§ 13F · FUND PROFILE
Prism Planning Partners LLC.
AUM · $94M (13F)Positions · 48Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$547K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 174K | $29M | 30.3% | +3% |
| 2 | IDEV | ISHARES TR | 128K | $11M | 12.0% | +3% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 169K | $10M | 10.5% | +5% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 148K | $6M | 6.4% | +1% |
| 5 | BSVO | EA SERIES TRUST | 203K | $6M | 6.3% | +2% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 54K | $6M | 5.9% | ±0% |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 107K | $5M | 5.4% | +4% |
| 8 | VTIP | VANGUARD MALVERN FDS | 78K | $4M | 4.2% | +3% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 52K | $3M | 3.0% | +7% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 17K | $1M | 1.5% | +20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRISM SIGNAL
AC read
Prism Planning Partners LLC is a Other fund managing $94 million in assets. The fund runs a portfolio of 48 positions.
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