13F Insight
DOSSIER · 13F-HR · Q2 2026

Prosperity Planning, Inc.

$436M in tracked AUM across 117 positions as of Q2 2026.

PP
CIK 0001843292 · last filed Jun 30, 2026
Total AUM
$436M
as of Q2 2026
Holdings
117
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Prosperity Planning, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ISTB
ISHARES TR
$53M1.1M12.1%02
EFA
ISHARES TR
$27M255K6.1%03
VUG
VANGUARD INDEX FDS
$25M295K5.8%04
VTIP
VANGUARD MALVERN FDS
$19M384K4.4%05
AVDV
AMERICAN CENTY ETF TR
$19M185K4.4%06
DFAX
DIMENSIONAL ETF TRUST
$17M472K4.0%07
IGSB
ISHARES TR
$17M317K3.8%08
GNMA
ISHARES TR
$15M341K3.5%09
AVLC
AMERICAN CENTY ETF TR
$14M151K3.1%10
AVEM
AMERICAN CENTY ETF TR
$13M140K3.1%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$239M▼ 1.2%
87 positionsLocked
Showing 12 of 23