Prism Planning Partners as of March 31, 2026
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 | |
| Ishares Tr Core Msci Intl (IDEV) | 12.2 | $10M | 124k | 83.57 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 11.3 | $9.6M | 161k | 59.55 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 6.3 | $5.4M | 54k | 99.86 | |
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 6.0 | $5.1M | 147k | 34.55 | |
| Ea Series Trust Ea Bridgeway Omn (BSVO) | 6.0 | $5.1M | 200k | 25.37 | |
| Dimensional Etf Trust Short Duration F (DFSD) | 5.8 | $4.9M | 102k | 47.88 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 4.5 | $3.8M | 76k | 49.95 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 3.1 | $2.6M | 49k | 52.78 | |
| Apple (AAPL) | 1.7 | $1.5M | 5.8k | 253.77 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.5 | $1.3M | 12k | 102.25 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 1.2 | $993k | 14k | 70.91 | |
| NVIDIA Corporation (NVDA) | 1.2 | $986k | 5.7k | 174.42 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.9 | $802k | 17k | 48.46 | |
| Microsoft Corporation (MSFT) | 0.8 | $659k | 1.8k | 370.18 | |
| Amazon (AMZN) | 0.7 | $609k | 2.9k | 208.27 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $565k | 5.0k | 113.11 | |
| Abbvie (ABBV) | 0.6 | $505k | 2.3k | 217.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $497k | 1.7k | 287.56 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $489k | 6.9k | 71.13 | |
| Meta Platforms Cl A (META) | 0.5 | $435k | 760.00 | 572.16 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $416k | 9.0k | 46.23 | |
| At&t (T) | 0.5 | $403k | 14k | 28.99 | |
| Ishares Core Msci Emkt (IEMG) | 0.4 | $313k | 4.5k | 69.74 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $307k | 1.0k | 294.16 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $296k | 1.4k | 211.15 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $288k | 676.00 | 426.29 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $287k | 599.00 | 479.20 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $236k | 1.4k | 169.66 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $233k | 3.7k | 62.45 | |
| Verizon Communications (VZ) | 0.3 | $229k | 4.6k | 50.20 | |
| Wal-Mart Stores (WMT) | 0.3 | $217k | 1.7k | 124.28 | |
| Goldman Sachs (GS) | 0.2 | $178k | 210.00 | 845.99 | |
| Walt Disney Company (DIS) | 0.2 | $169k | 1.8k | 96.38 | |
| Corning Incorporated (GLW) | 0.2 | $152k | 1.1k | 135.97 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $145k | 506.00 | 286.93 | |
| Home Depot (HD) | 0.2 | $137k | 415.00 | 328.89 | |
| Chevron Corporation (CVX) | 0.2 | $136k | 659.00 | 206.90 | |
| Eli Lilly & Co. (LLY) | 0.1 | $121k | 131.00 | 919.77 | |
| Ge Aerospace Com New (GE) | 0.1 | $119k | 420.00 | 283.77 | |
| Merck & Co (MRK) | 0.1 | $86k | 716.00 | 120.29 | |
| Broadcom (AVGO) | 0.0 | $31k | 101.00 | 309.65 |
