Prism Planning Partners LLC
CIK 0002110534 · LIBERTYVILLE, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$94.5M
2026 Q2
Positions
35
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ITOT
ISHARES TR
30.3%
IDEV
ISHARES TR
12.0%
VGIT
VANGUARD SCOTTSDALE FDS
10.6%
DFEM
DIMENSIONAL ETF TRUST
6.4%
BSVO
EA SERIES TRUST
6.3%
AVDV
AMERICAN CENTY ETF TR
5.9%
DFSD
DIMENSIONAL ETF TRUST
5.4%
VTIP
VANGUARD MALVERN FDS
4.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.