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CIK: 0002110534
Total reported value
$94.5M
$94.5M
42 檔
57.6%
During the Q1 2026 filing period, Prism Planning Partners LLC (CIK: 0002110534) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $94.5M across 42 reported positions.
In Q1 2026, Prism Planning Partners LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 28.47% | +1.83% | +4.31% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 12.22% | -0.19% | +1.57% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 11.34% | -0.79% | +11.46% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 6.34% | -0.48% | +2.48% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.01% | +0.37% | +3.24% | |
| 6 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 5.99% | +0.29% | +4.02% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 5.79% | -0.41% | +10.62% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.50% | -0.34% | +10.79% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.06% | -0.06% | -1.12% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.73% | +0.05% | -26.81% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.49% | -0.05% | — | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.17% | +0.29% | +0.01% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.01% | -55.47% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.95% | +0.26% | -1.91% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.07% | -48.94% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.12% | -44.00% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.01% | -2.23% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.01% | -13.58% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.06% | -46.20% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.58% | +0.20% | -5.74% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.06% | -40.95% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 0.49% | -0.02% | — | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.48% | -0.11% | -17.29% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.37% | — | -0.55% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | — | -37.07% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | -0.03% | +17.83% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | +0.02% | -1.74% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | -43.65% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.06% | -43.92% | |
| 30 | DFAT | Dimensional US Target Value | ETF-Other | 0.28% | -0.01% | — | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | -0.27% | EXIT | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.26% | EXIT | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.21% | +0.01% | -41.01% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.20% | -0.20% | EXIT | |
| 35 | GLW | Corning Inc | Stock-Tech | 0.18% | +0.12% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | -0.17% | EXIT | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | -0.16% | EXIT | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.16% | EXIT | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | -0.14% | EXIT | |
| 40 | GE | General Electric | Stock-Industrials | 0.14% | -0.14% | EXIT | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.10% | -0.10% | EXIT | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.04% | -0.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | +1.6% | +11.46% | Add |
| 2 | ITOT | Ishares Core S&p Total U.s. | +1.4% | +4.31% | Add |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | +1% | +4.02% | Add |
| 4 | IDEV | Ishares Core Msci Dev Mkts | +1% | +1.57% | Add |
| 5 | DFSD | Dimensional Short Duration | +0.8% | +10.62% | Add |
| 6 | AVDV | Avantis Intl S/c Value ETF | +0.8% | +2.48% | Add |
| 7 | DFEM | Dimensional Emrg Mrkt Core | +0.7% | +3.24% | Add |
| 8 | VTIP | Vanguard Short-term Tips | +0.7% | +10.79% | Add |
| 9 | DFIV | Dimensional International Va | +0.3% | -1.12% | Trim |
| 10 | IVE | Ishares S&p 500 Value ETF | +0.1% | +17.83% | Add |
| 11 | DFUV | Dimensional US Marketwide Va | +0.1% | -1.91% | Trim |
| 12 | IUSV | Ishares Core S&p U.s. Value | +0.1% | — | Unchanged |
| 13 | DFAT | Dimensional US Target Value | 0% | — | Unchanged |
| 14 | IEMG | Ishares Core Msci Emerging | 0% | -0.55% | Trim |
| 15 | IQLT | Ishares Msci International Q | 0% | — | Unchanged |
| 16 | VZ | Verizon Communications Inc | 0% | -15.34% | Trim |
| 17 | DFUS | Dimensional US Eq Mkt ETF | 0% | +0.01% | Add |
| 18 | DFAS | Dimensional US Small Cap ETF | 0% | -5.74% | Trim |
| 19 | T | At&t Inc | 0% | -17.29% | Trim |
| 20 | IWF | Ishares Russell 1000 Growth | 0% | -1.74% | Trim |
| 21 | IVW | Ishares S&p 500 Growth ETF | 0% | -2.23% | Trim |
| 22 | XOM | Exxon Mobil CORP | -0.1% | -43.92% | Trim |
| 23 | CVX | Chevron CORP | -0.1% | -50.30% | Trim |
| 24 | ABBV | Abbvie Inc | -0.1% | -13.58% | Trim |
| 25 | DIS | Walt Disney Co/the | -0.1% | -26.66% | Trim |
| 26 | HD | Home Depot Inc | -0.1% | -41.96% | Trim |
| 27 | GS | Goldman Sachs Group Inc | -0.1% | -41.01% | Trim |
| 28 | GE | General Electric | -0.1% | -48.15% | Trim |
| 29 | MRK | Merck & Co. Inc. | -0.2% | -68.57% | Trim |
| 30 | WMT | Walmart Inc | -0.2% | -50.98% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | -0.2% | -37.07% | Trim |
| 32 | LLY | Eli Lilly & Co | -0.2% | -58.93% | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -43.65% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.4% | -40.95% | Trim |
| 35 | GOOG | Alphabet Inc-cl C | -0.4% | -70.89% | Trim |
| 36 | AVGO | Broadcom Inc | -0.5% | -92.11% | Trim |
| 37 | GOOGL | Alphabet Inc-cl A | -0.5% | -46.20% | Trim |
| 38 | AMZN | Amazon.com Inc | -0.6% | -44.00% | Trim |
| 39 | AAPL | Apple Inc | -0.7% | -26.81% | Trim |
| 40 | MSFT | Microsoft CORP | -1.1% | -48.94% | Trim |
| 41 | NVDA | Nvidia CORP | -1.5% | -55.47% | Trim |
| 42 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 43 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 44 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 45 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 46 | GLW | Corning Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Prism Planning Partners LLC reported a total U.S. public equity portfolio value of $94.5M across 42 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, IDEV, VGIT) accounted for 57.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLW
市值: $152.2K
Top Position Liquidated / Trimmed
TSLA
前期市值: $309.4K
During Q1 2026, Prism Planning Partners LLC's top holdings by market value included ITOT (28.5%)、IDEV (12.2%)、VGIT (11.3%). The largest single position, ITOT, represented 28.5% of total portfolio value.
In Q1 2026, Prism Planning Partners LLC made 43 total portfolio adjustments, initiating 1 new buys, adding to 10 positions, trimming 28 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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