Prism Planning Partners LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$89.1M

Holdings

45

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (45 positions)

#StockSharesValue% PortfolioType
1
ITOTISHARES TR
162,034$24.1M27.03%
2
IDEVISHARES TR
121,702$10.0M11.26%
3
VGITVANGUARD SCOTTSDALE FDS
144,443$8.7M9.71%
4
AVDVAMERICAN CENTY ETF TR
52,339$4.9M5.52%
5
DFEMDIMENSIONAL ETF TRUST
142,474$4.7M5.29%
6
CTEFEA SERIES TRUST
191,982$4.5M5.02%
7
DFSDDIMENSIONAL ETF TRUST
92,463$4.4M4.97%
8
VTIPVANGUARD MALVERN FDS
68,754$3.4M3.81%
9
DFIVDIMENSIONAL ETF TRUST
49,549$2.5M2.77%
10
NVDANVIDIA CORPORATION
12,691$2.4M2.65%
11
AAPLAPPLE INC
7,884$2.1M2.40%
12
MSFTMICROSOFT CORP
3,488$1.7M1.89%
13
IUSVISHARES TR
12,340$1.3M1.42%
14
AMZNAMAZON COM INC
5,225$1.2M1.35%
15
DFUSDIMENSIONAL ETF TRUST
13,996$1.0M1.16%
16
GOOGLALPHABET INC
3,212$1.0M1.13%
17
METAMETA PLATFORMS INC
1,287$849K0.95%
18
DFUVDIMENSIONAL ETF TRUST
16,868$785K0.88%
19
IVWISHARES TR
5,113$630K0.71%
20
ABBVABBVIE INC
2,687$613K0.69%
21
GOOGALPHABET INC
1,738$543K0.61%
22
BRK/BBERKSHIRE HATHAWAY INC DEL
1,063$533K0.60%
23
JPMJPMORGAN CHASE & CO.
1,659$533K0.60%
24
DFASDIMENSIONAL ETF TRUST
7,294$508K0.57%
25
AVGOBROADCOM INC
1,280$442K0.50%
26
TAT&T INC
16,822$417K0.47%
27
IQLTISHARES TR
9,006$409K0.46%
28
WMTWALMART INC
3,556$394K0.44%
29
LLYELI LILLY & CO
319$342K0.38%
30
IWFISHARES TR
688$325K0.36%
31
GSGOLDMAN SACHS GROUP INC
356$312K0.35%
32
TSLATESLA INC
688$309K0.35%
33
APPAPPLOVIN CORP
456$305K0.34%
34
IEMGISHARES INC
4,506$302K0.34%
35
XOMEXXON MOBIL CORP
2,482$297K0.33%
36
DISDISNEY WALT CO
2,386$270K0.30%
37
IVEISHARES TR
1,189$252K0.28%
38
GEGE AEROSPACE
810$248K0.28%
39
ORCLORACLE CORP
1,272$247K0.28%
40
HDHOME DEPOT INC
715$244K0.27%
41
MRKMERCK & CO INC
2,278$239K0.27%
42
DFATDIMENSIONAL ETF TRUST
3,732$222K0.25%
43
BACVERIZON COMMUNICATIONS INC
5,379$217K0.24%
44
CVXCHEVRON CORP NEW
1,326$201K0.23%
45
MAMASTERCARD INCORPORATED
351$199K0.22%