Prosperity Planning, Inc. Portfolio Stock Holdings
Prosperity Planning, Inc. disclosed 110 stock positions valued at approximately $394.7 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 March 31, 2026 and was filed on April 10, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 110
- Portfolio Value
- $394.7M
Holdings by Sector
Prosperity Planning, Inc. Portfolio Holdings in Q1 2026
109 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ISTB | Other | 12.50% | 1,017,845 | +52,204 | +5.41% | $49,324,776 |
| ISHARES TR | EFA | Other | 6.14% | 249,670 | +8,305 | +3.44% | $24,250,465 |
| VANGUARD INDEX FDS | VUG | Other | 5.34% | 48,271 | +1,600 | +3.43% | $21,084,143 |
| AMERICAN CENTY ETF TR | AVDV | Other | 4.59% | 181,542 | +2,671 | +1.49% | $18,128,809 |
| VANGUARD MALVERN FDS | VTIP | Other | 4.52% | 357,451 | +21,050 | +6.26% | $17,854,690 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 4.21% | 488,760 | -23,693 | -4.62% | $16,603,174 |
| ISHARES TR | IGSB | Other | 3.90% | 292,992 | +17,807 | +6.47% | $15,399,661 |
| ISHARES TR | GNMA | Other | 3.47% | 308,639 | +22,233 | +7.76% | $13,681,976 |
| AMERICAN CENTY ETF TR | AVEM | Other | 2.87% | 140,643 | +2,645 | +1.92% | $11,333,035 |
| ISHARES TR | IVE | Other | 2.85% | 53,278 | -928 | -1.71% | $11,249,717 |
| AMERICAN CENTY ETF TR | AVLC | Other | 2.82% | 143,690 | +12,927 | +9.89% | $11,143,175 |
| VANGUARD INDEX FDS | VBR | Other | 2.31% | 41,966 | -364 | -0.86% | $9,117,177 |
| AMERICAN CENTY ETF TR | AVUV | Other | 2.23% | 79,650 | +4,954 | +6.63% | $8,798,936 |
| VANGUARD INDEX FDS | VOE | Other | 2.18% | 46,740 | -1,644 | -3.40% | $8,613,195 |
| VANGUARD INDEX FDS | VOT | Other | 2.18% | 33,365 | +967 | +2.98% | $8,586,424 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.79% | 87,617 | +6,026 | +7.39% | $7,062,766 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.57% | 55,838 | +4,258 | +8.26% | $6,208,043 |
| VANGUARD INDEX FDS | VBK | Other | 1.45% | 18,932 | +417 | +2.25% | $5,722,105 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.39% | 70,105 | +164 | +0.23% | $5,496,933 |
| ISHARES TR | IVLU | Other | 1.27% | 126,156 | -6,438 | -4.86% | $5,005,880 |
| CBRE GROUP INC | CBRE | Real Estate | 1.25% | 36,429 | +5,230 | +16.76% | $4,934,672 |
| ISHARES TR | USRT | Other | 1.16% | 77,161 | +2,044 | +2.72% | $4,567,163 |
| AMERICAN CENTY ETF TR | AVIV | Other | 1.14% | 60,276 | +4,192 | +7.47% | $4,510,433 |
| ISHARES TR | SUB | Other | 1.01% | 37,275 | -264 | -0.70% | $3,969,829 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.00% | 6,097 | +93 | +1.55% | $3,964,947 |
| VANGUARD INDEX FDS | VTV | Other | 0.90% | 18,152 | -442 | -2.38% | $3,561,422 |
| ISHARES TR | IWN | Other | 0.88% | 18,421 | -314 | -1.68% | $3,492,475 |
| ISHARES TR | IJJ | Other | 0.79% | 23,655 | -182 | -0.76% | $3,134,288 |
| ISHARES TR | AGG | Other | 0.79% | 31,253 | +1,781 | +6.04% | $3,102,469 |
| ISHARES TR | SGOV | Other | 0.74% | 29,109 | +1,492 | +5.40% | $2,930,101 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.73% | 74,391 | -166 | -0.22% | $2,890,827 |
| APPLE INC | AAPL | Technology | 0.69% | 10,670 | +336 | +3.25% | $2,707,939 |
| ISHARES TR | MUB | Other | 0.64% | 23,681 | +236 | +1.01% | $2,513,774 |
| VANGUARD BD INDEX FDS | BND | Other | 0.64% | 34,133 | +327 | +0.97% | $2,513,539 |
| ISHARES TR | SCZ | Other | 0.61% | 30,503 | -905 | -2.88% | $2,391,740 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.60% | 27,935 | +1,243 | +4.66% | $2,370,022 |
| ISHARES TR | IVW | Other | 0.58% | 20,142 | -121 | -0.60% | $2,278,262 |
| ISHARES TR | IAGG | Other | 0.57% | 44,864 | +339 | +0.76% | $2,244,982 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.54% | 48,024 | +906 | +1.92% | $2,134,689 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.49% | 4,056 | - | - | $1,943,493 |
| ISHARES TR | EEM | Other | 0.47% | 32,594 | -166 | -0.51% | $1,851,023 |
| ISHARES TR | ITOT | Other | 0.47% | 12,952 | -85 | -0.65% | $1,844,753 |
| ISHARES TR | TIP | Other | 0.44% | 15,730 | +35 | +0.22% | $1,735,992 |
| ISHARES TR | IWD | Other | 0.41% | 7,662 | -935 | -10.88% | $1,637,138 |
| ISHARES TR | STIP | Other | 0.41% | 15,659 | -21 | -0.13% | $1,619,610 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.40% | 40,390 | -1,466 | -3.50% | $1,592,982 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.39% | 24,327 | +587 | +2.47% | $1,558,874 |
| REALTY INCOME CORP | O | Real Estate | 0.38% | 24,266 | - | - | $1,484,594 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.34% | 27,085 | -413 | -1.50% | $1,351,295 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.31% | 25,731 | -71 | -0.28% | $1,208,070 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.30% | 22,207 | -189 | -0.84% | $1,172,085 |
| VANGUARD INDEX FDS | VTI | Other | 0.26% | 3,215 | +180 | +5.93% | $1,031,249 |
| ISHARES TR | IWO | Other | 0.25% | 3,116 | -30 | -0.95% | $977,879 |
| ISHARES TR | IBDR | Other | 0.24% | 39,315 | -3,990 | -9.21% | $952,992 |
| SPDR SERIES TRUST | SPYG | Other | 0.24% | 9,697 | -23 | -0.24% | $949,464 |
| ISHARES TR | IWF | Other | 0.24% | 2,187 | - | - | $932,470 |
| SPDR SERIES TRUST | SHM | Other | 0.24% | 19,457 | -2,827 | -12.69% | $930,606 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.23% | 1,460 | -37 | -2.47% | $900,470 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.23% | 16,497 | +1,395 | +9.24% | $891,675 |
| ISHARES TR | IVV | Other | 0.23% | 1,363 | +455 | +50.11% | $890,325 |
| ISHARES TR | IWS | Other | 0.23% | 6,102 | -11 | -0.18% | $889,305 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.22% | 10,780 | +117 | +1.10% | $854,531 |
| ISHARES TR | IWV | Other | 0.21% | 2,280 | - | - | $845,150 |
| ISHARES U S ETF TR | COMT | Other | 0.21% | 24,966 | +453 | +1.85% | $844,096 |
| ISHARES TR | IBDT | Other | 0.21% | 33,265 | - | - | $842,613 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.19% | 9,092 | +177 | +1.99% | $752,352 |
| ISHARES TR | IJK | Other | 0.18% | 6,910 | -34 | -0.49% | $695,284 |
| ISHARES TR | IBTI | Other | 0.17% | 30,333 | +11,871 | +64.30% | $675,912 |
| ISHARES TR | IBDS | Other | 0.16% | 25,367 | - | - | $614,904 |
| VANGUARD STAR FDS | VXUS | Other | 0.15% | 7,746 | -51 | -0.65% | $597,259 |
| INVESCO QQQ TR | QQQ | Other | 0.15% | 1,003 | +1,003 | +100.00% | $578,896 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.14% | 9,300 | - | - | $548,975 |
| ISHARES TR | IBTH | Other | 0.14% | 24,222 | +11,788 | +94.80% | $543,289 |
| ISHARES TR | IBTG | Other | 0.13% | 23,098 | +10,916 | +89.61% | $529,288 |
| ISHARES TR | IJH | Other | 0.13% | 7,554 | -1,265 | -14.34% | $510,107 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.12% | 3,368 | -98 | -2.83% | $491,091 |
| ISHARES TR | IBDU | Other | 0.12% | 20,748 | - | - | $482,594 |
| ELI LILLY & CO | LLY | Healthcare | 0.12% | 508 | +66 | +14.93% | $467,243 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 0.12% | 1,334 | - | - | $456,735 |
| ISHARES TR | IUSB | Other | 0.11% | 9,750 | -497 | -4.85% | $450,353 |
| ISHARES TR | IBDV | Other | 0.11% | 20,516 | - | - | $449,105 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.11% | 12,996 | -944 | -6.77% | $440,045 |
| ISHARES TR | EFV | Other | 0.11% | 5,860 | -960 | -14.08% | $435,691 |
| IDEXX LABS INC | IDXX | Healthcare | 0.10% | 700 | - | - | $393,323 |
| VANGUARD INDEX FDS | VV | Other | 0.09% | 1,242 | -12 | -0.96% | $371,172 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.09% | 2,672 | -12 | -0.45% | $369,538 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.09% | 794 | - | - | $367,773 |
| ISHARES INC | IEMG | Other | 0.09% | 5,240 | +404 | +8.35% | $365,484 |
| ISHARES TR | IFGL | Other | 0.09% | 15,863 | +1,006 | +6.77% | $354,697 |
| NEWELL BRANDS INC | NWL | Consumer Defensive | 0.09% | 99,352 | - | - | $340,777 |
| ISHARES TR | IBTJ | Other | 0.09% | 15,578 | - | - | $340,273 |
| ISHARES TR | IJT | Other | 0.08% | 2,318 | -1 | -0.04% | $335,438 |
| VANGUARD INDEX FDS | VO | Other | 0.08% | 1,163 | - | - | $333,990 |
| ISHARES TR | IWM | Other | 0.08% | 1,316 | -109 | -7.65% | $326,461 |
| ISHARES TR | IBTK | Other | 0.08% | 15,517 | - | - | $305,999 |
| ISHARES TR | IWP | Other | 0.08% | 2,361 | - | - | $302,523 |
| VANGUARD INDEX FDS | VNQ | Other | 0.07% | 3,304 | - | - | $293,065 |
| ISHARES TR | INDA | Other | 0.07% | 5,858 | - | - | $274,389 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.07% | 4,500 | +4,500 | +100.00% | $264,510 |
| ALPHABET INC | GOOGL | Communication Services | 0.06% | 846 | +846 | +100.00% | $243,276 |