StockDriftsStockDriftsTop 35 Prism Planning Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 30.3% | 174.3K | $28.6M | +3.13%(+5.29K) | $147.23(+15.18%) | 2026-06-30 | |
| IDEV | ISHARES TR | 12.03% | 127.7K | $11.4M | +3.33%(+4.11K) | $81.47(+14.56%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 10.55% | 169.0K | $10.0M | +4.97%(+8.01K) | $59.92(-2.59%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.38% | 148.3K | $6.0M | +0.80%(+1.18K) | $32.65(+20.71%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 6.28% | 203.1K | $5.9M | +1.72%(+3.44K) | $23.10(+29.20%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 5.86% | 53.8K | $5.5M | +0.22%(+117) | $91.65(+19.79%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.38% | 106.5K | $5.1M | +4.15%(+4.24K) | $48.04(-1.30%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 4.16% | 78.2K | $3.9M | +2.66%(+2.03K) | $50.01(-0.65%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3% | 52.4K | $2.8M | +6.97%(+3.42K) | $48.32(+19.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.78% | 5.8K | $1.7M | +0.97%(+56) | $263.29(+16.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.61% |
Prism Planning Partners LLC reports $94.48M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (30.3%), IDEV (12.0%) and VGIT (10.6%). The top 20 holdings account for 95.28% of reported assets. Its disclosed equity book has returned +7.97% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Prism Planning Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110534). View Prism Planning Partners LLC’s 13F filings on SEC