Prism Planning Partners LLC: 13F holdings
CIK 21105342026Q2
| Positions | 35 |
|---|
| Reported value | $94.5m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 35 (-7 vs prior quarter) |
|---|
| Reported value | $94.5m (+11.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 174,303 | $28.6m | 30.3% |
| VGK ISHARES TR | 127,728 | $11.4m | 12.0% |
| VGIT VANGUARD SCOTTSDALE FDS | 169,001 | $10.0m | 10.5% |
| DFEM DIMENSIONAL ETF TRUST | 148,271 | $6.0m | 6.4% |
| BSVO EA SERIES TRUST | 203,141 | $5.9m | 6.3% |
| AVDV AMERICAN CENTY ETF TR | 53,754 | $5.5m | 5.9% |
| DFSD DIMENSIONAL ETF TRUST | 106,528 | $5.1m | 5.4% |
| VTIP VANGUARD MALVERN FDS | 78,204 | $3.9m | 4.2% |
| DFIV DIMENSIONAL ETF TRUST | 52,411 | $2.8m | 3.0% |
| AAPL APPLE INC | 5,826 | $1.7m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110534")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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