Prism Planning Partners Llc Portfolio Stock Holdings
Prism Planning Partners Llc disclosed 42 stock positions valued at approximately $84.5 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 42
- Portfolio Value
- $84.5M
Holdings by Sector
Prism Planning Partners Llc Portfolio Holdings in Q1 2026
42 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | Other | 28.47% | 169,014 | +6,980 | +4.31% | $24,072,702 |
| ISHARES TR | IDEV | Other | 12.22% | 123,615 | +1,913 | +1.57% | $10,330,500 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 11.34% | 160,992 | +16,549 | +11.46% | $9,587,081 |
| AMERICAN CENTY ETF TR | AVDV | Other | 6.34% | 53,637 | +1,298 | +2.48% | $5,356,143 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.01% | 147,091 | +4,617 | +3.24% | $5,082,010 |
| EA SERIES TRUST | BSVO | Other | 5.99% | 199,698 | +7,716 | +4.02% | $5,066,338 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 5.79% | 102,287 | +9,824 | +10.62% | $4,897,500 |
| VANGUARD MALVERN FDS | VTIP | Other | 4.50% | 76,175 | +7,421 | +10.79% | $3,804,964 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.06% | 48,995 | -554 | -1.12% | $2,585,970 |
| APPLE INC | AAPL | Technology | 1.73% | 5,770 | -2,114 | -26.81% | $1,464,264 |
| ISHARES TR | IUSV | Other | 1.49% | 12,340 | - | - | $1,261,765 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.17% | 13,997 | +1 | +0.01% | $992,545 |
| NVIDIA CORPORATION | NVDA | Technology | 1.17% | 5,651 | -7,040 | -55.47% | $985,583 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.95% | 16,545 | -323 | -1.91% | $801,789 |
| MICROSOFT CORP | MSFT | Technology | 0.78% | 1,781 | -1,707 | -48.94% | $659,307 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.72% | 2,926 | -2,299 | -44.00% | $609,398 |
| ISHARES TR | IVW | Other | 0.67% | 4,999 | -114 | -2.23% | $565,437 |
| ABBVIE INC | ABBV | Healthcare | 0.60% | 2,322 | -365 | -13.58% | $505,012 |
| ALPHABET INC | GOOGL | Communication Services | 0.59% | 1,728 | -1,484 | -46.20% | $496,903 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.58% | 6,875 | -419 | -5.74% | $488,988 |
| META PLATFORMS INC | META | Communication Services | 0.51% | 760 | -527 | -40.95% | $434,830 |
| ISHARES TR | IQLT | Other | 0.49% | 9,006 | - | - | $416,338 |
| AT&T INC | T | Communication Services | 0.48% | 13,914 | -2,908 | -17.29% | $403,367 |
| ISHARES INC | IEMG | Other | 0.37% | 4,481 | -25 | -0.55% | $312,523 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.36% | 1,044 | -615 | -37.07% | $307,196 |
| ISHARES TR | IVE | Other | 0.35% | 1,401 | +212 | +17.83% | $295,821 |
| ISHARES TR | IWF | Other | 0.34% | 676 | -12 | -1.74% | $288,174 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.34% | 599 | -464 | -43.65% | $287,041 |
| EXXON MOBIL CORP | XOM | Energy | 0.28% | 1,392 | -1,090 | -43.92% | $236,135 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.28% | 3,732 | - | - | $233,063 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.27% | 4,554 | -825 | -15.34% | $228,611 |
| WALMART INC | WMT | Consumer Defensive | 0.26% | 1,743 | -1,813 | -50.98% | $216,654 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.21% | 210 | -146 | -41.01% | $177,318 |
| DISNEY WALT CO | DIS | Communication Services | 0.20% | 1,750 | -636 | -26.66% | $168,665 |
| CORNING INC | GLW | Technology | 0.18% | 1,119 | +1,119 | +100.00% | $152,151 |
| ALPHABET INC | GOOG | Communication Services | 0.17% | 506 | -1,232 | -70.89% | $145,177 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.16% | 415 | -300 | -41.96% | $136,635 |
| CHEVRON CORPORATION | CVX | Energy | 0.16% | 659 | -667 | -50.30% | $136,296 |
| ELI LILLY & CO | LLY | Healthcare | 0.14% | 131 | -134 | -50.57% | $120,490 |
| GE AEROSPACE | GE | Industrials | 0.14% | 420 | -390 | -48.15% | $119,120 |
| MERCK & CO INC | MRK | Healthcare | 0.10% | 716 | -1,562 | -68.57% | $86,114 |
| BROADCOM INC | AVGO | Technology | 0.04% | 101 | -1,179 | -92.11% | $31,235 |