Prosperity Planning, Inc. holds a focused book of 117 stocks worth $436.3M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Ishares Ibonds Dec 2031 Term and trimmed Dimensional World Ex US Core. Their largest long position is Ishares Core 1-5 Year Usd Bo at 12% of the equity book.
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Use Arkolith to show Prosperity Planning, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE 1 5 YR USD | $53.0M | 1.10M | 12.1% | ▲+7.9% Added · +80K sh | |
| 2 | Ishares TR MSCI EAFE ETF | $26.5M | 255.4K | 6.1% | ▲+2.3% Added · +6K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $25.4M | 295.2K | 5.8% | ▲+512% Added · +247K sh | |
| 4 | Vanguard Malvern FDS STRM INFPROIDX | $19.3M | 384.3K | 4.4% | ▲+7.5% Added · +27K sh | |
| 5 | American Centy ETF TR INTL SMCP VLU | $19.1M | 185.2K | 4.4% | ▲+2.0% Added · +4K sh | |
| 6 | Dimensional ETF Trust WORLD EX US CORE | $17.4M | 472.3K | 4.0% | ▼−3.4% Reduced · −16K sh | |
| 7 | Ishares TR ISHS 1-5YR INVS | $16.6M | 317.1K | 3.8% | ▲+8.2% Added · +24K sh | |
| 8 | Ishares TR GNMA BOND ETF | $15.1M | 340.9K | 3.5% | ▲+10% Added · +32K sh | |
| 9 | American Centy ETF TR AVANTIS US LARG | $13.6M | 151.4K | 3.1% | ▲+5.3% Added · +8K sh | |
| 10 | American Centy ETF TR AVANTIS EMGMKT | $13.5M | 139.8K | 3.1% | ▼−0.6% Reduced · −803 sh | |
| 11 | American Centy ETF TR AVAN US VALU ETF | $12.7M | 157.1K | 2.9% | ▲+7.8% Added · +11K sh | |
| 12 | Ishares TR S&P 500 VAL ETF | $12.0M | 52.8K | 2.8% | ▼−0.8% Reduced · −433 sh | |
| 13 | Vanguard Index FDS MCAP GR IDXVIP | $10.5M | 34.2K | 2.4% | ▲+2.5% Added · +833 sh | |
| 14 | American Centy ETF TR US SML CP VALU | $10.4M | 83.2K | 2.4% | ▲+4.4% Added · +4K sh | |
| 15 | Vanguard Index FDS SM CP VAL ETF | $10.0M | 41.1K | 2.3% | ▼−2.0% Reduced · −832 sh | |
| 16 | Vanguard Index FDS MCAP VL IDXVIP | $9.1M | 46.0K | 2.1% | ▼−1.5% Reduced · −704 sh | |
| 17 | American Centy ETF TR US LARGE CAP VLU | $8.4M | 91.8K | 1.9% | ▲+4.8% Added · +4K sh | |
| 18 | American Centy ETF TR US EQT ETF | $7.3M | 57.1K | 1.7% | ▲+2.2% Added · +1K sh | |
| 19 | Vanguard Index FDS SML CP GRW ETF | $6.9M | 18.8K | 1.6% | ▼−0.5% Reduced · −101 sh | |
| 20 | Vanguard BD Index FDS SHORT TRM BOND | $5.5M | 70.0K | 1.3% | ▼−0.1% Reduced · −99 sh | |
| 21 | Cbre Group Inc CL A | $5.2M | 38.5K | 1.2% | ▲+5.7% Added · +2K sh | |
| 22 | Ishares TR CRE U S REIT ETF | $5.2M | 77.8K | 1.2% | ▲+0.8% Added · +625 sh | |
| 23 | Ishares TR MSCI INTL VLU FT | $5.1M | 122.2K | 1.2% | ▼−3.1% Reduced · −4K sh | |
| 24 | American Centy ETF TR INTERNATIONAL LR | $5.0M | 64.2K | 1.1% | ▲+6.4% Added · +4K sh | |
| 25 | State STR SPDR S&P 500 ETF T TR UNIT | $4.4M | 5.9K | 1.0% | ▼−2.8% Reduced · −170 sh | |
| 26 | Ishares TR SHRT NAT MUN ETF | $4.0M | 37.5K | 0.9% | ▲+0.7% Added · +261 sh | |
| 27 | Ishares TR RUS 2000 VAL ETF | $4.0M | 17.9K | 0.9% | ▼−2.6% Reduced · −476 sh | |
| 28 | Vanguard Index FDS VALUE ETF | $3.9M | 17.9K | 0.9% | ▼−1.6% Reduced · −296 sh | |
| 29 | Ishares TR S&P MC 400VL ETF | $3.5M | 23.4K | 0.8% | ▼−1.2% Reduced · −283 sh | |
| 30 | Apple Inc COM | $3.4M | 11.7K | 0.8% | ▲+9.3% Added · +987 sh | |
| 31 | Dimensional ETF Trust US COR EQU 2 ETF | $3.2M | 72.7K | 0.7% | ▼−2.3% Reduced · −2K sh | |
| 32 | Ishares TR CORE US AGGBD ET | $3.2M | 32.4K | 0.7% | ▲+3.8% Added · +1K sh | |
| 33 | Ishares TR 0-3 MTH TREASURY | $2.8M | 28.3K | 0.7% | ▼−2.7% Reduced · −800 sh | |
| 34 | Ishares TR S&P 500 GRWT ETF | $2.7M | 19.8K | 0.6% | ▼−1.7% Reduced · −339 sh | |
| 35 | Ishares TR NATIONAL MUN ETF | $2.6M | 23.8K | 0.6% | ▲+0.4% Added · +106 sh | |
| 36 | American Centy ETF TR INTL EQT ETF | $2.5M | 28.4K | 0.6% | ▲+1.8% Added · +501 sh | |
| 37 | Vanguard BD Index FDS TOTAL BND MRKT | $2.5M | 34.1K | 0.6% | ▲~0% Added · +4 sh | |
| 38 | Ishares TR EAFE SML CP ETF | $2.5M | 30.1K | 0.6% | ▼−1.3% Reduced · −396 sh | |
| 39 | Vanguard Intl Equity Index F GLB EX US ETF | $2.2M | 49.4K | 0.5% | ▲+2.9% Added · +1K sh | |
| 40 | Ishares TR MSCI EMG MKT ETF | $2.2M | 31.7K | 0.5% | ▼−2.8% Reduced · −901 sh | |
| 41 | Ishares TR CORE INTL AGGR | $2.2M | 42.6K | 0.5% | ▼−5.0% Reduced · −2K sh | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $2.0M | 4.1K | 0.5% | ▲+0.3% Added · +11 sh | |
| 43 | Ishares TR CORE S&P TTL STK | $1.8M | 11.1K | 0.4% | ▼−14% Reduced · −2K sh | |
| 44 | Realty Income Corp COM | $1.8M | 28.8K | 0.4% | ▲+19% Added · +5K sh | |
| 45 | Ishares TR RUS 1000 VAL ETF | $1.8M | 7.2K | 0.4% | ▼−5.6% Reduced · −429 sh | |
| 46 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.7M | 23.8K | 0.4% | ▼−2.2% Reduced · −544 sh | |
| 47 | Ishares TR TIPS BD ETF | $1.7M | 15.4K | 0.4% | ▼−2.3% Reduced · −363 sh | |
| 48 | Ishares TR 0-5 YR TIPS ETF | $1.6M | 15.5K | 0.4% | ▼−1.0% Reduced · −159 sh | |
| 49 | Dimensional ETF Trust INTL SMALL CAP V | $1.4M | 36.1K | 0.3% | ▼−11% Reduced · −4K sh | |
| 50 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.4M | 26.8K | 0.3% | ▼−1.1% Reduced · −286 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 117 | $436.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 110 | $394.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 108 | $382.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 109 | $370.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 106 | $346.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 104 | $319.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 103 | $312.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 104 | $315.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.