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CIK: 0001843292
Total reported value
$436.3M
$436.3M
110 檔
29.9%
The Q1 2026 SEC filing reveals that Prosperity Planning, Inc. held a total portfolio value of $436.3M, covering 110 public equity positions.
Prosperity Planning, Inc. executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 4 holdings and trimming 41 positions.
In terms of portfolio concentration, the top 5 core holdings (including ISTB, EFA, VUG) accounted for 29.9% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 12.50% | -0.35% | +5.41% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.14% | -0.06% | +3.44% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.34% | +0.49% | +3.43% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.59% | -0.22% | +1.49% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.52% | -0.10% | +6.26% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.21% | -0.22% | -4.62% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.90% | -0.09% | +6.47% | |
| 8 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 3.47% | -0.01% | +7.76% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.87% | +0.22% | +1.92% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.85% | -0.10% | -1.71% | |
| 11 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 2.82% | +0.30% | +9.89% | |
| 12 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 2.74% | +0.16% | +9.82% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.31% | -0.02% | -0.86% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.23% | +0.15% | +6.63% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.18% | -0.10% | -3.40% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.18% | +0.22% | +2.98% | |
| 17 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.79% | +0.13% | +7.39% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.57% | +0.11% | +8.26% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.45% | +0.13% | +2.25% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.39% | -0.14% | +0.23% | |
| 21 | IVLU | Ishares Msci International V | ETF-Other | 1.27% | -0.10% | -4.86% | |
| 22 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 1.25% | -0.06% | +16.76% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.16% | +0.02% | +2.72% | |
| 24 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.14% | — | +7.47% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 1.01% | -0.09% | -0.70% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | +0.01% | +1.55% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | -0.01% | -2.38% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.88% | +0.03% | -1.68% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.79% | — | -0.76% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.79% | -0.05% | +6.04% | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.74% | -0.09% | +5.40% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.73% | +0.01% | -0.22% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.08% | +3.25% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.64% | -0.05% | +1.01% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.64% | -0.07% | +0.97% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.61% | -0.04% | -2.88% | |
| 37 | AVDE | Avantis International Equity | ETF-Other | 0.60% | -0.02% | +4.66% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.04% | -0.60% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.57% | -0.08% | +0.76% | |
| 40 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.54% | -0.03% | +1.92% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.02% | — | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.47% | +0.03% | -0.51% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.47% | -0.05% | -0.65% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.44% | -0.05% | +0.22% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.41% | -0.01% | -10.88% | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.41% | -0.05% | -0.13% | |
| 47 | DISV | Dimensional International Sm | ETF-Other | 0.40% | -0.07% | -3.50% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | -0.01% | +2.47% | |
| 49 | O | Realty Income CORP | Stock-Real Estate | 0.38% | +0.03% | — | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.34% | -0.03% | -1.50% |
According to official SEC Form 13F filings, Prosperity Planning, Inc. reported a total U.S. public equity portfolio value of $436.3M across 110 disclosed positions in Q1 2026.
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Top New Position Initiated
QQQ
市值: $578.9K
Top Position Liquidated / Trimmed
QUAL
前期市值: $264.2K
During Q1 2026, Prosperity Planning, Inc.'s top holdings by market value included ISTB (12.5%)、EFA (6.1%)、VUG (5.3%). The largest single position, ISTB, represented 12.5% of total portfolio value.
In Q1 2026, Prosperity Planning, Inc. made 93 total portfolio adjustments, initiating 6 new buys, adding to 42 positions, trimming 41 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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