Prism Planning Partners
Latest statistics and disclosures from Prism Planning Partners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002110534
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Portfolio Holdings for Prism Planning Partners
Prism Planning Partners holds 42 positions in its portfolio as reported in the March 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) | 28.5 | $24M | 169k | 142.43 |
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| Ishares Tr Core Msci Intl (IDEV) | 12.2 | $10M | 124k | 83.57 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 11.3 | $9.6M | 161k | 59.55 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 6.3 | $5.4M | 54k | 99.86 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 6.0 | $5.1M | 147k | 34.55 |
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| Ea Series Trust Ea Bridgeway Omn (BSVO) | 6.0 | $5.1M | 200k | 25.37 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 5.8 | $4.9M | 102k | 47.88 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 4.5 | $3.8M | 76k | 49.95 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 3.1 | $2.6M | 49k | 52.78 |
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| Apple (AAPL) | 1.7 | $1.5M | 5.8k | 253.77 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 1.5 | $1.3M | 12k | 102.25 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 1.2 | $993k | 14k | 70.91 |
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| NVIDIA Corporation (NVDA) | 1.2 | $986k | 5.7k | 174.42 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.9 | $802k | 17k | 48.46 |
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| Microsoft Corporation (MSFT) | 0.8 | $659k | 1.8k | 370.18 |
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| Amazon (AMZN) | 0.7 | $609k | 2.9k | 208.27 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $565k | 5.0k | 113.11 |
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| Abbvie (ABBV) | 0.6 | $505k | 2.3k | 217.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $497k | 1.7k | 287.56 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $489k | 6.9k | 71.13 |
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| Meta Platforms Cl A (META) | 0.5 | $435k | 760.00 | 572.16 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $416k | 9.0k | 46.23 |
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| At&t (T) | 0.5 | $403k | 14k | 28.99 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $313k | 4.5k | 69.74 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $307k | 1.0k | 294.16 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $296k | 1.4k | 211.15 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $288k | 676.00 | 426.29 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $287k | 599.00 | 479.20 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $236k | 1.4k | 169.66 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $233k | 3.7k | 62.45 |
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| Verizon Communications (VZ) | 0.3 | $229k | 4.6k | 50.20 |
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| Wal-Mart Stores (WMT) | 0.3 | $217k | 1.7k | 124.28 |
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| Goldman Sachs (GS) | 0.2 | $178k | 210.00 | 845.99 |
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| Walt Disney Company (DIS) | 0.2 | $169k | 1.8k | 96.38 |
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| Corning Incorporated (GLW) | 0.2 | $152k | 1.1k | 135.97 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $145k | 506.00 | 286.93 |
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| Home Depot (HD) | 0.2 | $137k | 415.00 | 328.89 |
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| Chevron Corporation (CVX) | 0.2 | $136k | 659.00 | 206.90 |
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| Eli Lilly & Co. (LLY) | 0.1 | $121k | 131.00 | 919.77 |
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| Ge Aerospace Com New (GE) | 0.1 | $119k | 420.00 | 283.77 |
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| Merck & Co (MRK) | 0.1 | $86k | 716.00 | 120.29 |
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| Broadcom (AVGO) | 0.0 | $31k | 101.00 | 309.65 |
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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 Q1 filed May 12, 2026