Prism Planning Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Prism Planning Partners LLC held in its portfolio 45 assets valued at $89,128,821 (i.e. $89.13M).
The most valuable assets in the portfolio included: ISHARES TR ($24.09M), ISHARES TR ($10.04M), and VANGUARD SCOTTSDALE FDS ($8.66M).
The chart below shows the top 10 valuable assets, and the table below shows the top 45 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Prism Planning Partners LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 162034 | 24092874 | CORE S&P TTL STK |
| ISHARES TR | 121702 | 10037975 | CORE MSCI INTL |
| VANGUARD SCOTTSDALE FDS | 144443 | 8656470 | INTER TERM TREAS |
| AMERICAN CENTY ETF TR | 52339 | 4918329 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 142474 | 4713037 | EMERGING MKTS CO |
| EA SERIES TRUST | 191982 | 4473181 | EA BRIDGEWAY OMN |
| DIMENSIONAL ETF TRUST | 92463 | 4433597 | SHORT DURATION F |
| VANGUARD MALVERN FDS | 68754 | 3400595 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 49549 | 2472514 | INTERNATNAL VAL |
| NVIDIA CORPORATION | 12691 | 2366924 | COM |
| APPLE INC | 7884 | 2143232 | COM |
| MICROSOFT CORP | 3488 | 1686911 | COM |
| ISHARES TR | 12340 | 1265344 | CORE S&P US VLU |
| AMAZON COM INC | 5225 | 1206034 | COM |
| DIMENSIONAL ETF TRUST | 13996 | 1038108 | US EQUITY MARKET |
| ALPHABET INC | 3212 | 1005356 | CAP STK CL A |
| META PLATFORMS INC | 1287 | 849549 | CL A |
| DIMENSIONAL ETF TRUST | 16868 | 785897 | US MKTWIDE VALUE |
| ISHARES TR | 5113 | 630228 | S&P 500 GRWT ETF |
| ABBVIE INC | 2687 | 613953 | COM |
| ALPHABET INC | 1738 | 545414 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 1659 | 534665 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1063 | 534317 | CL B NEW |
| DIMENSIONAL ETF TRUST | 7294 | 508172 | US SMALL CAP ETF |
| BROADCOM INC | 1280 | 442980 | COM |
| AT&T INC | 16822 | 417858 | COM |
| ISHARES TR | 9006 | 409313 | MSCI INTL QUALTY |
| WALMART INC | 3556 | 396204 | COM |
| ELI LILLY & CO | 319 | 342823 | COM |
| ISHARES TR | 688 | 325550 | RUS 1000 GRW ETF |
| GOLDMAN SACHS GROUP INC | 356 | 312571 | COM |
| TESLA INC | 688 | 309407 | COM |
| APPLOVIN CORP | 456 | 307262 | COM CL A |
| ISHARES INC | 4506 | 302868 | CORE MSCI EMKT |
| EXXON MOBIL CORP | 2482 | 298661 | COM |
| DISNEY WALT CO | 2386 | 271455 | COM |
| ISHARES TR | 1189 | 252151 | S&P 500 VAL ETF |
| GE AEROSPACE | 810 | 249436 | COM NEW |
| ORACLE CORP | 1272 | 247925 | COM |
| HOME DEPOT INC | 715 | 246183 | COM |
| MERCK & CO INC | 2278 | 239770 | COM |
| DIMENSIONAL ETF TRUST | 3732 | 222203 | US TARGETED VLU |
| VERIZON COMMUNICATIONS INC | 5379 | 219087 | COM |
| CHEVRON CORP NEW | 1326 | 202059 | COM |
| MASTERCARD INCORPORATED | 351 | 200379 | CL A |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.