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Disclosery

13F-HR filed by Prism Planning Partners LLC

Prism Planning Partners LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-11, with 45 holding rows worth $89,128,821.

Accession
0002110534-26-000001
Filer
CIK 2110534
Filed
2026-02-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 94 entries on the cover page, a total value of $89,128,821 stated on the cover page (in dollars after the unit check, H1), rows summing to $89,128,821 with VALUE read as dollars as filed, 13F file number 028-26226. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares Core S&P Total U.S. Stock Market ETF464287150SHS162,034$24,092,874dollars as filed
ISHARES TR46435G326CORE MSCI INTL121,702$10,037,975dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS144,443$8,656,470dollars as filed
Avantis International Small Cap Val ETF025072802SHS52,339$4,918,329dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO142,474$4,713,037dollars as filed
EA SERIES TRUST02072L532BRID OMN SMA ETF191,982$4,473,181dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF92,463$4,433,597dollars as filed
VANGUARD MALVERN FDS922020805SHS68,754$3,400,595dollars as filed
Dimensional International Value ETF25434V807SHS49,549$2,472,514dollars as filed
NVIDIA Corp67066G104COM12,691$2,366,924dollars as filed
Apple Inc037833100COM7,884$2,143,232dollars as filed
Microsoft Corp594918104COM3,488$1,686,911dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS12,340$1,265,344dollars as filed
Amazon.com, Inc023135106COM5,225$1,206,034dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF13,996$1,038,108dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,212$1,005,356dollars as filed
META PLATFORMS INC CL A30303M102COM1,287$849,549dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE16,868$785,897dollars as filed
iShares S&P 500 Growth ETF464287309SHS5,113$630,228dollars as filed
AbbVie,Inc.00287Y109COM2,687$613,953dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,738$545,414dollars as filed
JPMorgan Chase & Co46625H100COM1,659$534,665dollars as filed
Berkshire Hathaway Inc084670702COM1,063$534,317dollars as filed
Dimensional US Small Cap ETF25434V500COM7,294$508,172dollars as filed
Broadcom Inc.11135F101COM1,280$442,980dollars as filed
AT&T Inc00206R102COM16,822$417,858dollars as filed
ISHARES TR46434V456MSCI INTL QUALTY9,006$409,313dollars as filed
Walmart Inc.931142103COM3,556$396,204dollars as filed
Eli Lilly and Company532457108COM319$342,823dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK688$325,550dollars as filed
Goldman Sachs Group,Inc.38141G104COM356$312,571dollars as filed
Tesla Motors, Inc88160R101COM688$309,407dollars as filed
APPLOVIN CORP COM CL A03831W108Stock456$307,262dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS4,506$302,868dollars as filed
EXXON MOBIL CORP30231G102COM2,482$298,661dollars as filed
Walt Disney Co254687106COM2,386$271,455dollars as filed
iShares S&P 500 Value ETF464287408SHS1,189$252,151dollars as filed
General Electric Company369604301COM810$249,436dollars as filed
Oracle Corporation68389X105COM1,272$247,925dollars as filed
Home Depot, Inc437076102COM715$246,183dollars as filed
Merck & Co.,Inc.58933Y105COM2,278$239,770dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU3,732$222,203dollars as filed
Verizon Communications Inc92343V104COM5,379$219,087dollars as filed
Chevron Corporation166764100COM1,326$202,059dollars as filed
MasterCard, Inc57636Q104COM351$200,379dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002110534-26-000001this filing2026-02-11acceptance time not in the bulk data set