StockDriftsStockDriftsTop 50 Prosperity Planning INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ISTB | ISHARES TR | 12.2% | 1.16M | $55.0M | +5.99%(+65.78K) | $49.45(-4.39%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 6.07% | 303.7K | $27.4M | +2.87%(+8.48K) | $45.16(+96.69%) | 2026-09-30 | |
| EFA | ISHARES TR | 6.01% | 260.8K | $27.1M | +2.13%(+5.43K) | $72.59(+41.72%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 4.68% | 192.7K | $21.1M | +4.05%(+7.50K) | $60.88(+76.31%) | 2026-09-30 | |
| VTIP | VANGUARD MALVERN FDS | 4.5% | 412.2K | $20.3M | +7.26%(+27.89K) | $49.97(-2.66%) | 2026-09-30 | |
| IGSB | ISHARES TR | 3.88% | 341.6K | $17.5M | +7.72%(+24.50K) | $52.75(-2.74%) | 2026-09-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.74% | 454.8K | $16.8M | -3.70%(-17.49K) | $25.59(+42.46%) | 2026-09-30 | |
| GNMA | ISHARES TR | 3.4% | 366.5K | $15.3M | +7.52%(+25.62K) | $45.82(-8.14%) | 2026-09-30 | |
| AVLC | AMERICAN CENTY ETF TR | 3.25% | 162.3K | $14.7M | +7.26%(+10.98K) | $70.03(+29.53%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.04% | 145.7K | $13.7M | +4.21%(+5.89K) | $58.31(+53.39%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.93% | +40.24% | +4.84% | +26.64% |
| Top 20 Holdings Unweighted | +13.84% | +47.54% | +5.59% | +31.25% |
Prosperity Planning INC reports $450.70M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are ISTB (12.2%), VUG (6.1%) and EFA (6.0%). The top 20 holdings account for 71.24% of reported assets. Its disclosed equity book has returned +40.24% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Prosperity Planning INC, compare funds side by side, and get alerts the moment positions change.
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