Prism Planning Partners LLC 13F Holdings · Q2 2026
Prism Planning Partners LLC reported 35 securities worth $94.48M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ITOT (30.30%), IDEV (12.03%), VGIT (10.55%). Among its top 25 positions this quarter: 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $28.6M | 30.30% | 174,303 | Added |
| 2 | IDEV | ISHARES TR | $11.4M | 12.03% | 127,728 | Added |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $10.0M | 10.55% | 169,001 | Added |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $6.0M | 6.38% | 148,271 | Added |
| 5 | BSVO | EA SERIES TRUST | $5.9M | 6.28% | 203,141 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $5.5M | 5.86% | 53,754 | Added |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $5.1M | 5.38% | 106,528 | Added |
| 8 | VTIP | VANGUARD MALVERN FDS | $3.9M | 4.16% | 78,204 | Added |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $2.8M | 3.00% | 52,411 | Added |
| 10 | AAPL | APPLE INC | $1.7M | 1.78% | 5,826 | Added |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $1.4M | 1.46% | 16,806 | Added |
| 12 | IUSV | ISHARES TR | $1.4M | 1.44% | 12,340 | Hold |
| 13 | DFUV | DIMENSIONAL ETF TRUST | $1.1M | 1.21% | 20,830 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $1.1M | 1.18% | 5,578 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $797,247 | 0.84% | 3,345 | Added |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $739,203 | 0.78% | 8,977 | Added |
| 17 | MSFT | MICROSOFT CORP | $669,232 | 0.71% | 1,794 | Added |
| 18 | IVW | ISHARES TR | $637,864 | 0.68% | 4,638 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $617,178 | 0.65% | 1,727 | Trimmed |
| 20 | ABBV | ABBVIE INC | $577,299 | 0.61% | 2,294 | Trimmed |
| 21 | IQLT | ISHARES TR | $447,602 | 0.47% | 9,033 | Added |
| 22 | META | META PLATFORMS INC | $429,801 | 0.45% | 763 | Added |
| 23 | IEMG | ISHARES INC | $352,242 | 0.37% | 4,252 | Trimmed |
| 24 | T | AT&T INC | $345,514 | 0.37% | 16,692 | Added |
| 25 | IWF | ISHARES TR | $335,671 | 0.36% | 2,703 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR