Holders — by stockHoldings — by fund
Prosperity Planning, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001843292
$436.3M
disclosed book value
117
positions
12.1%
largest position share
Positions, as of 2026-06-30
top 100 of 117 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ISTBISHARES TR | 1.1M | $53.0M | 12.1% |
| 2 | EFAISHARES TR | 255,360 | $26.5M | 6.1% |
| 3 | VUGVANGUARD INDEX FDS | 295,226 | $25.4M | 5.8% |
| 4 | VTIPVANGUARD MALVERN FDS | 384,318 | $19.3M | 4.4% |
| 5 | AVDVAMERICAN CENTY ETF TR | 185,156 | $19.1M | 4.4% |
| 6 | DFAXDIMENSIONAL ETF TRUST | 472,299 | $17.4M | 4% |
| 7 | IGSBISHARES TR | 317,095 | $16.6M | 3.8% |
| 8 | GNMAISHARES TR | 340,879 | $15.1M | 3.5% |
| 9 | AVLCAMERICAN CENTY ETF TR | 151,352 | $13.6M | 3.1% |
| 10 | AVEMAMERICAN CENTY ETF TR | 139,840 | $13.5M | 3.1% |
| 11 | AVMVAMERICAN CENTY ETF TR | 157,113 | $12.7M | 2.9% |
| 12 | IVEISHARES TR | 52,845 | $12.0M | 2.8% |
| 13 | VOTVANGUARD INDEX FDS | 34,198 | $10.5M | 2.4% |
| 14 | AVUVAMERICAN CENTY ETF TR | 83,175 | $10.4M | 2.4% |
| 15 | VBRVANGUARD INDEX FDS | 41,134 | $10.0M | 2.3% |
| 16 | VOEVANGUARD INDEX FDS | 46,036 | $9.1M | 2.1% |
| 17 | AVLVAMERICAN CENTY ETF TR | 91,798 | $8.4M | 1.9% |
| 18 | AVUSAMERICAN CENTY ETF TR | 57,080 | $7.3M | 1.7% |
| 19 | VBKVANGUARD INDEX FDS | 18,831 | $6.9M | 1.6% |
| 20 | BSVVANGUARD BD INDEX FDS | 70,006 | $5.5M | 1.3% |
| 21 | CBRECBRE GROUP INC | 38,501 | $5.2M | 1.2% |
| 22 | USRTISHARES TR | 77,786 | $5.2M | 1.2% |
| 23 | IVLUISHARES TR | 122,191 | $5.1M | 1.2% |
| 24 | AVIVAMERICAN CENTY ETF TR | 64,160 | $5.0M | 1.1% |
| 25 | SPYSTATE STR SPDR S&P 500 ETF T | 5,927 | $4.4M | 1% |
| 26 | SUBISHARES TR | 37,536 | $4.0M | 0.9% |
| 27 | IWNISHARES TR | 17,945 | $4.0M | 0.9% |
| 28 | VTVVANGUARD INDEX FDS | 17,856 | $3.9M | 0.9% |
| 29 | IJJISHARES TR | 23,372 | $3.5M | 0.8% |
| 30 | AAPLAPPLE INC | 11,657 | $3.4M | 0.8% |
| 31 | DFACDIMENSIONAL ETF TRUST | 72,692 | $3.2M | 0.7% |
| 32 | AGGISHARES TR | 32,446 | $3.2M | 0.7% |
| 33 | SGOVISHARES TR | 28,309 | $2.8M | 0.7% |
| 34 | IVWISHARES TR | 19,803 | $2.7M | 0.6% |
| 35 | MUBISHARES TR | 23,787 | $2.6M | 0.6% |
| 36 | AVDEAMERICAN CENTY ETF TR | 28,436 | $2.5M | 0.6% |
| 37 | BNDVANGUARD BD INDEX FDS | 34,137 | $2.5M | 0.6% |
| 38 | SCZISHARES TR | 30,107 | $2.5M | 0.6% |
| 39 | VNQIVANGUARD INTL EQUITY INDEX F | 49,434 | $2.2M | 0.5% |
| 40 | EEMISHARES TR | 31,693 | $2.2M | 0.5% |
| 41 | IAGGISHARES TR | 42,633 | $2.2M | 0.5% |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,067 | $2.0M | 0.5% |
| 43 | ITOTISHARES TR | 11,102 | $1.8M | 0.4% |
| 44 | OREALTY INCOME CORP | 28,772 | $1.8M | 0.4% |
| 45 | IWDISHARES TR | 7,233 | $1.8M | 0.4% |
| 46 | VEAVANGUARD TAX-MANAGED FDS | 23,783 | $1.7M | 0.4% |
| 47 | TIPISHARES TR | 15,367 | $1.7M | 0.4% |
| 48 | STIPISHARES TR | 15,500 | $1.6M | 0.4% |
| 49 | DISVDIMENSIONAL ETF TRUST | 36,089 | $1.4M | 0.3% |
| 50 | VTEBVANGUARD MUN BD FDS | 26,799 | $1.4M | 0.3% |
| 51 | IVVISHARES TR | 1,648 | $1.2M | 0.3% |
| 52 | VMBSVANGUARD SCOTTSDALE FDS | 25,617 | $1.2M | 0.3% |
| 53 | IWOISHARES TR | 3,006 | $1.2M | 0.3% |
| 54 | VTIVANGUARD INDEX FDS | 3,126 | $1.2M | 0.3% |
| 55 | SPYGSPDR SERIES TRUST | 9,598 | $1.1M | 0.3% |
| 56 | IWFISHARES TR | 8,747 | $1.1M | 0.2% |
| 57 | DFIVDIMENSIONAL ETF TRUST | 19,384 | $1.0M | 0.2% |
| 58 | IWSISHARES TR | 6,086 | $1.0M | 0.2% |
| 59 | MDYSTATE STR SPDR S&P MIDCAP 40 | 1,404 | $987,489 | 0.2% |
| 60 | VWOVANGUARD INTL EQUITY INDEX F | 16,441 | $981,346 | 0.2% |
| 61 | IWVISHARES TR | 2,280 | $972,192 | 0.2% |
| 62 | SHMSPDR SERIES TRUST | 19,457 | $933,233 | 0.2% |
| 63 | VCSHVANGUARD SCOTTSDALE FDS | 10,777 | $851,706 | 0.2% |
| 64 | IBDTISHARES TR | 33,265 | $839,952 | 0.2% |
| 65 | IBDRISHARES TR | 33,867 | $820,604 | 0.2% |
| 66 | NWLNEWELL BRANDS INC | 129,776 | $796,825 | 0.2% |
| 67 | IJKISHARES TR | 6,686 | $785,605 | 0.2% |
| 68 | IBTIISHARES TR | 34,851 | $771,597 | 0.2% |
| 69 | VCITVANGUARD SCOTTSDALE FDS | 9,092 | $751,443 | 0.2% |
| 70 | QQQINVESCO QQQ TR | 991 | $729,753 | 0.2% |
| 71 | IBTGISHARES TR | 31,844 | $728,912 | 0.2% |
| 72 | COMTISHARES U S ETF TR | 23,925 | $726,598 | 0.2% |
| 73 | IBTHISHARES TR | 30,928 | $691,860 | 0.2% |
| 74 | VXUSVANGUARD STAR FDS | 7,533 | $643,957 | 0.1% |
| 75 | LLYELI LILLY & CO | 508 | $609,310 | 0.1% |
| 76 | IUSBISHARES TR | 13,174 | $607,980 | 0.1% |
| 77 | IBDSISHARES TR | 24,751 | $599,458 | 0.1% |
| 78 | IJHISHARES TR | 7,486 | $577,229 | 0.1% |
| 79 | DFAEDIMENSIONAL ETF TRUST | 12,784 | $514,045 | 0.1% |
| 80 | VSSVANGUARD INTL EQUITY INDEX F | 3,308 | $510,371 | 0.1% |
| 81 | FBTCFIDELITY WISE ORIGIN BITCOIN | 9,330 | $476,293 | 0.1% |
| 82 | IBDUISHARES TR | 20,007 | $463,363 | 0.1% |
| 83 | IBDVISHARES TR | 19,751 | $430,561 | 0.1% |
| 84 | VTVANGUARD INTL EQUITY INDEX F | 2,710 | $425,275 | 0.1% |
| 85 | DIASTATE STR SPDR DOW JONES IND | 794 | $414,778 | 0.1% |
| 86 | VVVANGUARD INDEX FDS | 1,192 | $409,941 | 0.1% |
| 87 | IJTISHARES TR | 2,238 | $399,707 | 0.1% |
| 88 | IBTJISHARES TR | 17,889 | $387,301 | 0.1% |
| 89 | VOVANGUARD INDEX FDS | 4,618 | $372,072 | 0.1% |
| 90 | IDXXIDEXX LABS INC | 700 | $368,508 | 0.1% |
| 91 | IWMISHARES TR | 1,188 | $357,047 | 0.1% |
| 92 | IBTLISHARES TR | 17,434 | $351,996 | 0.1% |
| 93 | IEMGISHARES INC | 3,904 | $323,400 | 0.1% |
| 94 | IFGLISHARES TR | 14,344 | $319,871 | 0.1% |
| 95 | IWPISHARES TR | 2,184 | $319,796 | 0.1% |
| 96 | EFVISHARES TR | 4,173 | $319,443 | 0.1% |
| 97 | VNQVANGUARD INDEX FDS | 3,304 | $318,605 | 0.1% |
| 98 | IBTKISHARES TR | 15,517 | $303,206 | 0.1% |
| 99 | GOOGLALPHABET INC | 838 | $299,476 | 0.1% |
| 100 | INDAISHARES TR | 5,858 | $289,327 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.