Prism Planning Partners LLC — 13F holdings

Prism Planning Partners LLC reported 48 holdings worth $94.5M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

  1. ITOT ISHARES TR — $28.6M (30.3%)
  2. IDEV ISHARES TR — $11.4M (12.0%)
  3. VGIT VANGUARD SCOTTSDALE FDS — $9.97M (10.5%)
  4. DFEM DIMENSIONAL ETF TRUST — $6.03M (6.4%)
  5. BSVO EA SERIES TRUST — $5.93M (6.3%)
  6. AVDV AMERICAN CENTY ETF TR — $5.54M (5.9%)
  7. DFSD DIMENSIONAL ETF TRUST — $5.09M (5.4%)
  8. VTIP VANGUARD MALVERN FDS — $3.93M (4.2%)
  9. DFIV DIMENSIONAL ETF TRUST — $2.83M (3.0%)
  10. AAPL APPLE INC — $1.69M (1.8%)