Prism Planning Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 27, 2026, Prism Planning Partners Llc disclosed 53 stock positions valued at approximately $105.32M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD SCOTTSDALE FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 53
- Portfolio Value
- $105.32M
Holdings by Sector
Prism Planning Partners Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | Other | 29.74% | 188,370 | +14,067 | +8.07% | $31,322,081 |
| ISHARES TR | IDEV | Other | 11.86% | 139,545 | +11,817 | +9.25% | $12,486,488 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 10.54% | 195,889 | +26,888 | +15.91% | $11,099,069 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.11% | 162,140 | +13,869 | +9.35% | $6,440,186 |
| AMERICAN CENTY ETF TR | AVDV | Other | 6.07% | 58,404 | +4,650 | +8.65% | $6,388,183 |
| EA SERIES TRUST | BSVO | Other | 5.86% | 220,628 | +17,487 | +8.61% | $6,168,559 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 5.38% | 122,026 | +15,498 | +14.55% | $5,670,777 |
| VANGUARD MALVERN FDS | VTIP | Other | 4.16% | 88,983 | +10,779 | +13.78% | $4,379,737 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.78% | 52,392 | -19 | -0.04% | $2,926,639 |
| APPLE INC | AAPL | Technology | 1.87% | 5,906 | +80 | +1.37% | $1,966,679 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.33% | 16,810 | +4 | +0.02% | $1,395,722 |
| ISHARES TR | IUSV | Other | 1.29% | 12,340 | - | - | $1,360,855 |
| NVIDIA CORPORATION | NVDA | Technology | 1.21% | 5,595 | +17 | +0.30% | $1,277,849 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 1.08% | 20,723 | -107 | -0.51% | $1,139,748 |
| MICROSOFT CORP | MSFT | Technology | 0.91% | 1,877 | +83 | +4.63% | $962,760 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.70% | 2,979 | -366 | -10.94% | $742,218 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.66% | 8,981 | +4 | +0.04% | $695,290 |
| ISHARES TR | IVW | Other | 0.63% | 4,638 | - | - | $659,802 |
| ALPHABET INC | GOOGL | Communication Services | 0.59% | 1,796 | +69 | +4.00% | $617,967 |
| ABBVIE INC | ABBV | Healthcare | 0.56% | 2,269 | -25 | -1.09% | $593,526 |
| META PLATFORMS INC | META | Communication Services | 0.52% | 758 | -5 | -0.66% | $549,701 |
| ISHARES TR | IQLT | Other | 0.42% | 9,033 | - | - | $446,879 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.35% | 1,099 | +55 | +5.27% | $363,686 |
| ISHARES INC | IEMG | Other | 0.33% | 4,226 | -26 | -0.61% | $342,988 |
| VANGUARD INDEX FDS | VTI | Other | 0.32% | 909 | +331 | +57.27% | $340,184 |
| AT&T INC | T | Communication Services | 0.32% | 13,898 | -2,794 | -16.74% | $339,121 |
| ISHARES TR | IWF | Other | 0.32% | 2,703 | - | - | $338,618 |
| SOUTHWEST GAS HLDGS INC | SWX | Utilities | 0.30% | 3,923 | +3,923 | +100.00% | $319,882 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.28% | 599 | +2 | +0.34% | $298,273 |
| ISHARES TR | IVE | Other | 0.28% | 1,273 | -70 | -5.21% | $290,600 |
Showing 30 of 53 holdings in the latest reporting period.