Prosperity Planning, Inc. Portfolio Stock Holdings
Prosperity Planning, Inc. disclosed 117 stock positions valued at approximately $436.3 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 10, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 117
- Portfolio Value
- $436.3M
Holdings by Sector
Prosperity Planning, Inc. Portfolio Holdings in Q2 2026
115 holdings in the latest reporting period.
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| 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 |
| ISHARES TR | AGG | Other | 0.74% | 32,446 | +1,193 | +3.82% | $3,211,511 |
| ISHARES TR | SGOV | Other | 0.65% | 28,309 | -800 | -2.75% | $2,849,848 |
| ISHARES TR | IVW | Other | 0.62% | 19,803 | -339 | -1.68% | $2,723,507 |
| ISHARES TR | MUB | Other | 0.59% | 23,787 | +106 | +0.45% | $2,559,993 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.58% | 28,436 | +501 | +1.79% | $2,536,535 |
| VANGUARD BD INDEX FDS | BND | Other | 0.57% | 34,137 | +4 | +0.01% | $2,505,982 |
| ISHARES TR | SCZ | Other | 0.57% | 30,107 | -396 | -1.30% | $2,476,903 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.51% | 49,434 | +1,410 | +2.94% | $2,217,137 |
| ISHARES TR | EEM | Other | 0.50% | 31,693 | -901 | -2.76% | $2,168,129 |
| ISHARES TR | IAGG | Other | 0.49% | 42,633 | -2,231 | -4.97% | $2,157,239 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.47% | 4,067 | +11 | +0.27% | $2,034,938 |
| ISHARES TR | ITOT | Other | 0.42% | 11,102 | -1,850 | -14.28% | $1,823,726 |
| REALTY INCOME CORP | O | Real Estate | 0.41% | 28,772 | +4,506 | +18.57% | $1,782,713 |
| ISHARES TR | IWD | Other | 0.40% | 7,233 | -429 | -5.60% | $1,753,495 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.39% | 23,783 | -544 | -2.24% | $1,694,539 |
| ISHARES TR | TIP | Other | 0.39% | 15,367 | -363 | -2.31% | $1,681,640 |
| ISHARES TR | STIP | Other | 0.36% | 15,500 | -159 | -1.02% | $1,583,480 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.33% | 36,089 | -4,301 | -10.65% | $1,448,252 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.31% | 26,799 | -286 | -1.06% | $1,355,518 |
| ISHARES TR | IVV | Other | 0.28% | 1,648 | +285 | +20.91% | $1,234,171 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.27% | 25,617 | -114 | -0.44% | $1,199,132 |
| ISHARES TR | IWO | Other | 0.27% | 3,006 | -110 | -3.53% | $1,184,303 |
| VANGUARD INDEX FDS | VTI | Other | 0.27% | 3,126 | -89 | -2.77% | $1,156,566 |
| SPDR SERIES TRUST | SPYG | Other | 0.26% | 9,598 | -99 | -1.02% | $1,142,103 |
| ISHARES TR | IWF | Other | 0.25% | 8,747 | +6,560 | +299.95% | $1,086,162 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.24% | 19,384 | -2,823 | -12.71% | $1,047,124 |
| ISHARES TR | IWS | Other | 0.23% | 6,086 | -16 | -0.26% | $1,001,756 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.23% | 1,404 | -56 | -3.84% | $987,489 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.22% | 16,441 | -56 | -0.34% | $981,346 |
| ISHARES TR | IWV | Other | 0.22% | 2,280 | - | - | $972,192 |
| SPDR SERIES TRUST | SHM | Other | 0.21% | 19,457 | - | - | $933,233 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.20% | 10,777 | -3 | -0.03% | $851,706 |
| ISHARES TR | IBDT | Other | 0.19% | 33,265 | - | - | $839,952 |
| ISHARES TR | IBDR | Other | 0.19% | 33,867 | -5,448 | -13.86% | $820,604 |
| NEWELL BRANDS INC | NWL | Consumer Defensive | 0.18% | 129,776 | +30,424 | +30.62% | $796,825 |
| ISHARES TR | IJK | Other | 0.18% | 6,686 | -224 | -3.24% | $785,605 |
| ISHARES TR | IBTI | Other | 0.18% | 34,851 | +4,518 | +14.89% | $771,597 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.17% | 9,092 | - | - | $751,443 |
| INVESCO QQQ TR | QQQ | Other | 0.17% | 991 | -12 | -1.20% | $729,753 |
| ISHARES TR | IBTG | Other | 0.17% | 31,844 | +8,746 | +37.86% | $728,912 |
| ISHARES U S ETF TR | COMT | Other | 0.17% | 23,925 | -1,041 | -4.17% | $726,598 |
| ISHARES TR | IBTH | Other | 0.16% | 30,928 | +6,706 | +27.69% | $691,860 |
| VANGUARD STAR FDS | VXUS | Other | 0.15% | 7,533 | -213 | -2.75% | $643,957 |
| ELI LILLY & CO | LLY | Healthcare | 0.14% | 508 | - | - | $609,310 |
| ISHARES TR | IUSB | Other | 0.14% | 13,174 | +3,424 | +35.12% | $607,980 |
| ISHARES TR | IBDS | Other | 0.14% | 24,751 | -616 | -2.43% | $599,458 |
| ISHARES TR | IJH | Other | 0.13% | 7,486 | -68 | -0.90% | $577,229 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.12% | 12,784 | -212 | -1.63% | $514,045 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.12% | 3,308 | -60 | -1.78% | $510,371 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.11% | 9,330 | +30 | +0.32% | $476,293 |
| ISHARES TR | IBDU | Other | 0.11% | 20,007 | -741 | -3.57% | $463,363 |
| ISHARES TR | IBDV | Other | 0.10% | 19,751 | -765 | -3.73% | $430,561 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.10% | 2,710 | +38 | +1.42% | $425,275 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.10% | 794 | - | - | $414,778 |
| VANGUARD INDEX FDS | VV | Other | 0.09% | 1,192 | -50 | -4.03% | $409,941 |
| ISHARES TR | IJT | Other | 0.09% | 2,238 | -80 | -3.45% | $399,707 |
| ISHARES TR | IBTJ | Other | 0.09% | 17,889 | +2,311 | +14.84% | $387,301 |
| VANGUARD INDEX FDS | VO | Other | 0.09% | 4,618 | +3,455 | +297.08% | $372,072 |
| IDEXX LABS INC | IDXX | Healthcare | 0.08% | 700 | - | - | $368,508 |
| ISHARES TR | IWM | Other | 0.08% | 1,188 | -128 | -9.73% | $357,047 |
| ISHARES TR | IBTL | Other | 0.08% | 17,434 | +17,434 | +100.00% | $351,996 |
| ISHARES INC | IEMG | Other | 0.07% | 3,904 | -1,336 | -25.50% | $323,400 |
| ISHARES TR | IFGL | Other | 0.07% | 14,344 | -1,519 | -9.58% | $319,871 |
| ISHARES TR | IWP | Other | 0.07% | 2,184 | -177 | -7.50% | $319,796 |
| ISHARES TR | EFV | Other | 0.07% | 4,173 | -1,687 | -28.79% | $319,443 |
| VANGUARD INDEX FDS | VNQ | Other | 0.07% | 3,304 | - | - | $318,605 |
| ISHARES TR | IBTK | Other | 0.07% | 15,517 | - | - | $303,206 |
| ALPHABET INC | GOOGL | Communication Services | 0.07% | 838 | -8 | -0.95% | $299,476 |
| ISHARES TR | INDA | Other | 0.07% | 5,858 | - | - | $289,327 |
| ISHARES TR | IBDW | Other | 0.07% | 13,850 | +13,850 | +100.00% | $288,631 |