Prism Planning Partners LLC
Prism Planning Partners LLC reported 35 positions worth $94.5M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: ITOT (30.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $28.6M | 30.30% | 174,303 | — | — | |
| ▸ 2 | IDEV | SH | $11.4M | 12.03% | 127,728 | — | — | |
| ▸ 3 | VGIT | SH | $10.0M | 10.55% | 169,001 | — | — | |
| ▸ 4 | DFEM | SH | $6.0M | 6.38% | 148,271 | — | — | |
| ▸ 5 | BSVO | SH | $5.9M | 6.28% | 203,141 | — | — | |
| ▸ 6 | AVDV | SH | $5.5M | 5.86% | 53,754 | — | — | |
| ▸ 7 | DFSD | SH | $5.1M | 5.38% | 106,528 | — | — | |
| ▸ 8 | VTIP | SH | $3.9M | 4.16% | 78,204 | — | — | |
| ▸ 9 | DFIV | SH | $2.8M | 3.00% | 52,411 | — | — | |
| ▸ 10 | AAPL | SH | $1.7M | 1.78% | 5,826 | — | — |
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Frequently Asked Questions
What stocks does Prism Planning Partners LLC hold as of Q2 2026?
Prism Planning Partners LLC reported 35 positions worth $94.5M in its Q2 2026 13F filing. Largest positions: ITOT (30.3%), IDEV (12.0%), VGIT (10.6%), DFEM (6.4%) and BSVO (6.3%).
What did Prism Planning Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Prism Planning Partners LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.