§ 13F · FUND PROFILE
Prism Planning Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 94Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$89.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 162K | $24.1T | 27.0% | NEW |
| 2 | IDEV | ISHARES TR | 122K | $10.0T | 11.3% | NEW |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 144K | $8.7T | 9.7% | NEW |
| 4 | AVDV | AMERICAN CENTY ETF TR | 52K | $4.9T | 5.5% | NEW |
| 5 | DFEM | DIMENSIONAL ETF TRUST | 142K | $4.7T | 5.3% | NEW |
| 6 | BSVO | EA SERIES TRUST | 192K | $4.5T | 5.0% | NEW |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 92K | $4.4T | 5.0% | NEW |
| 8 | VTIP | VANGUARD MALVERN FDS | 69K | $3.4T | 3.8% | NEW |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 50K | $2.5T | 2.8% | NEW |
| 10 | IUSV | ISHARES TR | 12K | $1.3T | 1.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRISM SIGNAL
AC read
Prism Planning Partners LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed