Prosperity Planning, Inc. 13F Holdings · Q3 2026
Prosperity Planning, Inc. reported 119 securities worth $450.70M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: ISTB (12.20%), VUG (6.07%), EFA (6.01%). Among its top 25 positions this quarter: 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ISTB | ISHARES TR | $55.0M | 12.20% | 0 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $27.4M | 6.07% | 303,709 | Added |
| 3 | EFA | ISHARES TR | $27.1M | 6.01% | 260,791 | Added |
| 4 | AVDV | AMERICAN CENTY ETF TR | $21.1M | 4.68% | 192,661 | Added |
| 5 | VTIP | VANGUARD MALVERN FDS | $20.3M | 4.50% | 0 | Added |
| 6 | IGSB | ISHARES TR | $17.5M | 3.88% | 341,590 | Added |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $16.8M | 3.74% | 454,810 | Trimmed |
| 8 | GNMA | ISHARES TR | $15.3M | 3.40% | 0 | Added |
| 9 | AVLC | AMERICAN CENTY ETF TR | $14.7M | 3.25% | 162,333 | Added |
| 10 | AVEM | AMERICAN CENTY ETF TR | $13.7M | 3.04% | 145,726 | Added |
| 11 | AVMV | AMERICAN CENTY ETF TR | $13.1M | 2.92% | 172,244 | Added |
| 12 | IVE | ISHARES TR | $11.9M | 2.63% | 51,963 | Trimmed |
| 13 | AVUV | AMERICAN CENTY ETF TR | $10.4M | 2.31% | 88,253 | Added |
| 14 | VOT | VANGUARD INDEX FDS | $10.3M | 2.28% | 35,186 | Added |
| 15 | VBR | VANGUARD INDEX FDS | $9.2M | 2.04% | 39,813 | Trimmed |
| 16 | AVLV | AMERICAN CENTY ETF TR | $8.9M | 1.97% | 98,051 | Added |
| 17 | VOE | VANGUARD INDEX FDS | $8.8M | 1.96% | 45,199 | Trimmed |
| 18 | AVUS | AMERICAN CENTY ETF TR | $7.4M | 1.65% | 57,950 | Added |
| 19 | VBK | VANGUARD INDEX FDS | $6.4M | 1.41% | 18,855 | Added |
| 20 | BSV | VANGUARD BD INDEX FDS | $5.9M | 1.30% | 0 | Added |
| 21 | MUB | ISHARES TR | $5.9M | 1.30% | 0 | Added |
| 22 | AVIV | AMERICAN CENTY ETF TR | $5.6M | 1.24% | 70,115 | Added |
| 23 | IVLU | ISHARES TR | $5.1M | 1.13% | 118,289 | Trimmed |
| 24 | CBRE | CBRE GROUP INC | $4.9M | 1.10% | 38,501 | Hold |
| 25 | USRT | ISHARES TR | $4.8M | 1.07% | 78,362 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR