13F Insight
DOSSIER · 13F-HR · Q3 2026

Prosperity Planning, Inc.

$451M in tracked AUM across 119 positions as of Q3 2026.

PP
CIK 0001843292 · last filed Sep 30, 2026
Total AUM
$451M
as of Q3 2026
Holdings
119
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Prosperity Planning, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ISTB
ISHARES TR
$55M1.2M12.2%02
VUG
VANGUARD INDEX FDS
$27M304K6.1%03
EFA
ISHARES TR
$27M261K6.0%04
AVDV
AMERICAN CENTY ETF TR
$21M193K4.7%05
VTIP
VANGUARD MALVERN FDS
$20M412K4.5%06
IGSB
ISHARES TR
$17M342K3.9%07
DFAX
DIMENSIONAL ETF TRUST
$17M455K3.7%08
GNMA
ISHARES TR
$15M367K3.4%09
AVLC
AMERICAN CENTY ETF TR
$15M162K3.3%10
AVEM
AMERICAN CENTY ETF TR
$14M146K3.0%

Filing history

2026Q3Sep 30
$451M▲ 3.3%
119 positionsView →2026Q2Jun 30
$436M▲ 10.6%
117 positionsView →2026Q1Mar 31
$395M▲ 3.2%
110 positionsView →2025Q4Dec 31
$382M▲ 3.1%
108 positionsView →2025Q3Sep 30
$371M▲ 6.9%
109 positionsLocked2025Q2Jun 30
$347M▲ 8.5%
106 positionsLocked2025Q1Mar 31
$319M▲ 2.4%
104 positionsLocked2024Q4Dec 31
$312M▼ 1.1%
103 positionsLocked2024Q3Sep 30
$316M▲ 7.9%
104 positionsLocked2024Q2Jun 30
$293M▲ 1.3%
102 positionsLocked2024Q1Mar 31
$289M▲ 8.1%
94 positionsLocked2023Q4Dec 31
$267M▲ 11.6%
93 positionsLocked
Showing 12 of 24