# EDGAR Filing Document

**Accession Number:** 0001909128
**File Stem:** 0001909128-23-000001
**Filing Date:** 2023-1
**Character Count:** 7600
**Document Hash:** 5292fd47df6edb6bc9374adadbf91dfc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001909128-23-000001.hdr.sgml**: 20230118

**ACCESSION NUMBER**: 0001909128-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230118

**DATE AS OF CHANGE**: 20230118

**EFFECTIVENESS DATE**: 20230118

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Obsidian Personal Planning Solutions LLC
- **CENTRAL INDEX KEY:** 0001909128
- **IRS NUMBER:** 823995554
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22568
- **FILM NUMBER:** 23533880

**BUSINESS ADDRESS:**
- **STREET 1:** 2099 GAITHER RD
- **STREET 2:** STE 110
- **CITY:** ROCKVILLE
- **STATE:** MD
- **ZIP:** 20850
- **BUSINESS PHONE:** 13019904395

**MAIL ADDRESS:**
- **STREET 1:** 2099 GAITHER RD
- **STREET 2:** STE 110
- **CITY:** ROCKVILLE
- **STATE:** MD
- **ZIP:** 20850

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Obsidian Personal Planning Solutions LLC<br>**Address:** 2099 GAITHER RD<br>STE 110<br>ROCKVILLE, MD 20850

**Form 13F File Number:** 028-22568

**CRD Number (if applicable):** 000168342

**SEC File Number (if applicable):** 801-78523

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Landon Buzzerd<br>**Title:** Associate<br>**Phone:** 3019904395

**Signature, Place, and Date of Signing:**

Landon Buzzerd  Rockville, MD  01-18-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 40

**Form 13F Information Table Value Total:** $62324000

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 475 | 5660 | SH |  | SOLE |  | 0 | 0 | 5660 |
| APPLE INC | COM | 037833100 |  | 2588 | 19921 | SH |  | SOLE |  | 0 | 0 | 19921 |
| AT INC | COM | 00206R102 |  | 228 | 12379 | SH |  | SOLE |  | 0 | 0 | 12379 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 406 | 1314 | SH |  | SOLE |  | 0 | 0 | 1314 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 457 | 1001 | SH |  | SOLE |  | 0 | 0 | 1001 |
| DANAHER CORPORATION | COM | 235851102 |  | 404 | 1521 | SH |  | SOLE |  | 0 | 0 | 1521 |
| HOME DEPOT INC | COM | 437076102 |  | 239 | 757 | SH |  | SOLE |  | 0 | 0 | 757 |
| HONEYWELL INTL INC | COM | 438516106 |  | 521 | 2431 | SH |  | SOLE |  | 0 | 0 | 2431 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 827 | 5869 | SH |  | SOLE |  | 0 | 0 | 5869 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 |  | 2852 | 18380 | SH |  | SOLE |  | 0 | 0 | 18380 |
| INVESCO EXCHANGE TRADED FD T | S EQL MAT | 46137V316 |  | 2802 | 17661 | SH |  | SOLE |  | 0 | 0 | 17661 |
| INVESCO EXCH TRADED FD TR II | S MIDCP LOW | 46138E198 |  | 4218 | 78854 | SH |  | SOLE |  | 0 | 0 | 78854 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 6133 | 64806 | SH |  | SOLE |  | 0 | 0 | 64806 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 3149 | 37600 | SH |  | SOLE |  | 0 | 0 | 37600 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 507 | 2872 | SH |  | SOLE |  | 0 | 0 | 2872 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 275 | 2054 | SH |  | SOLE |  | 0 | 0 | 2054 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 263 | 1768 | SH |  | SOLE |  | 0 | 0 | 1768 |
| MCDONALDS CORP | COM | 580135101 |  | 250 | 947 | SH |  | SOLE |  | 0 | 0 | 947 |
| MERCK  CO INC | COM | 58933Y105 |  | 269 | 2426 | SH |  | SOLE |  | 0 | 0 | 2426 |
| MICROSOFT CORP | COM | 594918104 |  | 1158 | 4830 | SH |  | SOLE |  | 0 | 0 | 4830 |
| PEPSICO INC | COM | 713448108 |  | 1152 | 6375 | SH |  | SOLE |  | 0 | 0 | 6375 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 406 | 2680 | SH |  | SOLE |  | 0 | 0 | 2680 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 319 | 3156 | SH |  | SOLE |  | 0 | 0 | 3156 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 3218 | 42606 | SH |  | SOLE |  | 0 | 0 | 42606 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 1973 | 25398 | SH |  | SOLE |  | 0 | 0 | 25398 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 4123 | 138871 | SH |  | SOLE |  | 0 | 0 | 138871 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 1428 | 43323 | SH |  | SOLE |  | 0 | 0 | 43323 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 3923 | 77432 | SH |  | SOLE |  | 0 | 0 | 77432 |
| SPDR SER TR | S BIOTECH | 78464A870 |  | 368 | 4435 | SH |  | SOLE |  | 0 | 0 | 4435 |
| TEXAS INSTRS INC | COM | 882508104 |  | 584 | 3534 | SH |  | SOLE |  | 0 | 0 | 3534 |
| UNION PAC CORP | COM | 907818108 |  | 303 | 1465 | SH |  | SOLE |  | 0 | 0 | 1465 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1675 | 7858 | SH |  | SOLE |  | 0 | 0 | 7858 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 8850 | 63046 | SH |  | SOLE |  | 0 | 0 | 63046 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 792 | 20316 | SH |  | SOLE |  | 0 | 0 | 20316 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1516 | 36117 | SH |  | SOLE |  | 0 | 0 | 36117 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 |  | 2337 | 9420 | SH |  | SOLE |  | 0 | 0 | 9420 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 409 | 3781 | SH |  | SOLE |  | 0 | 0 | 3781 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 306 | 7754 | SH |  | SOLE |  | 0 | 0 | 7754 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 223 | 3695 | SH |  | SOLE |  | 0 | 0 | 3695 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 |  | 398 | 6558 | SH |  | SOLE |  | 0 | 0 | 6558 |

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