Prism Planning Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Prism Planning Partners Llc disclosed 35 stock positions valued at approximately $94.48M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 35
- Portfolio Value
- $94.48M
Holdings by Sector
Prism Planning Partners Llc Portfolio Holdings in Q2 2026
35 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | Other | 30.30% | 174,303 | +5,289 | +3.13% | $28,632,708 |
| ISHARES TR | IDEV | Other | 12.03% | 127,728 | +4,113 | +3.33% | $11,369,071 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 10.55% | 169,001 | +8,009 | +4.97% | $9,967,693 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.38% | 148,271 | +1,180 | +0.80% | $6,025,722 |
| EA SERIES TRUST | BSVO | Other | 6.28% | 203,141 | +3,443 | +1.72% | $5,929,624 |
| AMERICAN CENTY ETF TR | AVDV | Other | 5.86% | 53,754 | +117 | +0.22% | $5,539,397 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 5.38% | 106,528 | +4,241 | +4.15% | $5,086,721 |
| VANGUARD MALVERN FDS | VTIP | Other | 4.16% | 78,204 | +2,029 | +2.66% | $3,928,210 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.00% | 52,411 | +3,416 | +6.97% | $2,831,269 |
| APPLE INC | AAPL | Technology | 1.78% | 5,826 | +56 | +0.97% | $1,685,692 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.46% | 16,806 | +2,809 | +20.07% | $1,377,056 |
| ISHARES TR | IUSV | Other | 1.44% | 12,340 | - | - | $1,359,251 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 1.21% | 20,830 | +4,285 | +25.90% | $1,145,850 |
| NVIDIA CORPORATION | NVDA | Technology | 1.18% | 5,578 | -73 | -1.29% | $1,116,157 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.84% | 3,345 | +419 | +14.32% | $797,247 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.78% | 8,977 | +2,102 | +30.57% | $739,203 |
| MICROSOFT CORP | MSFT | Technology | 0.71% | 1,794 | +13 | +0.73% | $669,232 |
| ISHARES TR | IVW | Other | 0.68% | 4,638 | -361 | -7.22% | $637,864 |
| ALPHABET INC | GOOGL | Communication Services | 0.65% | 1,727 | -1 | -0.06% | $617,178 |
| ABBVIE INC | ABBV | Healthcare | 0.61% | 2,294 | -28 | -1.21% | $577,299 |
| ISHARES TR | IQLT | Other | 0.47% | 9,033 | +27 | +0.30% | $447,602 |
| META PLATFORMS INC | META | Communication Services | 0.45% | 763 | +3 | +0.39% | $429,801 |
| ISHARES INC | IEMG | Other | 0.37% | 4,252 | -229 | -5.11% | $352,242 |
| AT&T INC | T | Communication Services | 0.37% | 16,692 | +2,778 | +19.97% | $345,514 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.36% | 1,044 | - | - | $341,835 |
| ISHARES TR | IWF | Other | 0.36% | 2,703 | +2,027 | +299.85% | $335,671 |
| ISHARES TR | IVE | Other | 0.32% | 1,343 | -58 | -4.14% | $304,942 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.32% | 597 | -2 | -0.33% | $298,733 |
| CORNING INC | GLW | Technology | 0.30% | 1,119 | - | - | $285,827 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.27% | 3,692 | -40 | -1.07% | $258,071 |
| VANGUARD INDEX FDS | VTI | Other | 0.23% | 578 | +578 | +100.00% | $213,883 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.22% | 210 | - | - | $211,981 |
| EXXON MOBIL CORP | XOM | Energy | 0.22% | 1,523 | +131 | +9.41% | $208,198 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.22% | 878 | +878 | +100.00% | $207,752 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.22% | 325 | +325 | +100.00% | $207,584 |