Prosperity Planning, Inc.

Name: Prosperity Planning, Inc. 13F Holdings
Creator: 13F Insight

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

CIK 0001843292 · last filed Sep 30, 2026

Total AUM

$451M

as of Q3 2026

Holdings

119

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positions

Whale Score

tracked

Activity

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no data

changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

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