StockDriftsStockDriftsTop 50 Prosperity Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ISTB | ISHARES TR | 12.15% | 1.10M | $53.0M | +7.90%(+80.41K) | $49.55(-3.00%) | 2026-06-30 | |
| EFA | ISHARES TR | 6.08% | 255.4K | $26.5M | +2.28%(+5.69K) | $71.92(+51.07%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.83% | 295.2K | $25.4M | +1.93%(+5.60K) | $43.92(+103.04%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 4.42% | 384.3K | $19.3M | +7.52%(+26.87K) | $49.99(-0.57%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 4.37% | 185.2K | $19.1M | +1.99%(+3.61K) | $59.04(+88.09%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.99% | 472.3K | $17.4M | -3.37%(-16.46K) | $25.59(+49.07%) | 2026-06-30 | |
| IGSB | ISHARES TR | 3.81% | 317.1K | $16.6M | +8.23%(+24.10K) | $52.82(-1.26%) | 2026-06-30 | |
| GNMA | ISHARES TR | 3.46% | 340.9K | $15.1M | +10.45%(+32.24K) | $46.03(-5.14%) | 2026-06-30 | |
| AVLC | AMERICAN CENTY ETF TR | 3.12% | 151.4K | $13.6M | +5.33%(+7.66K) | $68.57(+35.55%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.09% | 139.8K | $13.5M | -0.57%(-803) | $56.75(+65.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.31% | +37.93% | +4.62% | +25.35% |
| Top 20 Holdings Unweighted | +13.39% | +45.78% | +5.38% | +29.93% |
Prosperity Planning, Inc. reports $436.30M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are ISTB (12.2%), EFA (6.1%) and VUG (5.8%). The top 20 holdings account for 71.55% of reported assets. Its disclosed equity book has returned +37.93% on a three-year cumulative basis. 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 Prosperity Planning, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843292). View Prosperity Planning, Inc.’s 13F filings on SEC