Prism Planning Partners LLC
CIK: 0002110534SEC EDGAR →
Portfolio Value
$89.1M
Holdings
45
As of
Q4 2025
New Positions
45
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 162,034 | $24.1M | 27.03% |
| 2 | ISHARES TR | 121,702 | $10.0M | 11.26% |
| 3 | VANGUARD SCOTTSDALE FDS | 144,443 | $8.7M | 9.71% |
| 4 | AMERICAN CENTY ETF TR | 52,339 | $4.9M | 5.52% |
| 5 | DIMENSIONAL ETF TRUST | 142,474 | $4.7M | 5.29% |
| 6 | EA SERIES TRUST | 191,982 | $4.5M | 5.02% |
| 7 | DIMENSIONAL ETF TRUST | 92,463 | $4.4M | 4.97% |
| 8 | VANGUARD MALVERN FDS | 68,754 | $3.4M | 3.81% |
| 9 | DIMENSIONAL ETF TRUST | 49,549 | $2.5M | 2.77% |
| 10 | NVIDIA CORPORATION | 12,691 | $2.4M | 2.65% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $69.7M | 78.3% |
| Technology | 6 | $7.2M | 8.1% |
| Unknown | 2 | $5.0M | 5.6% |
| Communication Services | 5 | $3.1M | 3.5% |
| Consumer Cyclical | 3 | $1.8M | 2.0% |
| Healthcare | 3 | $1.2M | 1.3% |
| Energy | 2 | $498K | 0.6% |
| Consumer Defensive | 1 | $394K | 0.4% |
| Industrials | 1 | $248K | 0.3% |