Prism Planning Partners LLC Top Holdings and 13F Report (2026) About Prism Planning Partners LLCInvestment ActivityPrism Planning Partners LLC has $94.48 million in total holdings as of June 30, 2026.Prism Planning Partners LLC owns shares of 35 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.31% of the portfolio was purchased this quarter.About 1.58% of the portfolio was sold this quarter.This quarter, Prism Planning Partners LLC has purchased 42 new stocks and bought additional shares in 20 stocks.Prism Planning Partners LLC sold shares of 8 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $28,632,708iShares Core MSCI International Developed Markets ETF $11,369,071Vanguard Intermediate-Term Treasury ETF $9,967,693Dimensional Emerging Markets Core Equity 2 ETF $6,025,722EA Bridgeway Omni Small-Cap Value ETF $5,929,624 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $213,883 Holding921908844 - Vanguard Dividend Appreciation ETF $207,752 Holding958102105 - Western Digital $207,584 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 5,289 shares (about $868.82K)Vanguard Intermediate-Term Treasury ETF 8,009 shares (about $472.37K)iShares Core MSCI International Developed Markets ETF 4,113 shares (about $366.10K)iShares Russell 1000 Growth ETF 2,027 shares (about $251.72K)Dimensional US Marketwide Value ETF 4,285 shares (about $235.72K) Largest Sales this Quarter iShares S&P 500 Growth ETF 361 shares (about $49.65K)iShares Core MSCI Emerging Markets ETF 229 shares (about $18.97K)NVIDIA 73 shares (about $14.61K)iShares S&P 500 Value ETF 58 shares (about $13.17K)AbbVie 28 shares (about $7.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrism Planning Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$28,632,708$868,823 â–²3.1%174,30330.3%ETFIDEViShares Core MSCI International Developed Markets ETF$11,369,071$366,098 â–²3.3%127,72812.0%ETFVGITVanguard Intermediate-Term Treasury ETF$9,967,693$472,371 â–²5.0%169,00110.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,025,722$47,955 â–²0.8%148,2716.4%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$5,929,624$100,500 â–²1.7%203,1416.3%ETFAVDVAvantis International Small Cap Value ETF$5,539,397$12,057 â–²0.2%53,7545.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,086,721$202,508 â–²4.1%106,5285.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,928,210$101,917 â–²2.7%78,2044.2%ManufacturingDFIVDimensional International Value ETF$2,831,269$184,534 â–²7.0%52,4113.0%ETFAAPLApple$1,685,692$16,203 â–²1.0%5,8261.8%Computer and TechnologyDFUSDimensional U.S. Equity ETF$1,377,056$230,165 â–²20.1%16,8061.5%ETFIUSViShares Core S&P U.S. Value ETF$1,359,2510.0%12,3401.4%ManufacturingDFUVDimensional US Marketwide Value ETF$1,145,850$235,716 â–²25.9%20,8301.2%ETFNVDANVIDIA$1,116,157$14,607 â–¼-1.3%5,5781.2%Computer and TechnologyAMZNAmazon.com$797,247$99,864 â–²14.3%3,3450.8%Retail/WholesaleDFASDimensional U.S. Small Cap ETF$739,203$173,087 â–²30.6%8,9770.8%ETFMSFTMicrosoft$669,232$4,850 â–²0.7%1,7940.7%Computer and TechnologyIVWiShares S&P 500 Growth ETF$637,864$49,648 â–¼-7.2%4,6380.7%ETFGOOGLAlphabet$617,178$357 â–¼-0.1%1,7270.7%Computer and TechnologyABBVAbbVie$577,299$7,046 â–¼-1.2%2,2940.6%MedicalIQLTiShares MSCI Intl Quality Factor ETF$447,602$1,338 â–²0.3%9,0330.5%ETFMETAMeta Platforms$429,801$1,690 â–²0.4%7630.5%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$352,242$18,971 â–¼-5.1%4,2520.4%ETFTAT&T$345,514$57,503 â–²20.0%16,6920.4%Computer and TechnologyJPMJPMorgan Chase & Co.$341,8350.0%1,0440.4%FinanceIWFiShares Russell 1000 Growth ETF$335,671$251,722 â–²299.9%2,7030.4%ETFIVEiShares S&P 500 Value ETF$304,942$13,169 â–¼-4.1%1,3430.3%ETFBRK.BBerkshire Hathaway$298,733$1,001 â–¼-0.3%5970.3%FinanceGLWCorning$285,8270.0%1,1190.3%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$258,071$2,796 â–¼-1.1%3,6920.3%ETFVTIVanguard Total Stock Market ETF$213,883$213,883 â–²New Holding5780.2%ETFGSThe Goldman Sachs Group$211,9810.0%2100.2%FinanceXOMExxonMobil$208,198$17,908 â–²9.4%1,5230.2%EnergyVIGVanguard Dividend Appreciation ETF$207,752$207,752 â–²New Holding8780.2%ETFWDCWestern Digital$207,584$207,584 â–²New Holding3250.2%Computer and TechnologyVZVerizon Communications$0$228,611 â–¼-100.0%00.0%Computer and TechnologyWALMART INC$0$216,654 â–¼-100.0%00.0%COMDISWalt Disney$0$168,665 â–¼-100.0%00.0%Consumer DiscretionaryGOOGAlphabet$0$145,177 â–¼-100.0%00.0%Computer and TechnologyHDHome Depot$0$136,635 â–¼-100.0%00.0%Retail/WholesaleCVXChevron$0$136,296 â–¼-100.0%00.0%EnergyLLYEli Lilly and Company$0$120,490 â–¼-100.0%00.0%MedicalGEGE Aerospace$0$119,120 â–¼-100.0%00.0%AerospaceMRKMerck & Co., Inc.$0$86,114 â–¼-100.0%00.0%MedicalAVGOBroadcom$0$31,235 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
