Prosperity Planning, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Prosperity Planning, Inc. disclosed 119 stock positions valued at approximately $450.70M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 119
- Portfolio Value
- $450.70M
Holdings by Sector
Prosperity Planning, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ISTB | Other | 12.20% | 1,164,033 | +65,781 | +5.99% | $55,000,547 |
| VANGUARD INDEX FDS | VUG | Other | 6.07% | 303,709 | +8,483 | +2.87% | $27,367,239 |
| ISHARES TR | EFA | Other | 6.01% | 260,791 | +5,431 | +2.13% | $27,093,600 |
| AMERICAN CENTY ETF TR | AVDV | Other | 4.68% | 192,661 | +7,505 | +4.05% | $21,073,273 |
| VANGUARD MALVERN FDS | VTIP | Other | 4.50% | 412,206 | +27,888 | +7.26% | $20,288,767 |
| ISHARES TR | IGSB | Other | 3.88% | 341,590 | +24,495 | +7.72% | $17,499,667 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 3.74% | 454,810 | -17,489 | -3.70% | $16,837,063 |
| ISHARES TR | GNMA | Other | 3.40% | 366,502 | +25,623 | +7.52% | $15,341,779 |
| AMERICAN CENTY ETF TR | AVLC | Other | 3.25% | 162,333 | +10,981 | +7.26% | $14,653,769 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.04% | 145,726 | +5,886 | +4.21% | $13,701,124 |
| AMERICAN CENTY ETF TR | AVMV | Other | 2.92% | 172,244 | +15,131 | +9.63% | $13,147,369 |
| ISHARES TR | IVE | Other | 2.63% | 51,963 | -882 | -1.67% | $11,862,187 |
| AMERICAN CENTY ETF TR | AVUV | Other | 2.31% | 88,253 | +5,078 | +6.11% | $10,393,584 |
| VANGUARD INDEX FDS | VOT | Other | 2.28% | 35,186 | +988 | +2.89% | $10,277,707 |
| VANGUARD INDEX FDS | VBR | Other | 2.04% | 39,813 | -1,321 | -3.21% | $9,197,924 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.97% | 98,051 | +6,253 | +6.81% | $8,867,748 |
| VANGUARD INDEX FDS | VOE | Other | 1.96% | 45,199 | -837 | -1.82% | $8,837,789 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.65% | 57,950 | +870 | +1.52% | $7,422,755 |
| VANGUARD INDEX FDS | VBK | Other | 1.41% | 18,855 | +24 | +0.13% | $6,369,854 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.30% | 76,648 | +6,642 | +9.49% | $5,855,907 |
| ISHARES TR | MUB | Other | 1.30% | 57,885 | +34,098 | +143.35% | $5,852,207 |
| AMERICAN CENTY ETF TR | AVIV | Other | 1.24% | 70,115 | +5,955 | +9.28% | $5,583,232 |
| ISHARES TR | IVLU | Other | 1.13% | 118,289 | -3,902 | -3.19% | $5,073,429 |
| CBRE GROUP INC | CBRE | Real Estate | 1.10% | 38,501 | - | - | $4,946,223 |
| ISHARES TR | USRT | Other | 1.07% | 78,362 | +576 | +0.74% | $4,825,528 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.94% | 5,557 | -370 | -6.24% | $4,238,034 |
| APPLE INC | AAPL | Technology | 0.87% | 11,740 | +83 | +0.71% | $3,909,594 |
| ISHARES TR | SUB | Other | 0.87% | 37,317 | -219 | -0.58% | $3,901,160 |
| VANGUARD INDEX FDS | VTV | Other | 0.83% | 17,402 | -454 | -2.54% | $3,760,224 |
| ISHARES TR | IWN | Other | 0.82% | 17,655 | -290 | -1.62% | $3,697,882 |
Showing 30 of 119 holdings in the latest reporting period.