Prism Planning Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Prism Planning Partners LLC reported 45 stock positions worth $89.1 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 27.0% of the portfolio, followed by iShares Core MSCI Dev MKTS (IDEV, 11.3%) and Vanguard Intermediate-Term T (VGIT, 9.7%).
- Most Recent 13F
- Q2 2026
- Location
- LIBERTYVILLE, IL
- CIK
- 0002110534
- Portfolio Value
- $89.1M (Q4 2025)
- SEC Filing
- 0002110534-26-000001 ↗ filed Feb 11, 2026
Holdings Value
Holdings 45 stocks · $89.1M
| ITOT iShares Core S&P Total U.S. | 27.03% | 162,034 | $24.1M | — |
| IDEV iShares Core MSCI Dev MKTS | 11.26% | 121,702 | $10.0M | — |
| VGIT Vanguard Intermediate-Term T | 9.71% | 144,443 | $8.7M | — |
| AVDV Avantis Intl S/C Value ETF | 5.52% | 52,339 | $4.9M | — |
| DFEM Dimensional Emrg MRKT Core | 5.29% | 142,474 | $4.7M | — |
| BSVO EA Bridgeway Omni Sm-Cp Val | 5.02% | 191,982 | $4.5M | — |
| DFSD Dimensional Short Duration | 4.97% | 92,463 | $4.4M | — |
| VTIP Vanguard Short-Term Tips | 3.82% | 68,754 | $3.4M | — |
| DFIV Dimensional International Va | 2.77% | 49,549 | $2.5M | — |
| NVDA Nvidia Corp. | 2.66% | 12,691 | $2.4M | — |
| AAPL Apple Inc. | 2.40% | 7,884 | $2.1M | — |
| MSFT Microsoft Corp. | 1.89% | 3,488 | $1.7M | — |
| IUSV iShares Core S&P U.S. Value | 1.42% | 12,340 | $1.3M | — |
| AMZN Amazon.com Inc. | 1.35% | 5,225 | $1.2M | — |
| DFUS Dimensional US Eq MKT ETF | 1.16% | 13,996 | $1.0M | — |
| GOOGL Alphabet Inc. Class A | 1.13% | 3,212 | $1.0M | — |
| META Meta Platforms Inc. Class A | 0.95% | 1,287 | $850K | — |
| DFUV Dimensional US Marketwide Va | 0.88% | 16,868 | $786K | — |
| IVW iShares S&P 500 Growth ETF | 0.71% | 5,113 | $630K | — |
| ABBV Abbvie Inc. | 0.69% | 2,687 | $614K | — |
| GOOG Alphabet Inc. Class C | 0.61% | 1,738 | $545K | — |
| JPM JPMorgan Chase & Co. | 0.60% | 1,659 | $535K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 1,063 | $534K | — |
| DFAS Dimensional US Small Cap ETF | 0.57% | 7,294 | $508K | — |
| AVGO Broadcom Inc. | 0.50% | 1,280 | $443K | — |
| T AT&T Inc. | 0.47% | 16,822 | $418K | — |
| IQLT iShares MSCI International Q | 0.46% | 9,006 | $409K | — |
| WMT Walmart Inc. | 0.44% | 3,556 | $396K | — |
| LLY Eli Lilly & Co. | 0.38% | 319 | $343K | — |
| IWF iShares Russell 1000 Growth | 0.37% | 688 | $326K | — |
| GS Goldman Sachs Group Inc. | 0.35% | 356 | $313K | — |
| TSLA Tesla Inc. | 0.35% | 688 | $309K | — |
| APP AppLovin Corp. Class A | 0.34% | 456 | $307K | — |
| IEMG iShares Core MSCI Emerging | 0.34% | 4,506 | $303K | — |
| XOM Exxon Mobil Corp. | 0.34% | 2,482 | $299K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 2,386 | $271K | — |
| IVE iShares S&P 500 Value ETF | 0.28% | 1,189 | $252K | — |
| GE General Electric filed as GE AEROSPACE | 0.28% | 810 | $249K | — |
| ORCL Oracle Corp. | 0.28% | 1,272 | $248K | — |
| HD Home Depot Inc. | 0.28% | 715 | $246K | — |
| MRK Merck & Co. Inc. | 0.27% | 2,278 | $240K | — |
| DFAT Dimensional US Target Value | 0.25% | 3,732 | $222K | — |
| VZ Verizon Communications Inc. | 0.25% | 5,379 | $219K | — |
| CVX Chevron Corp. | 0.23% | 1,326 | $202K | — |
| MA Mastercard Inc. Class A | 0.22% | 351 | $200K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.