13F-HR filed by Prism Planning Partners LLC
Prism Planning Partners LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-23, with 35 holding rows worth $94,482,080.
- Accession
- 0002110534-26-000003
- Filer
- CIK 2110534
- Filed
- 2026-07-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A combination report, 48 entries on the cover page, a total value of $94,482,080 stated on the cover page (in dollars after the unit check, H1), rows summing to $94,482,080 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
- reports for this filerAQR CAPITAL MANAGEMENT LLC028-10120
- included managerPARAMETRIC PORTFOLIO ASSOCIATES LLC028-04558
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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 174,303 | $28,632,708 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 127,728 | $11,369,071 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 169,001 | $9,967,693 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 148,271 | $6,025,722 | dollars as filed | |
| EA SERIES TRUST | 02072L532 | BRID OMN SMA ETF | 203,141 | $5,929,624 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 53,754 | $5,539,397 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 106,528 | $5,086,721 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 78,204 | $3,928,210 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 52,411 | $2,831,269 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,826 | $1,685,692 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 16,806 | $1,377,056 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 12,340 | $1,359,251 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 20,830 | $1,145,850 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 5,578 | $1,116,157 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,345 | $797,247 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 8,977 | $739,203 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,794 | $669,232 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 4,638 | $637,864 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,727 | $617,178 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,294 | $577,299 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 9,033 | $447,602 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 763 | $429,801 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 4,252 | $352,242 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 16,692 | $345,514 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,044 | $341,835 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,703 | $335,671 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,343 | $304,942 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 597 | $298,733 | dollars as filed | |
| CORNING INC | 219350105 | COM | 1,119 | $285,827 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 3,692 | $258,071 | dollars as filed | |
| VTI | 922908769 | COM | 578 | $213,883 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 210 | $211,981 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,523 | $208,198 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 878 | $207,752 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 325 | $207,584 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002110534-26-000003 | this filing | 2026-07-23 | acceptance time not in the bulk data set |