Investor

Prosperity Planning, Inc.

CIK 0001843292 · filed 2026-01-14 · SEC filing

Q1 2026 Q4 2025

13F book

$382.3M

Positions

108

Largest name

12.3%

Ishares Tr

Est. mark

—

Need a prior quarter to estimate

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Ishares Tr	—	965.6K	$47.1M	12.3%	—	Held
Ishares Tr	—	241.4K	$23.2M	6.1%	—	Held
Vanguard Growth Etf	—	46.7K	$22.8M	6.0%	—	Held
American Centy Etf Tr	—	178.9K	$16.8M	4.4%	—	Held
Dimensional Etf Trust	—	512.5K	$16.8M	4.4%	—	Held
Vanguard Malvern Fds	—	336.4K	$16.6M	4.4%	—	Held
Ishares Tr	—	275.2K	$14.6M	3.8%	—	Held
Ishares Tr	—	286.4K	$12.8M	3.3%	—	Held
Ishares Tr	—	54.2K	$11.5M	3.0%	—	Held
American Centy Etf Tr	—	138K	$10.6M	2.8%	—	Held
American Centy Etf Tr	—	130.8K	$10.3M	2.7%	—	Held
American Centy Etf Tr	—	132.7K	$9.45M	2.5%	—	Held
Vanguard Index Fds	—	32.4K	$9.04M	2.4%	—	Held
Vanguard Index Fds	—	42.3K	$8.97M	2.3%	—	Held
Vanguard Index Fds	—	48.4K	$8.58M	2.2%	—	Held
American Centy Etf Tr	—	74.7K	$7.62M	2.0%	—	Held
American Centy Etf Tr	—	81.6K	$6.18M	1.6%	—	Held
American Centy Etf Tr	—	51.6K	$5.77M	1.5%	—	Held
Vanguard Index Fds	—	18.5K	$5.59M	1.5%	—	Held
Vanguard Bd Index Fds	—	69.9K	$5.51M	1.4%	—	Held
Ishares Tr	—	132.6K	$5.05M	1.3%	—	Held
Cbre Group, Inc.	CBRE	31.2K	$5.02M	1.3%	—	Held
Ishares Tr	—	75.1K	$4.28M	1.1%	—	Held
Spdr S&P 500 Etf Tr	—	6K	$4.09M	1.1%	—	Held
Ishares Tr	—	37.5K	$4.01M	1.0%	—	Held
American Centy Etf Tr	—	56.1K	$3.99M	1.0%	—	Held
Vanguard Index Fds	—	18.6K	$3.55M	0.9%	—	Held
Ishares Tr	—	18.7K	$3.4M	0.9%	—	Held
Ishares Tr	—	23.8K	$3.14M	0.8%	—	Held
Dimensional Etf Trust	—	74.6K	$2.95M	0.8%	—	Held
Ishares Tr	—	29.5K	$2.94M	0.8%	—	Held
Apple Inc.	AAPL	10.3K	$2.81M	0.7%	—	Held
Ishares 0-3 Month	—	27.6K	$2.77M	0.7%	—	Held
Ishares Tr	—	23.4K	$2.51M	0.7%	—	Held
Vanguard Bd Index Fds	—	33.8K	$2.5M	0.7%	—	Held
Ishares Tr	—	20.3K	$2.5M	0.7%	—	Held
Ishares Tr	—	31.4K	$2.44M	0.6%	—	Held
Ishares Tr	—	44.5K	$2.23M	0.6%	—	Held
American Centy Etf Tr	—	26.7K	$2.2M	0.6%	—	Held
Vanguard Intl Equity Index F	—	47.1K	$2.16M	0.6%	—	Held
Berkshire Hathaway Inc Del	—	4.06K	$2.04M	0.5%	—	Held
Ishares Tr	—	13K	$1.94M	0.5%	—	Held
Ishares Tr	—	8.6K	$1.81M	0.5%	—	Held
Ishares Tr	—	32.8K	$1.79M	0.5%	—	Held
Ishares Tr	—	15.7K	$1.73M	0.5%	—	Held
Ishares Tr	—	15.7K	$1.61M	0.4%	—	Held
Dimensional Etf Trust	—	41.9K	$1.59M	0.4%	—	Held
Vanguard Tax-Managed Fds	—	23.7K	$1.48M	0.4%	—	Held
Vanguard Mun Bd Fds	—	27.5K	$1.38M	0.4%	—	Held
Realty Income Corp	O	24.3K	$1.37M	0.4%	—	Held
Vanguard Scottsdale Fds	—	25.8K	$1.21M	0.3%	—	Held
Dimensional Etf Trust	—	22.4K	$1.12M	0.3%	—	Held
Spdr Series Trust	—	22.3K	$1.07M	0.3%	—	Held
Ishares Tr	—	43.3K	$1.05M	0.3%	—	Held
Spdr Series Trust	—	9.72K	$1.04M	0.3%	—	Held
Ishares Tr	—	2.19K	$1.04M	0.3%	—	Held
Vanguard Index Fds	—	3.04K	$1.02M	0.3%	—	Held
Ishares Tr	—	3.15K	$1.02M	0.3%	—	Held
Spdr S&P Midcap 400 Etf Tr	—	1.5K	$903.1K	0.2%	—	Held
Ishares Tr	—	2.28K	$882K	0.2%	—	Held
Ishares Tr	—	6.11K	$862.2K	0.2%	—	Held
Vanguard Scottsdale Fds	—	10.7K	$850.2K	0.2%	—	Held
Ishares Tr	—	33.3K	$846.8K	0.2%	—	Held
Vanguard Intl Equity Index F	—	15.1K	$811.9K	0.2%	—	Held
Vanguard Scottsdale Fds	—	8.91K	$746.6K	0.2%	—	Held
Fidelity Wise Origin Bitcoin	—	9.3K	$708.9K	0.2%	—	Held
Ishares Tr	—	6.94K	$672.7K	0.2%	—	Held
Ishares Tr	—	908	$621.9K	0.2%	—	Held
Ishares Tr	—	25.4K	$615.9K	0.2%	—	Held
Ishares U S Etf Tr	—	24.5K	$610.2K	0.2%	—	Held
Tyler Technologies Inc	TYL	1.33K	$605.6K	0.2%	—	Held
Vanguard Star Fds	—	7.8K	$588.2K	0.2%	—	Held
Ishares Tr	—	8.82K	$582K	0.2%	—	Held
Vanguard Intl Equity Index F	—	3.47K	$496.9K	0.1%	—	Held
Ishares Tr	—	6.82K	$487K	0.1%	—	Held
Ishares Tr	—	20.7K	$485.6K	0.1%	—	Held
Ishares Tr	—	10.2K	$476.9K	0.1%	—	Held
Eli Lilly & Co	LLY	442	$475K	0.1%	—	Held
Idexx Labs Inc	—	700	$473.6K	0.1%	—	Held
Dimensional Etf Trust	—	13.9K	$454K	0.1%	—	Held
Ishares Tr	—	20.5K	$452.8K	0.1%	—	Held
Ishares Tr	—	18.5K	$412.9K	0.1%	—	Held
Vanguard Index Fds	—	1.25K	$394.8K	0.1%	—	Held
Spdr Dow Jones Indl Average	—	794	$381.6K	0.1%	—	Held
Vanguard Intl Equity Index F	—	2.68K	$378.6K	0.1%	—	Held
Newell Brands Inc.	NWL	99.4K	$369.6K	0.1%	—	Held
Ishares Tr	—	1.43K	$350.9K	0.1%	—	Held
Ishares Tr	—	14.9K	$343K	0.1%	—	Held
Ishares Tr	—	15.6K	$341.9K	0.1%	—	Held
Vanguard Index Fds	—	1.16K	$337.5K	0.1%	—	Held
Ishares Tr	—	2.32K	$327.4K	0.1%	—	Held
Ishares Inc	—	4.84K	$325.1K	0.1%	—	Held
Ishares Tr	—	2.36K	$323.4K	0.1%	—	Held
Ishares Tr	—	5.86K	$316.6K	0.1%	—	Held
Blackrock Etf Trust	—	5.12K	$311.3K	0.1%	—	Held
Ishares Tr	—	15.5K	$307.9K	0.1%	—	Held
Vanguard Index Fds	—	3.3K	$292.4K	0.1%	—	Held
Ishares Tr	—	12.4K	$279.4K	0.1%	—	Held
Ishares Tr	—	12.2K	$278.7K	0.1%	—	Held
Vanguard Whitehall Fds	—	1.86K	$267.3K	0.1%	—	Held
Ishares Tr	—	1.33K	$264.2K	0.1%	—	Held
Lowes Cos Inc	—	986	$237.8K	0.1%	—	Held
Ishares Tr	—	4.42K	$234K	0.1%	—	Held
Fidelity Covington Trust	—	6.43K	$220K	0.1%	—	Held
Ishares Tr	—	625	$214.4K	0.1%	—	Held
Ishares Tr	—	3.89K	$204.8K	0.1%	—	Held
Spdr Series Trust	—	7.83K	$203.1K	0.1%	—	Held
Ishares Tr	—	2.25K	$201.2K	0.1%	—	Held

Positions as of Q4 2025. 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.