Prosperity Planning, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Prosperity Planning, Inc. disclosed 115 stock positions valued at approximately $436.30M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 115
- Portfolio Value
- $436.30M
Holdings by Sector
Prosperity Planning, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ISTB | Other | 12.15% | 1,098,252 | +80,407 | +7.90% | $52,990,676 |
| ISHARES TR | EFA | Other | 6.08% | 255,360 | +5,690 | +2.28% | $26,526,768 |
| VANGUARD INDEX FDS | VUG | Other | 5.83% | 295,226 | +246,955 | +511.60% | $25,430,759 |
| VANGUARD MALVERN FDS | VTIP | Other | 4.42% | 384,318 | +26,867 | +7.52% | $19,304,274 |
| AMERICAN CENTY ETF TR | AVDV | Other | 4.37% | 185,156 | +3,614 | +1.99% | $19,080,298 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 3.99% | 472,299 | -16,461 | -3.37% | $17,399,492 |
| ISHARES TR | IGSB | Other | 3.81% | 317,095 | +24,103 | +8.23% | $16,618,962 |
| ISHARES TR | GNMA | Other | 3.46% | 340,879 | +32,240 | +10.45% | $15,077,095 |
| AMERICAN CENTY ETF TR | AVLC | Other | 3.12% | 151,352 | +7,662 | +5.33% | $13,615,644 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.09% | 139,840 | -803 | -0.57% | $13,493,150 |
| ISHARES TR | IVE | Other | 2.75% | 52,845 | -433 | -0.81% | $11,998,958 |
| VANGUARD INDEX FDS | VOT | Other | 2.40% | 34,198 | +833 | +2.50% | $10,474,986 |
| AMERICAN CENTY ETF TR | AVUV | Other | 2.38% | 83,175 | +3,525 | +4.43% | $10,376,913 |
| VANGUARD INDEX FDS | VBR | Other | 2.29% | 41,134 | -832 | -1.98% | $9,995,149 |
| VANGUARD INDEX FDS | VOE | Other | 2.08% | 46,036 | -704 | -1.51% | $9,096,686 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.92% | 91,798 | +4,181 | +4.77% | $8,372,907 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.68% | 57,080 | +1,242 | +2.22% | $7,310,812 |
| VANGUARD INDEX FDS | VBK | Other | 1.58% | 18,831 | -101 | -0.53% | $6,886,621 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.25% | 70,006 | -99 | -0.14% | $5,454,167 |
| CBRE GROUP INC | CBRE | Real Estate | 1.19% | 38,501 | +2,072 | +5.69% | $5,185,700 |
| ISHARES TR | USRT | Other | 1.18% | 77,786 | +625 | +0.81% | $5,168,852 |
| ISHARES TR | IVLU | Other | 1.17% | 122,191 | -3,965 | -3.14% | $5,110,019 |
| AMERICAN CENTY ETF TR | AVIV | Other | 1.14% | 64,160 | +3,884 | +6.44% | $4,967,268 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.01% | 5,927 | -170 | -2.79% | $4,425,904 |
| ISHARES TR | SUB | Other | 0.92% | 37,536 | +261 | +0.70% | $3,996,499 |
| ISHARES TR | IWN | Other | 0.91% | 17,945 | -476 | -2.58% | $3,969,478 |
| VANGUARD INDEX FDS | VTV | Other | 0.89% | 17,856 | -296 | -1.63% | $3,891,358 |
| ISHARES TR | IJJ | Other | 0.79% | 23,372 | -283 | -1.20% | $3,452,746 |
| APPLE INC | AAPL | Technology | 0.77% | 11,657 | +987 | +9.25% | $3,372,976 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.74% | 72,692 | -1,699 | -2.28% | $3,224,609 |
Showing 30 of 115 holdings in the latest reporting period.