Prism Planning Partners LLC
- SEC CIK
- 0002110534
- Latest filing
- Jul 23, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only.
- Positions
- 45
- No filing for Q3 2025
- Portfolio value
- $89.1M
- No filing for Q3 2025
Prism Planning Partners LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 162,034 | $24.1M | 27.0% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 121,702 | $10.0M | 11.3% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 144,443 | $8.66M | 9.7% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 52,339 | $4.92M | 5.5% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 142,474 | $4.71M | 5.3% | – | – | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 191,982 | $4.47M | 5.0% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 92,463 | $4.43M | 5.0% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 68,754 | $3.40M | 3.8% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 49,549 | $2.47M | 2.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 12,691 | $2.37M | 2.7% | – | – | History |
| AAPLApple Inc. | Stock | 7,884 | $2.14M | 2.4% | – | – | History |
| MSFTMicrosoft Corp | Stock | 3,488 | $1.69M | 1.9% | – | – | History |
| iShares Core S&P US Value ETF464287663 | ETF | 12,340 | $1.27M | 1.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,225 | $1.21M | 1.4% | – | – | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 13,996 | $1.04M | 1.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,212 | $1.01M | 1.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,287 | $849.5K | 1.0% | – | – | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 16,868 | $785.9K | 0.9% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,113 | $630.2K | 0.7% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,687 | $614.0K | 0.7% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,738 | $545.4K | 0.6% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,659 | $534.7K | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,063 | $534.3K | 0.6% | – | – | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 7,294 | $508.2K | 0.6% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,280 | $443.0K | 0.5% | – | – | History |
| TAT&T Inc. | Stock | 16,822 | $417.9K | 0.5% | – | – | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 9,006 | $409.3K | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 3,556 | $396.2K | 0.4% | – | – | History |
| LLYEli Lilly & Co | Stock | 319 | $342.8K | 0.4% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 688 | $325.6K | 0.4% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 356 | $312.6K | 0.4% | – | – | History |
| TSLATesla, Inc. | Stock | 688 | $309.4K | 0.3% | – | – | History |
| APPAppLovin Corp | COM CL A | 456 | $307.3K | 0.3% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,506 | $302.9K | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,482 | $298.7K | 0.3% | – | – | History |
| DISWalt Disney Co | Stock | 2,386 | $271.5K | 0.3% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,189 | $252.2K | 0.3% | – | – | – |
| GEGeneral Electric Co | Stock | 810 | $249.4K | 0.3% | – | – | History |
| ORCLOracle Corp | Stock | 1,272 | $247.9K | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 715 | $246.2K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 2,278 | $239.8K | 0.3% | – | – | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 3,732 | $222.2K | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 5,379 | $219.1K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 1,326 | $202.1K | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 351 | $200.4K | 0.2% | – | – | History |