What does Prosperity Planning, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Prosperity Planning, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$49M1.0M12.5%

ISHARES TR

$24M250K6.1%

VANGUARD INDEX FDS

$21M48K5.3%

AMERICAN CENTY ETF TR

$18M182K4.6%

VANGUARD MALVERN FDS

$18M357K4.5%

DIMENSIONAL ETF TRUST

$17M489K4.2%

ISHARES TR

$15M293K3.9%

ISHARES TR

$14M309K3.5%

AMERICAN CENTY ETF TR

$11M141K2.9%

ISHARES TR

$11M53K2.9%

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