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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 2026-03-31, filed 2026-05-12, with 42 holding rows worth $84,547,153.

Accession
0002110534-26-000002
Filer
CIK 2110534
Filed
2026-05-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A combination report, 64 entries on the cover page, a total value of $84,547,153 stated on the cover page (in dollars after the unit check, H1), rows summing to $84,547,153 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 ETF464287150SHS169,014$24,072,702dollars as filed
ISHARES TR46435G326CORE MSCI INTL123,615$10,330,500dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS160,992$9,587,081dollars as filed
Avantis International Small Cap Val ETF025072802SHS53,637$5,356,143dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO147,091$5,082,010dollars as filed
EA SERIES TRUST02072L532BRID OMN SMA ETF199,698$5,066,338dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF102,287$4,897,500dollars as filed
VANGUARD MALVERN FDS922020805SHS76,175$3,804,964dollars as filed
Dimensional International Value ETF25434V807SHS48,995$2,585,970dollars as filed
Apple Inc037833100COM5,770$1,464,264dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS12,340$1,261,765dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF13,997$992,545dollars as filed
NVIDIA Corp67066G104COM5,651$985,583dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE16,545$801,789dollars as filed
Microsoft Corp594918104COM1,781$659,307dollars as filed
Amazon.com, Inc023135106COM2,926$609,398dollars as filed
iShares S&P 500 Growth ETF464287309SHS4,999$565,437dollars as filed
AbbVie,Inc.00287Y109COM2,322$505,012dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,728$496,903dollars as filed
Dimensional US Small Cap ETF25434V500COM6,875$488,988dollars as filed
META PLATFORMS INC CL A30303M102COM760$434,830dollars as filed
ISHARES TR46434V456MSCI INTL QUALTY9,006$416,338dollars as filed
AT&T Inc00206R102COM13,914$403,367dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS4,481$312,523dollars as filed
JPMorgan Chase & Co46625H100COM1,044$307,196dollars as filed
iShares S&P 500 Value ETF464287408SHS1,401$295,821dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK676$288,174dollars as filed
Berkshire Hathaway Inc084670702COM599$287,041dollars as filed
EXXON MOBIL CORP30231G102COM1,392$236,135dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU3,732$233,063dollars as filed
Verizon Communications Inc92343V104COM4,554$228,611dollars as filed
Walmart Inc.931142103COM1,743$216,654dollars as filed
Goldman Sachs Group,Inc.38141G104COM210$177,318dollars as filed
Walt Disney Co254687106COM1,750$168,665dollars as filed
CORNING INC219350105COM1,119$152,151dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM506$145,177dollars as filed
Home Depot, Inc437076102COM415$136,635dollars as filed
Chevron Corporation166764100COM659$136,296dollars as filed
Eli Lilly and Company532457108COM131$120,490dollars as filed
General Electric Company369604301COM420$119,120dollars as filed
Merck & Co.,Inc.58933Y105COM716$86,114dollars as filed
Broadcom Inc.11135F101COM101$31,235dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002110534-26-000002this filing2026-05-12acceptance time not in the bulk data set