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Prosperity Planning, Inc. — 13F Holdings & Portfolio

CIK 1843292 · latest 13F-HR filed 2026-04-10

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$394.7M

Long-equity book

Holdings

110

Distinct positions

Period

2026-03-31

Filed 2026-04-10

Q/Q Activity

+6 / −4 / ↑24 / ↓21

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMERICAN CENTY ETF TR$1.4M +14.4%
  • AMERICAN CENTY ETF TR$1.3M +7.9%
  • VANGUARD MALVERN FDS$1.2M +7.3%
  • AMERICAN CENTY ETF TR$1.2M +15.5%
  • ISHARES TR$925.5K +7.3%
Show all 24 →

Top Trims

  • VANGUARD INDEX FDS-$1.7M -7.4%
  • VANGUARD INDEX FDS-$457.2K -5.1%
  • ISHARES TR-$219.4K -8.8%
  • ISHARES TR-$171.2K -9.5%
  • FIDELITY WISE ORIGIN BITCOIN-$160.0K -22.6%
Show all 21 →

New Positions

  • INVESCO QQQ TR$578.9K
  • FREEPORT MCMORAN INC$264.5K
  • ALPHABET INC$243.3K
  • CONOCOPHILLIPS$233.6K
  • AMAZON COM INC$208.9K
Show all 6 →

Exited Positions

  • ISHARES TR$264.2K
  • ISHARES TR$234.0K
  • ISHARES TR$214.4K
  • ISHARES TR$204.8K
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR ISTB 46432F859 $49.3M 12.50% 1,017,845 PRN
2 ISHARES TR EFA 464287465 $24.3M 6.14% 249,670 SH
3 VANGUARD INDEX FDS VUG 922908736 $21.1M 5.34% 48,271 SH
4 AMERICAN CENTY ETF TR AVDV 025072802 $18.1M 4.59% 181,542 SH
5 VANGUARD MALVERN FDS VTIP 922020805 $17.9M 4.52% 357,451 PRN
6 DIMENSIONAL ETF TRUST DFAX 25434V880 $16.6M 4.21% 488,760 SH
7 ISHARES TR IGSB 464288646 $15.4M 3.90% 292,992 SH
8 ISHARES TR GNMA 46429B333 $13.7M 3.47% 308,639 PRN
9 AMERICAN CENTY ETF TR AVEM 025072604 $11.3M 2.87% 140,643 SH
10 ISHARES TR IVE 464287408 $11.2M 2.85% 53,278 SH
11 AMERICAN CENTY ETF TR AVLC 025072158 $11.1M 2.82% 143,690 SH
12 AMERICAN CENTY ETF TR AVMV 025072133 $10.8M 2.74% 145,718 SH
13 VANGUARD INDEX FDS VBR 922908611 $9.1M 2.31% 41,966 SH
14 AMERICAN CENTY ETF TR AVUV 025072877 $8.8M 2.23% 79,650 SH
15 VANGUARD INDEX FDS VOE 922908512 $8.6M 2.18% 46,740 SH
16 VANGUARD INDEX FDS VOT 922908538 $8.6M 2.18% 33,365 SH
17 AMERICAN CENTY ETF TR AVLV 025072349 $7.1M 1.79% 87,617 SH
18 AMERICAN CENTY ETF TR AVUS 025072885 $6.2M 1.57% 55,838 SH
19 VANGUARD INDEX FDS VBK 922908595 $5.7M 1.45% 18,932 SH
20 VANGUARD BD INDEX FDS BSV 921937827 $5.5M 1.39% 70,105 PRN
21 ISHARES TR IVLU 46435G409 $5.0M 1.27% 126,156 SH
22 CBRE GROUP INC CBRE 12504L109 $4.9M 1.25% 36,429 SH
23 ISHARES TR USRT 464288521 $4.6M 1.16% 77,161 SH
24 AMERICAN CENTY ETF TR AVIV 025072364 $4.5M 1.14% 60,276 SH
25 ISHARES TR SUB 464288158 $4.0M 1.01% 37,275 PRN
26 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.0M 1.00% 6,097 SH
27 VANGUARD INDEX FDS VTV 922908744 $3.6M 0.90% 18,152 SH
28 ISHARES TR IWN 464287630 $3.5M 0.88% 18,421 SH
29 ISHARES TR IJJ 464287705 $3.1M 0.79% 23,655 SH
30 ISHARES TR AGG 464287226 $3.1M 0.79% 31,253 PRN
31 ISHARES TR SGOV 46436E718 $2.9M 0.74% 29,109 PRN
32 DIMENSIONAL ETF TRUST DFAC 25434V708 $2.9M 0.73% 74,391 SH
33 APPLE INC AAPL 037833100 $2.7M 0.69% 10,670 SH
34 ISHARES TR MUB 464288414 $2.5M 0.64% 23,681 PRN
35 VANGUARD BD INDEX FDS BND 921937835 $2.5M 0.64% 34,133 PRN
36 ISHARES TR SCZ 464288273 $2.4M 0.61% 30,503 SH
37 AMERICAN CENTY ETF TR AVDE 025072703 $2.4M 0.60% 27,935 SH
38 ISHARES TR IVW 464287309 $2.3M 0.58% 20,142 SH
39 ISHARES TR IAGG 46435G672 $2.2M 0.57% 44,864 PRN
40 VANGUARD INTL EQUITY INDEX F VNQI 922042676 $2.1M 0.54% 48,024 SH
41 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.9M 0.49% 4,056 SH
42 ISHARES TR EEM 464287234 $1.9M 0.47% 32,594 SH
43 ISHARES TR ITOT 464287150 $1.8M 0.47% 12,952 SH
44 ISHARES TR TIP 464287176 $1.7M 0.44% 15,730 PRN
45 ISHARES TR IWD 464287598 $1.6M 0.41% 7,662 SH
46 ISHARES TR STIP 46429B747 $1.6M 0.41% 15,659 PRN
47 DIMENSIONAL ETF TRUST DISV 25434V781 $1.6M 0.40% 40,390 SH
48 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.6M 0.39% 24,327 SH
49 REALTY INCOME CORP O 756109104 $1.5M 0.38% 24,266 SH
50 VANGUARD MUN BD FDS VTEB 922907746 $1.4M 0.34% 27,085 PRN
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-10 $394.7M 110 0001843292-26-000002
2025-12-31 2026-01-14 $382.3M 108 0001843292-26-000001