Investor
Prism Planning Partners LLC
CIK 0002110534 · filed 2026-05-12 · SEC filing
13F book
$84.5M
Positions
42
1 new · 4 sold
Largest name
28.5%
Ishares Tr
Est. mark
−$389.1K
Price effect on 41 names still held. Flow −$4.19M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 169K | $24.1M | 28.5% | −$1.01M | Added−$20.2K |
| Ishares Tr | — | 123.6K | $10.3M | 12.2% | $132.7K | Added$292.5K |
| Vanguard Scottsdale Fds | — | 161K | $9.59M | 11.3% | −$54.9K | Added$930.6K |
| American Centy Etf Tr | — | 53.6K | $5.36M | 6.3% | $308.2K | Added$437.8K |
| Dimensional Etf Trust | — | 147.1K | $5.08M | 6.0% | $209.5K | Added$369K |
| Ea Series Trust | — | 199.7K | $5.07M | 6.0% | $397.4K | Added$593.2K |
| Dimensional Etf Trust | — | 102.3K | $4.9M | 5.8% | −$6.47K | Added$463.9K |
| Vanguard Malvern Fds | — | 76.2K | $3.8M | 4.5% | $33.7K | Added$404.4K |
| Dimensional Etf Trust | — | 49K | $2.59M | 3.1% | $141.1K | Cut$113.5K |
| Apple Inc. | AAPL | 5.77K | $1.46M | 1.7% | −$104.3K | Cut−$679K |
| Ishares Tr | — | 12.3K | $1.26M | 1.5% | −$3.58K | Held |
| Dimensional Etf Trust | — | 14K | $992.5K | 1.2% | −$45.6K | Added−$45.6K |
| Nvidia Corp | NVDA | 5.65K | $985.6K | 1.2% | −$68.4K | Cut−$1.38M |
| Dimensional Etf Trust | — | 16.5K | $801.8K | 0.9% | $30.9K | Cut$15.9K |
| Microsoft Corp | MSFT | 1.78K | $659.3K | 0.8% | −$202K | Cut−$1.03M |
| Amazon Com Inc | AMZN | 2.93K | $609.4K | 0.7% | −$66K | Cut−$596.6K |
| Ishares Tr | — | 5K | $565.4K | 0.7% | −$50.7K | Cut−$64.8K |
| AbbVie Inc. | ABBV | 2.32K | $505K | 0.6% | −$25.5K | Cut−$108.9K |
| Alphabet Inc | — | 1.73K | $496.9K | 0.6% | −$44K | Cut−$508.5K |
| Dimensional Etf Trust | — | 6.88K | $489K | 0.6% | $10K | Cut−$19.2K |
| Meta Platforms, Inc. | META | 760 | $434.8K | 0.5% | −$66.8K | Cut−$414.7K |
| Ishares Tr | — | 9.01K | $416.3K | 0.5% | $7.02K | Held |
| At&T Inc | — | 13.9K | $403.4K | 0.5% | $57.7K | Cut−$14.5K |
| Ishares Inc | — | 4.48K | $312.5K | 0.4% | $11.3K | Cut$9.65K |
| Jpmorgan Chase & Co. | — | 1.04K | $307.2K | 0.4% | −$29.3K | Cut−$227.5K |
| Ishares Tr | — | 1.4K | $295.8K | 0.4% | −$1.09K | Added$43.7K |
| Ishares Tr | — | 676 | $288.2K | 0.3% | −$31.7K | Cut−$37.4K |
| Berkshire Hathaway Inc Del | — | 599 | $287K | 0.3% | −$14K | Cut−$247.3K |
| Exxon Mobil Corp | — | 1.39K | $236.1K | 0.3% | $68.6K | Cut−$62.5K |
| Dimensional Etf Trust | — | 3.73K | $233.1K | 0.3% | $10.9K | Held |
| Verizon Communications Inc | VZ | 4.55K | $228.6K | 0.3% | $43.1K | Cut$9.52K |
| Walmart Inc. | WMT | 1.74K | $216.7K | 0.3% | $22.5K | Cut−$179.6K |
| Goldman Sachs Group Inc | — | 210 | $177.3K | 0.2% | −$7.06K | Cut−$135.3K |
| Disney Walt Co | — | 1.75K | $168.7K | 0.2% | −$30.4K | Cut−$102.8K |
| Corning Inc | — | 1.12K | $152.2K | 0.2% | — | New |
| Alphabet Inc | — | 506 | $145.2K | 0.2% | −$13.6K | Cut−$400.2K |
| Home Depot, Inc. | HD | 415 | $136.6K | 0.2% | −$6.25K | Cut−$109.5K |
| Chevron Corp New | CVX | 659 | $136.3K | 0.2% | $35.9K | Cut−$65.8K |
| Eli Lilly & Co | LLY | 131 | $120.5K | 0.1% | −$20.3K | Cut−$222.3K |
| Ge Aerospace | — | 420 | $119.1K | 0.1% | −$10.2K | Cut−$130.3K |
| Merck & Co., Inc. | MRK | 716 | $86.1K | 0.1% | $10.8K | Cut−$153.7K |
| Broadcom Inc. | AVGO | 101 | $31.2K | 0.0% | −$3.72K | Cut−$411.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.