Prosperity Planning Inc Q2 2026: Major ETF Buys Highlight Portfolio Shift

As of June 30, 2026, Prosperity Planning, Inc. has released its latest portfolio activity report, providing insights into its investment strategy during Q2.

Prominent Purchases in Q2

The investor's portfolio saw a substantial increase in allocation to several Vanguard Exchange-Traded Funds (ETFs) this quarter:

• VUG experienced the most significant growth, with shares increasing by over 246,000 units (+511.6%) and its portfolio allocation rising to 5.83%. This ETF focuses on consumer cyclicals.
• ISTB (iShares Core U.S. Total Stock Market ETF) also saw a notable increase, with shares growing by approximately 80,400 units (+7.9%) and its allocation reaching 12.15%.
• VTIP (Vanguard Short-Term Inflation-Protected Securities ETF) added about 26,800 units (+7.52%) to its position, now accounting for roughly 4.42% of the portfolio.
• IGSB (iShares Core Growth Small Cap ETF) gained approximately 24,100 units (+8.23%) and its allocation stands at 3.81%.

Other Notable Acquisitions

Beyond the major allocations to large-cap index funds, Prosperity Planning Inc also increased exposure in several other areas:

• The investor boosted its position in Dimensional ETF Trust (DFAX) by about 16,500 units (-3.37% allocation change), though the overall allocation decreased slightly to 3.99%. This fund is known for its smart beta approach.
• Several small-cap iShares ETFs were added or increased: IBTL, IWF, and IBTH. The position in IBTL jumped to 0.08%, while IWF now represents about 0.25% of the portfolio.
• There was a minor increase in Healthcare-focused holdings, specifically through an addition of shares in iShares Core Healthcare ETF (IBTG) which now accounts for approximately 0.17% allocation.

Sales and Decreases Observed

Conversely, the portfolio also reflected some reductions during Q2:

• The Dimensional ETF Trust (DFAX) position decreased by about 16,500 units (-3.37%) from its previous quarter level.
• Several other holdings saw smaller reductions: iShares Core Small-Cap Growth ETF (IBDW) decreased by about 1,400 units (-0.07%), and the GNMA allocation dropped slightly to 3.46%.

Overall Portfolio Structure

The portfolio maintained a diversified structure with holdings across various sectors:

• VUG, the largest position, focuses on consumer cyclical stocks.
• Core U.S. stock market exposure remains strong via ISTB.
• The portfolio includes inflation-protected securities through VTIP and healthcare exposure via IBTG.
• Other sectors represented include Real Estate, Technology, Financial Services, Consumer Defensive (notably in the case of Newell Brands stock), and Communication Services.

The portfolio's top holdings now account for approximately 32.85% combined allocation, reflecting a concentration on broad market exposure through major index funds like VUG and ISTB.