Prism Planning Partners

Prism Planning Partners as of June 30, 2026

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 174k 164.27
Ishares Tr Core Msci Intl (IDEV) 12.0 $11M 128k 89.01
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 10.5 $10M 169k 58.98
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.4 $6.0M 148k 40.64
Ea Series Trust Brid Omn Sma Etf (BSVO) 6.3 $5.9M 203k 29.19
American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.9 $5.5M 54k 103.05
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 5.4 $5.1M 107k 47.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.2 $3.9M 78k 50.23
Dimensional Etf Trust Internatnal Val (DFIV) 3.0 $2.8M 52k 54.02
Apple (AAPL) 1.8 $1.7M 5.8k 289.33
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 1.5 $1.4M 17k 81.94
Ishares Tr Core S&p Us Vlu (IUSV) 1.4 $1.4M 12k 110.15
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.2 $1.1M 21k 55.01
NVIDIA Corporation (NVDA) 1.2 $1.1M 5.6k 200.11
Amazon (AMZN) 0.8 $797k 3.3k 238.34
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $739k 9.0k 82.34
Microsoft Corporation (MSFT) 0.7 $669k 1.8k 373.03
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $638k 4.6k 137.53
Alphabet Cap Stk Cl A (GOOGL) 0.7 $617k 1.7k 357.37
Abbvie (ABBV) 0.6 $577k 2.3k 251.66
Ishares Tr Msci Intl Qualty (IQLT) 0.5 $448k 9.0k 49.55
Meta Platforms Cl A (META) 0.5 $430k 763.00 563.32
Ishares Core Msci Emkt (IEMG) 0.4 $352k 4.3k 82.84
At&t (T) 0.4 $346k 17k 20.70
JPMorgan Chase & Co. (JPM) 0.4 $342k 1.0k 327.33
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $336k 2.7k 124.18
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $305k 1.3k 227.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $299k 597.00 500.39
Corning Incorporated (GLW) 0.3 $286k 1.1k 255.43
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $258k 3.7k 69.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $214k 578.00 370.04
Goldman Sachs (GS) 0.2 $212k 210.00 1011.37
Exxon Mobil Corporation (XOM) 0.2 $208k 1.5k 136.72
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $208k 878.00 236.62
Western Digital (WDC) 0.2 $208k 325.00 638.72