13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001843292
Total reported value
$436.3M
$436.3M
106 檔
26.5%
During the Q2 2025 filing period, Prosperity Planning, Inc. (CIK: 0001843292) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $436.3M across 106 reported positions.
In Q2 2025, Prosperity Planning, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 12.01% | -0.35% | +2.52% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.36% | -0.06% | +1.26% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.92% | +0.49% | +2.83% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.76% | -0.22% | -5.48% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.32% | -0.10% | +1.79% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.17% | -0.22% | +2.63% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.64% | -0.09% | +1.96% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.30% | -0.10% | -2.25% | |
| 9 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 3.19% | -0.01% | +3.28% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.73% | +0.22% | +4.80% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.65% | +0.22% | +2.52% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.58% | -0.02% | -3.85% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.45% | -0.10% | -2.67% | |
| 14 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 2.28% | +0.30% | +20.22% | |
| 15 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 2.06% | +0.16% | +20.59% | |
| 16 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 1.76% | -0.06% | +5.97% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.74% | +0.15% | +18.54% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.55% | -0.14% | -3.40% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.51% | +0.13% | +3.17% | |
| 20 | IVLU | Ishares Msci International V | ETF-Other | 1.39% | -0.10% | -3.36% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.32% | +0.11% | +8.95% | |
| 22 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.32% | +0.13% | +17.65% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 1.12% | -0.01% | -0.77% | |
| 24 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.10% | +0.02% | +1.78% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 0.98% | -0.09% | +1.64% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.96% | +0.01% | -0.70% | |
| 27 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.93% | — | +12.08% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.90% | +0.03% | +1.07% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.83% | -0.05% | -2.09% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.83% | — | -0.16% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | +0.04% | -1.29% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | +0.01% | -2.98% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.70% | -0.04% | -3.82% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | -0.05% | -17.98% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.67% | -0.07% | -6.79% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.08% | — | |
| 37 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.57% | -0.03% | +1.92% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.57% | -0.08% | +5.97% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.02% | — | |
| 40 | AVDE | Avantis International Equity | ETF-Other | 0.52% | -0.02% | +5.62% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.51% | -0.05% | -0.15% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.50% | -0.01% | -0.51% | |
| 43 | DISV | Dimensional International Sm | ETF-Other | 0.47% | -0.07% | -5.39% | |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.47% | -0.05% | -2.37% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.42% | +0.03% | -1.21% | |
| 46 | O | Realty Income CORP | Stock-Real Estate | 0.40% | +0.03% | +19.74% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | -0.01% | -4.96% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.39% | -0.03% | +60.54% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.35% | -0.05% | -1.36% | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.33% | -0.09% | -12.97% |
According to official SEC Form 13F filings, Prosperity Planning, Inc. reported a total U.S. public equity portfolio value of $436.3M across 106 disclosed positions in Q2 2025.
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 ISTB, EFA, VUG) accounted for 26.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
VCIT
市值: $745.2K
Top Position Liquidated / Trimmed
LQD
前期市值: $671.4K
During Q2 2025, Prosperity Planning, Inc.'s top holdings by market value included ISTB (12.0%)、EFA (6.4%)、VUG (5.9%). The largest single position, ISTB, represented 12.0% of total portfolio value.
In Q2 2025, Prosperity Planning, Inc. made 47 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 18 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.