Prism Planning Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$84.5M
Q ending 2026-03-31
Prior quarter
$89.1M
Q ending 2025-12-31
Change
-5.1% QoQ
Positions
42
reported holdings
Largest positions
All 42 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | ITOT | Shares | $24.1M | 169K |
| Ishares Tr | IDEV | Shares | $10.3M | 124K |
| Vanguard Scottsdale Fds | VGIT | Shares | $9.6M | 161K |
| American Centy Etf Tr | AVDV | Shares | $5.4M | 54K |
| Dimensional Etf Trust | DFEM | Shares | $5.1M | 147K |
| Ea Series Trust | BSVO | Shares | $5.1M | 200K |
| Dimensional Etf Trust | DFSD | Shares | $4.9M | 102K |
| Vanguard Malvern Fds | VTIP | Shares | $3.8M | 76K |
| Dimensional Etf Trust | DFIV | Shares | $2.6M | 49K |
| Apple Inc | AAPL | Shares | $1.5M | 6K |
| Ishares Tr | IUSV | Shares | $1.3M | 12K |
| Dimensional Etf Trust | DFUS | Shares | $993K | 14K |
| Nvidia Corporation | NVDA | Shares | $986K | 6K |
| Dimensional Etf Trust | DFUV | Shares | $802K | 17K |
| Microsoft Corp | MSFT | Shares | $659K | 2K |
| Amazon Com Inc | AMZN | Shares | $609K | 3K |
| Ishares Tr | IVW | Shares | $565K | 5K |
| Abbvie Inc | ABBV | Shares | $505K | 2K |
| Alphabet Inc | GOOGL | Shares | $497K | 2K |
| Dimensional Etf Trust | DFAS | Shares | $489K | 7K |
| Meta Platforms Inc | META | Shares | $435K | 760 |
| Ishares Tr | IQLT | Shares | $416K | 9K |
| At&T Inc | T | Shares | $403K | 14K |
| Ishares Inc | IEMG | Shares | $313K | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $307K | 1K |
| Ishares Tr | IVE | Shares | $296K | 1K |
| Ishares Tr | IWF | Shares | $288K | 676 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $287K | 599 |
| Exxon Mobil Corp | XOM | Shares | $236K | 1K |
| Dimensional Etf Trust | DFAT | Shares | $233K | 4K |
| Verizon Communications Inc | VZ | Shares | $229K | 5K |
| Walmart Inc | WMT | Shares | $217K | 2K |
| Goldman Sachs Group Inc | GS | Shares | $177K | 210 |
| Disney Walt Co | DIS | Shares | $169K | 2K |
| Corning Inc | GLW | Shares | $152K | 1K |
| Alphabet Inc | GOOG | Shares | $145K | 506 |
| Home Depot Inc | HD | Shares | $137K | 415 |
| Chevron Corporation | CVX | Shares | $136K | 659 |
| Eli Lilly & Co | LLY | Shares | $120K | 131 |
| Ge Aerospace | GE | Shares | $119K | 420 |
| Merck & Co Inc | MRK | Shares | $86K | 716 |
| Broadcom Inc | AVGO | Shares | $31K | 101 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.