Prosperity Planning, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$394.7M
Q ending 2026-03-31
Prior quarter
$382.3M
Q ending 2025-12-31
Change
+3.2% QoQ · +23.6% YoY
Positions
110
reported holdings
Largest positions
Top 100 of 110 reported positions by value, 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 | ISTB | Principal | $49.3M | 1.0M |
| Ishares Tr | EFA | Shares | $24.3M | 250K |
| Vanguard Index Fds | VUG | Shares | $21.1M | 48K |
| American Centy Etf Tr | AVDV | Shares | $18.1M | 182K |
| Vanguard Malvern Fds | VTIP | Principal | $17.9M | 357K |
| Dimensional Etf Trust | DFAX | Shares | $16.6M | 489K |
| Ishares Tr | IGSB | Shares | $15.4M | 293K |
| Ishares Tr | GNMA | Principal | $13.7M | 309K |
| American Centy Etf Tr | AVEM | Shares | $11.3M | 141K |
| Ishares Tr | IVE | Shares | $11.2M | 53K |
| American Centy Etf Tr | AVLC | Shares | $11.1M | 144K |
| American Centy Etf Tr | AVMV | Shares | $10.8M | 146K |
| Vanguard Index Fds | VBR | Shares | $9.1M | 42K |
| American Centy Etf Tr | AVUV | Shares | $8.8M | 80K |
| Vanguard Index Fds | VOE | Shares | $8.6M | 47K |
| Vanguard Index Fds | VOT | Shares | $8.6M | 33K |
| American Centy Etf Tr | AVLV | Shares | $7.1M | 88K |
| American Centy Etf Tr | AVUS | Shares | $6.2M | 56K |
| Vanguard Index Fds | VBK | Shares | $5.7M | 19K |
| Vanguard Bd Index Fds | BSV | Principal | $5.5M | 70K |
| Ishares Tr | IVLU | Shares | $5.0M | 126K |
| Cbre Group Inc | CBRE | Shares | $4.9M | 36K |
| Ishares Tr | USRT | Shares | $4.6M | 77K |
| American Centy Etf Tr | AVIV | Shares | $4.5M | 60K |
| Ishares Tr | SUB | Principal | $4.0M | 37K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.0M | 6K |
| Vanguard Index Fds | VTV | Shares | $3.6M | 18K |
| Ishares Tr | IWN | Shares | $3.5M | 18K |
| Ishares Tr | IJJ | Shares | $3.1M | 24K |
| Ishares Tr | AGG | Principal | $3.1M | 31K |
| Ishares Tr | SGOV | Principal | $2.9M | 29K |
| Dimensional Etf Trust | DFAC | Shares | $2.9M | 74K |
| Apple Inc | AAPL | Shares | $2.7M | 11K |
| Ishares Tr | MUB | Principal | $2.5M | 24K |
| Vanguard Bd Index Fds | BND | Principal | $2.5M | 34K |
| Ishares Tr | SCZ | Shares | $2.4M | 31K |
| American Centy Etf Tr | AVDE | Shares | $2.4M | 28K |
| Ishares Tr | IVW | Shares | $2.3M | 20K |
| Ishares Tr | IAGG | Principal | $2.2M | 45K |
| Vanguard Intl Equity Index F | VNQI | Shares | $2.1M | 48K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.9M | 4K |
| Ishares Tr | EEM | Shares | $1.9M | 33K |
| Ishares Tr | ITOT | Shares | $1.8M | 13K |
| Ishares Tr | TIP | Principal | $1.7M | 16K |
| Ishares Tr | IWD | Shares | $1.6M | 8K |
| Ishares Tr | STIP | Principal | $1.6M | 16K |
| Dimensional Etf Trust | DISV | Shares | $1.6M | 40K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.6M | 24K |
| Realty Income Corp | O | Shares | $1.5M | 24K |
| Vanguard Mun Bd Fds | VTEB | Principal | $1.4M | 27K |
| Vanguard Scottsdale Fds | VMBS | Shares | $1.2M | 26K |
| Dimensional Etf Trust | DFIV | Shares | $1.2M | 22K |
| Vanguard Index Fds | VTI | Shares | $1.0M | 3K |
| Ishares Tr | IWO | Shares | $978K | 3K |
| Ishares Tr | IBDR | Principal | $953K | 39K |
| Spdr Series Trust | SPYG | Shares | $949K | 10K |
| Ishares Tr | IWF | Shares | $932K | 2K |
| Spdr Series Trust | SHM | Principal | $931K | 19K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $900K | 1K |
| Vanguard Intl Equity Index F | VWO | Shares | $892K | 16K |
| Ishares Tr | IVV | Shares | $890K | 1K |
| Ishares Tr | IWS | Shares | $889K | 6K |
| Vanguard Scottsdale Fds | VCSH | Principal | $855K | 11K |
| Ishares Tr | IWV | Shares | $845K | 2K |
| Ishares U S Etf Tr | COMT | Shares | $844K | 25K |
| Ishares Tr | IBDT | Principal | $843K | 33K |
| Vanguard Scottsdale Fds | VCIT | Principal | $752K | 9K |
| Ishares Tr | IJK | Shares | $695K | 7K |
| Ishares Tr | IBTI | Principal | $676K | 30K |
| Ishares Tr | IBDS | Principal | $615K | 25K |
| Vanguard Star Fds | VXUS | Shares | $597K | 8K |
| Invesco Qqq Tr | QQQ | Shares | $579K | 1K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $549K | 9K |
| Ishares Tr | IBTH | Principal | $543K | 24K |
| Ishares Tr | IBTG | Principal | $529K | 23K |
| Ishares Tr | IJH | Shares | $510K | 8K |
| Vanguard Intl Equity Index F | VSS | Shares | $491K | 3K |
| Ishares Tr | IBDU | Principal | $483K | 21K |
| Eli Lilly & Co | LLY | Shares | $467K | 508 |
| Tyler Technologies Inc | TYL | Shares | $457K | 1K |
| Ishares Tr | IUSB | Principal | $450K | 10K |
| Ishares Tr | IBDV | Principal | $449K | 21K |
| Dimensional Etf Trust | DFAE | Shares | $440K | 13K |
| Ishares Tr | EFV | Shares | $436K | 6K |
| Idexx Labs Inc | IDXX | Shares | $393K | 700 |
| Vanguard Index Fds | VV | Shares | $371K | 1K |
| Vanguard Intl Equity Index F | VT | Shares | $370K | 3K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $368K | 794 |
| Ishares Inc | IEMG | Shares | $365K | 5K |
| Ishares Tr | IFGL | Shares | $355K | 16K |
| Newell Brands Inc | NWL | Shares | $341K | 99K |
| Ishares Tr | IBTJ | Principal | $340K | 16K |
| Ishares Tr | IJT | Shares | $335K | 2K |
| Vanguard Index Fds | VO | Shares | $334K | 1K |
| Ishares Tr | IWM | Shares | $326K | 1K |
| Ishares Tr | IBTK | Principal | $306K | 16K |
| Ishares Tr | IWP | Shares | $303K | 2K |
| Vanguard Index Fds | VNQ | Shares | $293K | 3K |
| Ishares Tr | INDA | Shares | $274K | 6K |
| Freeport Mcmoran Inc | FCX | Shares | $265K | 5K |
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.