06/30/2022
Top Buys (13F)
- Name% Change
- VTV VANGUARD VALUE INDE... 13.88%
- SPYG SSgA SPDR S&P 500 G... 9.79%
- IJR iShares Core S&P Sm... 9.78%
- XMLV Invesco S&P MidCap ... 6.59%
- SPDW SSgA SPDR S&P World... 6.38%
06/30/2022
Top Sells (13F)
- Name% Change
06/30/2022
13F Holdings Summary
- Stock% Port
- VTV VANGUARD VALUE INDEX FUND-E... 13.88%
- SPYG SSgA SPDR S&P 500 Growth ETF 9.79%
- IJR iShares Core S&P Small-Cap ... 9.78%
- XMLV Invesco S&P MidCap Low Vola... 6.59%
- SPDW SSgA SPDR S&P World ex-US ETF 6.38%
06/30/2022
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15
| Performance for Q2 2022: | 4.28% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC2099 GAITHER RD. SUITE 110
ROCKVILLE MD 20850
Country: United States
Business Phone: 301-990-4395
Fax: 301-990-8746
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | MD |
| Number of employees: | 9 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Fixed fees |
| Amount of client funds and securities: | 51,990,000 |
| Total Number of Clients: | 247 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
- HTTPS://WWW.LINKEDIN.COM/IN/PATRICKCARROLLCFP/
- HTTP://WWW.obsidianpersonalplanningsolutions.com
- https://youtube.com/watch?v=sKzVeSWgldM
Data above was derived from SEC filings.
Active Schedule 13D and 13G events
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OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARROLL, PATRICK, KENNETH | CHIEF COMPLIANCE OFFICER | 01/01/2017 | Direct | less than 5% | |||||||||||||||||||||||||||||||
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| OBSIDIAN PLANNING HOLDINGS, LLC | MANAGING MEMBER | 02/01/2007 | Direct | 75% or more | |||||||||||||||||||||||||||||||
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| CARROLL, PATRICK, KENNETH | GENERAL PARTNER OBSIDIAN PLANNING HOLDINGS, LLC | 02/01/2019 | Indirect | 25 - 50% | |||||||||||||||||||||||||||||||
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| Carroll, Julie, Ann | LIMITED PARTNER OBSIDIAN PLANNING HOLDINGS, LLC | 02/01/2019 | Indirect | 50 - 75% | |||||||||||||||||||||||||||||||
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OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARROLL, PATRICK, KENNETH | CHIEF COMPLIANCE OFFICER | 01/01/2017 | Direct | less than 5% | |||||||||||||||||||||||||||||||
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| OBSIDIAN PLANNING HOLDINGS, LLC | MANAGING MEMBER | 02/01/2007 | Direct | 75% or more | |||||||||||||||||||||||||||||||
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| CARROLL, PATRICK, KENNETH | GENERAL PARTNER OBSIDIAN PLANNING HOLDINGS, LLC | 02/01/2019 | Indirect | 25 - 50% | |||||||||||||||||||||||||||||||
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| Carroll, Julie, Ann | LIMITED PARTNER OBSIDIAN PLANNING HOLDINGS, LLC | 02/01/2019 | Indirect | 50 - 75% | |||||||||||||||||||||||||||||||
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OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARROLL, PATRICK, KENNETH | CHIEF COMPLIANCE OFFICER | 01/01/2017 | Direct | less than 5% | |||||||||||||||||||||||||||||||
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| OBSIDIAN PLANNING HOLDINGS, LLC | MANAGING MEMBER | 02/01/2007 | Direct | 75% or more | |||||||||||||||||||||||||||||||
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| CARROLL, PATRICK, KENNETH | GENERAL PARTNER OBSIDIAN PLANNING HOLDINGS, LLC | 02/01/2019 | Indirect | 25 - 50% | |||||||||||||||||||||||||||||||
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| Carroll, Julie, Ann | LIMITED PARTNER OBSIDIAN PLANNING HOLDINGS, LLC | 02/01/2019 | Indirect | 50 - 75% | |||||||||||||||||||||||||||||||
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OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARROLL, PATRICK, KENNETH | CHIEF COMPLIANCE OFFICER | 01/01/2017 | Direct | less than 5% | |||||||||||||||||||||||||||||||
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| OBSIDIAN PLANNING HOLDINGS, LLC | MANAGING MEMBER | 02/01/2007 | Direct | 75% or more | |||||||||||||||||||||||||||||||
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| CARROLL, PATRICK, KENNETH | GENERAL PARTNER OBSIDIAN PLANNING HOLDINGS, LLC | 02/01/2019 | Indirect | 25 - 50% | |||||||||||||||||||||||||||||||
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| Carroll, Julie, Ann | LIMITED PARTNER OBSIDIAN PLANNING HOLDINGS, LLC | 02/01/2019 | Indirect | 50 - 75% | |||||||||||||||||||||||||||||||
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OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership |
|---|
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARROLL, PATRICK, KENNETH | CHIEF COMPLIANCE OFFICER | 01/01/2017 | Direct | less than 5% | |||||||||||||||||||||||||||||||
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| OBSIDIAN PLANNING HOLDINGS, LLC | MANAGING MEMBER | 02/01/2007 | Direct | 75% or more | |||||||||||||||||||||||||||||||
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| CARROLL, PATRICK, KENNETH | GENERAL PARTNER OBSIDIAN PLANNING HOLDINGS, LLC | 02/01/2019 | Indirect | 25 - 50% | |||||||||||||||||||||||||||||||
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| Carroll, Julie, Ann | LIMITED PARTNER OBSIDIAN PLANNING HOLDINGS, LLC | 02/01/2019 | Indirect | 50 - 75% | |||||||||||||||||||||||||||||||
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OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARROLL, PATRICK, KENNETH | CHIEF COMPLIANCE OFFICER | 01/01/2017 | Direct | less than 5% | |||||||||||||||||||||||||||||||
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| OBSIDIAN PLANNING HOLDINGS, LLC | MANAGING MEMBER | 02/01/2007 | Direct | 75% or more | |||||||||||||||||||||||||||||||
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| CARROLL, PATRICK, KENNETH | GENERAL PARTNER OBSIDIAN PLANNING HOLDINGS, LLC | 02/01/2019 | Indirect | 25 - 50% | |||||||||||||||||||||||||||||||
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| Carroll, Julie, Ann | LIMITED PARTNER OBSIDIAN PLANNING HOLDINGS, LLC | 02/01/2019 | Indirect | 50 - 75% | |||||||||||||||||||||||||||||||
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ACI PARTNERS, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARROLL, PATRICK, KENNETH | CHIEF COMPLIANCE OFFICER | 01/01/2017 | Direct | 25 - 50% | |||||||||||||||||||||||||||||||
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| OBSIDIAN PLANNING SOLUTIONS, LLC | MEMBER | 02/01/2007 | Direct | 50 - 75% | |||||||||||||||||||||||||||||||
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| CARROLL, PATRICK, KENNETH | MANAGING MEMBER OBSIDIAN BUSINESS SOLUTIONS, LLC | 02/01/2007 | Indirect | 25 - 50% | |||||||||||||||||||||||||||||||
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| CARROLL, JULIE, ANN | MANAGING MEMBER OBSIDIAN BUSINESS SOLUTIONS, LLC | 02/01/2007 | Indirect | 25 - 50% | |||||||||||||||||||||||||||||||
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