Prosperity Planning
$436M 13F equity value
120 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Prosperity Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ISTB | ISHARES TR | 1,098,252 | $53M | 12.1% |
| EFA | ISHARES TR | 255,360 | $27M | 6.1% |
| VUG | VANGUARD INDEX FDS | 295,226 | $25M | 5.8% |
| VTIP | VANGUARD MALVERN FDS | 384,318 | $19M | 4.4% |
| AVDV | AMERICAN CENTY ETF TR | 185,156 | $19M | 4.4% |
| DFAX | DIMENSIONAL ETF TRUST | 472,299 | $17M | 4.0% |
| IGSB | ISHARES TR | 317,095 | $17M | 3.8% |
| GNMA | ISHARES TR | 340,879 | $15M | 3.5% |
| AVLC | AMERICAN CENTY ETF TR | 151,352 | $14M | 3.1% |
| AVEM | AMERICAN CENTY ETF TR | 139,840 | $13M | 3.1% |
Track Prosperity Planning's 13F portfolio: $436M in reported holdings, 120 positions. Top holdings and quarterly changes on SentiSense.
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