Prism Planning Partners
Latest statistics and disclosures from Prism Planning Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, IDEV, VGIT, DFEM, BSVO, and represent 65.54% of Prism Planning Partners's stock portfolio.
- Added to shares of these 10 stocks: ITOT, VGIT, IDEV, IWF, DFUV, DFUS, VTI, VIG, WDC, DFSD.
- Started 3 new stock positions in VIG, WDC, VTI.
- Reduced shares in these 10 stocks: VZ, WMT, DIS, GOOG, HD, CVX, LLY, GE, , IVW.
- Sold out of its positions in GOOG, AVGO, CVX, DIS, GE, HD, LLY, MRK, VZ, WMT.
- Prism Planning Partners was a net buyer of stock by $2.6M.
- Prism Planning Partners has $95M in assets under management (AUM), dropping by 11.75%.
- Central Index Key (CIK): 0002110534
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Portfolio Holdings for Prism Planning Partners
Prism Planning Partners holds 35 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 30.3 | $29M | +3% | 174k | 164.27 |
|
| Ishares Tr Core Msci Intl (IDEV) | 12.0 | $11M | +3% | 128k | 89.01 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 10.5 | $10M | +4% | 169k | 58.98 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 6.4 | $6.0M | 148k | 40.64 |
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| Ea Series Trust Brid Omn Sma Etf (BSVO) | 6.3 | $5.9M | 203k | 29.19 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 5.9 | $5.5M | 54k | 103.05 |
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| Dimensional Etf Trust Shor Dur Fix Etf (DFSD) | 5.4 | $5.1M | +4% | 107k | 47.75 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 4.2 | $3.9M | +2% | 78k | 50.23 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 3.0 | $2.8M | +6% | 52k | 54.02 |
|
| Apple (AAPL) | 1.8 | $1.7M | 5.8k | 289.33 |
|
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 1.5 | $1.4M | +20% | 17k | 81.94 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.4 | $1.4M | 12k | 110.15 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.2 | $1.1M | +25% | 21k | 55.01 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $1.1M | 5.6k | 200.11 |
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| Amazon (AMZN) | 0.8 | $797k | +14% | 3.3k | 238.34 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.8 | $739k | +30% | 9.0k | 82.34 |
|
| Microsoft Corporation (MSFT) | 0.7 | $669k | 1.8k | 373.03 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $638k | -7% | 4.6k | 137.53 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $617k | 1.7k | 357.37 |
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| Abbvie (ABBV) | 0.6 | $577k | 2.3k | 251.66 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $448k | 9.0k | 49.55 |
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| Meta Platforms Cl A (META) | 0.5 | $430k | 763.00 | 563.32 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $352k | -5% | 4.3k | 82.84 |
|
| At&t (T) | 0.4 | $346k | +19% | 17k | 20.70 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $342k | 1.0k | 327.33 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $336k | +299% | 2.7k | 124.18 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $305k | -4% | 1.3k | 227.06 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $299k | 597.00 | 500.39 |
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| Corning Incorporated (GLW) | 0.3 | $286k | 1.1k | 255.43 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $258k | 3.7k | 69.90 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $214k | NEW | 578.00 | 370.04 |
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| Goldman Sachs (GS) | 0.2 | $212k | 210.00 | 1011.37 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $208k | +9% | 1.5k | 136.72 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $208k | NEW | 878.00 | 236.62 |
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| Western Digital (WDC) | 0.2 | $208k | NEW | 325.00 | 638.72 |
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Past Filings by Prism Planning Partners
SEC 13F filings are viewable for Prism Planning Partners going back to 2026
- Prism Planning Partners 2026 Q2 filed July 23, 2026
- Prism Planning Partners 2026 Q1 filed May 12, 2026