Prism Planning Partners LLC

Est. AUM

$79.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$24.1M	169014	30.25%	SOLE
2	ISHARES TR	CORE MSCI INTL	$10.3M	123615	12.98%	SOLE
3	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$9.6M	160992	12.05%	SOLE
4	AMERICAN CENTY ETF TR	INTL SMCP VLU	$5.4M	53637	6.73%	SOLE
5	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$5.1M	147091	6.39%	SOLE
6	EA SERIES TRUST	EA BRIDGEWAY OMN	$5.1M	199698	6.37%	SOLE
7	DIMENSIONAL ETF TRUST	SHORT DURATION F	$4.9M	102287	6.15%	SOLE
8	VANGUARD MALVERN FDS	STRM INFPROIDX	$3.8M	76175	4.78%	SOLE
9	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.6M	48995	3.25%	SOLE
10	ISHARES TR	CORE S&P US VLU	$1.3M	12340	1.59%	SOLE
11	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$993K	13997	1.25%	SOLE
12	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$802K	16545	1.01%	SOLE
13	ISHARES TR	S&P 500 GRWT ETF	$565K	4999	0.71%	SOLE
14	ABBVIE INC	COM	$505K	2322	0.63%	SOLE
15	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$489K	6875	0.61%	SOLE
16	NVIDIA CORPORATION	COM	$453K	2597	0.57%	OTR
17	ISHARES TR	MSCI INTL QUALTY	$416K	9006	0.52%	SOLE
18	ISHARES INC	CORE MSCI EMKT	$313K	4481	0.39%	SOLE
19	APPLE INC	COM	$301K	1187	0.38%	OTR
20	ISHARES TR	S&P 500 VAL ETF	$296K	1401	0.37%	SOLE
21	ISHARES TR	RUS 1000 GRW ETF	$288K	676	0.36%	SOLE
22	MICROSOFT CORP	COM	$273K	737	0.34%	OTR
23	AMAZON COM INC	COM	$272K	1307	0.34%	OTR
24	ALPHABET INC	CAP STK CL A	$255K	888	0.32%	OTR
25	DIMENSIONAL ETF TRUST	US TARGETED VLU	$233K	3732	0.29%	SOLE
26	META PLATFORMS INC	CL A	$193K	337	0.24%	OTR
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$131K	274	0.16%	OTR
28	EXXON MOBIL CORP	COM	$120K	706	0.15%	OTR
29	WALMART INC	COM	$92K	742	0.12%	OTR
30	CORNING INC	COM	$88K	650	0.11%	OTR
31	GOLDMAN SACHS GROUP INC	COM	$63K	75	0.08%	OTR
32	CHEVRON CORPORATION	COM	$62K	301	0.08%	OTR
33	ELI LILLY & CO	COM	$55K	60	0.07%	OTR
34	HOME DEPOT INC	COM	$50K	152	0.06%	OTR
35	AT&T INC	COM	$49K	1689	0.06%	OTR
36	MERCK & CO INC	COM	$45K	371	0.06%	OTR
37	ALPHABET INC	CAP STK CL C	$30K	105	0.04%	OTR
38	GE AEROSPACE	COM NEW	$27K	97	0.03%	OTR
39	BROADCOM INC	COM	$26K	84	0.03%	OTR
40	DISNEY WALT CO	COM	$22K	226	0.03%	OTR
41	VERIZON COMMUNICATIONS INC	COM	$16K	315	0.02%	OTR
42	JPMORGAN CHASE & CO	COM	$14K	46	0.02%	OTR

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.