Obsidian Personal Planning Solutions 13F annual report
Obsidian Personal Planning Solutions is an investment fund managing more than $164 billion ran by Lindsay Rider. There are currently 70 companies in Mrs. Rider’s portfolio. The largest investments include Vanguard Index Fds and Ishares Tr, together worth $45.6 billion.
$164 billion Assets Under Management (AUM)
As of 18th July 2024, Obsidian Personal Planning Solutions’s top holding is 100,196 shares of Vanguard Index Fds currently worth over $18.1 billion and making up 11.1% of the portfolio value.
In addition, the fund holds 319,638 shares of Ishares Tr worth $27.5 billion.
The third-largest holding is Spdr Ser Tr worth $30.7 billion and the next is Spdr Index Shs Fds worth $11.5 billion, with 318,132 shares owned.
Currently, Obsidian Personal Planning Solutions's portfolio is worth at least $164 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Obsidian Personal Planning Solutions
The Obsidian Personal Planning Solutions office and employees reside in Rockville, Maryland. According to the last 13-F report filed with the SEC, Lindsay Rider serves as the Compliance Consultant at Obsidian Personal Planning Solutions.
Recent trades
In the most recent 13F filing, Obsidian Personal Planning Solutions revealed that it had opened a new position in
NVIDIA Corp and bought 2,105 shares worth $260 million.
This means they effectively own approximately 0.1% of the company.
NVIDIA Corp makes up
4.8%
of the fund's Technology sector allocation and has decreased its share price by 73.0% in the past year.
The investment fund also strengthened its position in Vanguard Index Fds by buying
4,169 additional shares.
This makes their stake in Vanguard Index Fds total 100,196 shares worth $18.1 billion.
On the other hand, there are companies that Obsidian Personal Planning Solutions is getting rid of from its portfolio.
Obsidian Personal Planning Solutions closed its position in Shift4 Pmts Inc on 25th July 2024.
It sold the previously owned 5,898 shares for $341 million.
Lindsay Rider also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $2.35 billion and 5,253 shares.
One of the smallest hedge funds
The two most similar investment funds to Obsidian Personal Planning Solutions are Penbrook Management and Smith Shellnut Wilson adv. They manage $164 billion and $164 billion respectively.
Lindsay Rider investment strategy
Obsidian Personal Planning Solutions’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Technology — making up 3.3% of
the total portfolio value.
The fund focuses on investments in the United States as
38.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
40% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $346 billion.
The complete list of Obsidian Personal Planning Solutions trades based on 13F SEC filings
These positions were updated on July 25th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
4.34%
100,196
|
$18,148,726,000 | 11.08% |
| Ishares Tr |
6.67%
319,638
|
$27,474,981,000 | 16.77% |
| Spdr Ser Tr |
5.93%
746,067
|
$30,744,489,000 | 18.76% |
| Spdr Index Shs Fds |
6.93%
318,132
|
$11,455,477,000 | 6.99% |
| Vanguard Scottsdale Fds |
10.07%
146,622
|
$6,656,621,000 | 4.06% |
| Invesco Exch Traded Fd Tr Ii |
4.52%
110,735
|
$6,115,894,000 | 3.73% |
| Capital Group Growth Etf |
8.42%
183,266
|
$6,027,619,000 | 3.68% |
| Schwab Strategic Tr |
6.53%
71,921
|
$5,592,593,000 | 3.41% |
| First Tr Exchange Traded Fd |
8.00%
89,863
|
$5,070,092,000 | 3.09% |
| Invesco Exchange Traded Fd T |
5.06%
240,933
|
$8,710,830,000 | 5.32% |
| Apple Inc |
0.05%
18,036
|
$3,798,654,000 | 2.32% |
| Select Sector Spdr Tr |
3.82%
41,595
|
$3,941,030,000 | 2.41% |
| Ishares U S Etf Tr |
0.84%
56,031
|
$2,809,955,000 | 1.71% |
| Microsoft Corporation |
8.47%
5,253
|
$2,347,971,000 | 1.43% |
| Vanguard Tax-managed Fds |
0.83%
32,274
|
$1,594,980,000 | 0.97% |
| International Business Machs |
1.56%
5,988
|
$1,035,625,000 | 0.63% |
| Costco Whsl Corp New |
4.28%
1,118
|
$950,289,000 | 0.58% |
| Pepsico Inc |
15.49%
5,588
|
$921,638,000 | 0.56% |
| Amazon.com Inc. |
No change
4,764
|
$920,643,000 | 0.56% |
| Vanguard Intl Equity Index F |
No change
19,411
|
$849,446,000 | 0.52% |
| Berkshire Hathaway Inc. |
37.15%
1,516
|
$616,912,000 | 0.38% |
| Caterpillar Inc. |
No change
1,720
|
$572,932,000 | 0.35% |
| Alphabet Inc |
0.11%
5,280
|
$964,530,000 | 0.59% |
| Camtek Ltd |
24.88%
4,377
|
$548,175,000 | 0.33% |
| Texas Instrs Inc |
2.11%
2,790
|
$542,739,000 | 0.33% |
| Jpmorgan Chase Co. |
1.29%
2,585
|
$522,775,000 | 0.32% |
| Danaher Corp. |
No change
2,076
|
$518,749,000 | 0.32% |
| Procter And Gamble Co |
No change
3,102
|
$511,582,000 | 0.31% |
| Meta Platforms Inc |
0.82%
989
|
$498,674,000 | 0.30% |
| Union Pac Corp |
7.96%
2,197
|
$497,134,000 | 0.30% |
| Marriott Intl Inc New |
No change
2,019
|
$488,134,000 | 0.30% |
| Honeywell International Inc |
1.13%
2,266
|
$483,882,000 | 0.30% |
| Visa Inc |
11.83%
1,796
|
$471,396,000 | 0.29% |
| Mcdonalds Corp |
0.23%
1,748
|
$445,367,000 | 0.27% |
| Vanguard Whitehall Fds |
No change
3,631
|
$430,637,000 | 0.26% |
| RTX Corp |
0.48%
3,952
|
$396,741,000 | 0.24% |
| Lam Research Corp. |
No change
358
|
$381,216,000 | 0.23% |
| Ppg Inds Inc |
No change
2,945
|
$370,746,000 | 0.23% |
| Bank America Corp |
0.21%
9,187
|
$365,367,000 | 0.22% |
| Wisdomtree Tr |
0.57%
27,692
|
$1,389,979,000 | 0.85% |
| Johnson Johnson |
0.50%
2,427
|
$354,730,000 | 0.22% |
| Shift4 Pmts Inc |
Closed
5,898
|
$341,258,000 | |
| Merck Co Inc |
0.34%
2,658
|
$329,060,000 | 0.20% |
| Pimco Etf Tr |
No change
3,086
|
$310,606,000 | 0.19% |
| Blackstone Inc |
No change
2,500
|
$309,500,000 | 0.19% |
| Waste Mgmt Inc Del |
No change
1,450
|
$309,343,000 | 0.19% |
| Abbvie Inc |
No change
1,798
|
$308,393,000 | 0.19% |
| Capital Group Dividend Value |
No change
9,215
|
$304,095,000 | 0.19% |
| Applied Matls Inc |
No change
1,255
|
$296,167,000 | 0.18% |
| NVIDIA Corp |
Opened
2,105
|
$260,052,000 | 0.16% |
| Chevron Corp. |
0.49%
1,657
|
$259,188,000 | 0.16% |
| Aflac Inc. |
8.67%
2,844
|
$253,998,000 | 0.16% |
| Vanguard Star Fds |
No change
4,159
|
$250,788,000 | 0.15% |
| Duke Energy Corp. |
0.52%
2,500
|
$250,575,000 | 0.15% |
| CSX Corp. |
2.15%
7,461
|
$249,570,000 | 0.15% |
| Yum Brands Inc. |
16.06%
1,881
|
$249,157,000 | 0.15% |
| Verizon Communications Inc |
0.35%
6,040
|
$249,087,000 | 0.15% |
| American Express Co. |
1.76%
1,058
|
$244,980,000 | 0.15% |
| AMGEN Inc. |
Closed
891
|
$244,081,000 | |
| Home Depot, Inc. |
0.84%
705
|
$242,689,000 | 0.15% |
| Mckesson Corporation |
No change
414
|
$241,793,000 | 0.15% |
| Valero Energy Corp. |
No change
1,500
|
$235,140,000 | 0.14% |
| Vanguard Bd Index Fds |
13.08%
3,037
|
$232,938,000 | 0.14% |
| Cisco Sys Inc |
1.54%
4,864
|
$231,089,000 | 0.14% |
| Salesforce Inc |
Closed
847
|
$227,792,000 | |
| Broadcom Inc |
Opened
140
|
$224,774,000 | 0.14% |
| Adobe Inc |
Opened
400
|
$222,216,000 | 0.14% |
| United Parcel Service, Inc. |
Closed
1,462
|
$215,616,000 | |
| Vanguard Malvern Fds |
10.08%
4,370
|
$212,144,000 | 0.13% |
| Deere Co |
Closed
539
|
$210,970,000 | |
| Att Inc |
0.37%
10,947
|
$209,200,000 | 0.13% |
| Linde Plc. |
No change
474
|
$207,996,000 | 0.13% |
| Discover Finl Svcs |
Closed
1,630
|
$206,570,000 | |
| Vanguard Admiral Fds Inc |
No change
1,175
|
$206,542,000 | 0.13% |
| Vanguard Admiral Fds Inc |
Opened
615
|
$205,072,000 | 0.13% |
| Cencora Inc. |
Closed
854
|
$204,149,000 | |
| Ishares Tr |
Opened
1,697
|
$202,486,000 | 0.12% |
| No transactions found | |||
| Showing first 500 out of 77 holdings | |||
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