Prosperity Planning, Inc.
CIK 1843292
13F filing for Q2 2026・No. 4,260
- Holdings
- US$436.3M
- Quarter change
- +US$41.65M
- Entries
- 117
- Net bought (estimate)
- +US$4.7M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 3
- Cut 48
- Added 25
- Corporate actions 0
- Unchanged 7
Largest holdings
87 stocks worth US$311.55M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| EFAISHARES TRMSCI EAFE ETF | Added | 255,360 | US$26.53M | 8.51% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 295,226 | US$25.43M | 8.16% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 185,156 | US$19.08M | 6.12% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Cut | 472,299 | US$17.4M | 5.58% |
| ISHARES TRISHS 1-5YR INVS | Added | 317,095 | US$16.62M | 5.33% |
| AMERICAN CENTY ETF TRAVANTIS US LARG | Added | 151,352 | US$13.62M | 4.37% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Cut | 139,840 | US$13.49M | 4.33% |
| AMERICAN CENTY ETF TRAVAN US VALU ETF | Added | 157,113 | US$12.65M | 4.06% |
| ISHARES TRS&P 500 VAL ETF | Cut | 52,845 | US$12M | 3.85% |
| VANGUARD INDEX FDSMCAP GR IDXVIP | Added | 34,198 | US$10.47M | 3.36% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.