83% | +$320.7K Bought | — 142.4K shares | |
ETF ETF | $15.6M | 5.41% | +$396.2K Bought | — 83.8K shares | |
ETF ETF | $13.9M | 4.82% | +$508.7K Bought | — 298.7K shares | |
ETF ETF | $12.3M | 4.26% | +$726.6K Bought | — 458.7K shares | |
ETF ETF | $12.1M | 4.22% | +$406.9K Bought | — 278.7K shares | |
ETF ETF | $11.1M | 3.84% | +$267.7K Bought | — 102.3K shares | |
ETF ETF | $10.9M | 3.78% | +$518.4K Bought | — 94.2K shares | |
ETF ETF | $10.7M | 3.71% | +$491.6K Bought | — 237.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Obsidian Personal Planning Solutions LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-14.45% | |
-10.73% |
Analytics
Portfolio insights and performance metrics for Obsidian Personal Planning Solutions LLC
GthenA