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The Analysis of Prism Planning Partners LLC's Holdings & P&L

Currently, Prism Planning Partners LLC holds 42 types of securities in its portfolio with a total value $84.5M. In the most recent quarter, they have increased their positions in ITOT (+7.0K shares, valued at $994.2K), VGIT (+16.5K shares, valued at $985.5K), DFSD (+9.8K shares, valued at $470.4K); decreased their positions in NVDA (-7.0K shares, valued at $1.2M), MSFT (-1.7K shares, valued at $631.9K), AAPL (-2.1K shares, valued at $536.5K); initiated new positions in GLW (+1.1K shares, valued at $152.2K).

1M P&L

-916.0K-1.01%

3M P&L

+658.7K+0.74%

HY P&L

+3.6M+4.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A76.4M

91.7%

2Consumer Electronics1.5M

1.8%

3Semiconductors985.6K

1.2%

Top Industries by Stock Count

1N/A19 stocks

52.8%

2Oil & Gas Integrated2 stocks

5.6%

3Drug Manufacturers - General2 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR169.0K shares4.31%2026-03-312026-05-12

IDEV ISHARES TR123.6K shares1.57%2026-03-312026-05-12

VGIT VANGUARD SCOTTSDALE FDS161.0K shares11.46%2026-03-312026-05-12

AVDV AMERICAN CENTY ETF TR53.6K shares2.48%2026-03-312026-05-12

DFEM DIMENSIONAL ETF TRUST147.1K shares3.24%2026-03-312026-05-12

BSVO EA SERIES TRUST199.7K shares4.02%2026-03-312026-05-12

DFSD DIMENSIONAL ETF TRUST102.3K shares10.62%2026-03-312026-05-12

VTIP VANGUARD MALVERN FDS76.2K shares10.79%2026-03-312026-05-12

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DFIV DIMENSIONAL ETF TRUST49.0K shares-1.12%2026-03-312026-05-12

AAPL APPLE INC5.8K shares-26.81%2026-03-312026-05-12

IUSV ISHARES TR12.3K shares0.00%2026-03-312026-05-12

DFUS DIMENSIONAL ETF TRUST14.0K shares0.01%2026-03-312026-05-12

NVDA NVIDIA CORPORATION5.7K shares-55.47%2026-03-312026-05-12

DFUV DIMENSIONAL ETF TRUST16.5K shares-1.91%2026-03-312026-05-12

MSFT MICROSOFT CORP1.8K shares-48.94%2026-03-312026-05-12

AMZN AMAZON COM INC2.9K shares-44.00%2026-03-312026-05-12

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IVW ISHARES TR5.0K shares-2.23%2026-03-312026-05-12

ABBV ABBVIE INC2.3K shares-13.58%2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.7K shares-46.20%2026-03-312026-05-12

DFAS DIMENSIONAL ETF TRUST6.9K shares-5.74%2026-03-312026-05-12

META META PLATFORMS INC760 shares-40.95%2026-03-312026-05-12

IQLT ISHARES TR9.0K shares0.00%2026-03-312026-05-12

T AT&T INC13.9K shares-17.29%2026-03-312026-05-12

IEMG ISHARES INC4.5K shares-0.55%2026-03-312026-05-12

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JPM JPMORGAN CHASE & CO1.0K shares-37.07%2026-03-312026-05-12

IVE ISHARES TR1.4K shares17.83%2026-03-312026-05-12

IWF ISHARES TR676 shares-1.74%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL599 shares-43.65%2026-03-312026-05-12

XOM EXXON MOBIL CORP1.4K shares-43.92%2026-03-312026-05-12

DFAT DIMENSIONAL ETF TRUST3.7K shares0.00%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC4.6K shares-15.34%2026-03-312026-05-12

WMT WALMART INC1.7K shares-50.98%2026-03-312026-05-12

Sponsored

GS GOLDMAN SACHS GROUP INC210 shares-41.01%2026-03-312026-05-12

DIS DISNEY WALT CO1.8K shares-26.66%2026-03-312026-05-12

GLW CORNING INC1.1K sharesnew addition2026-03-312026-05-12

ALPHABET INC ALPHABET INC506 shares-70.89%2026-03-312026-05-12

HD HOME DEPOT INC415 shares-41.96%2026-03-312026-05-12

CVX CHEVRON CORPORATION659 shares-50.30%2026-03-312026-05-12

LLY ELI LILLY & CO131 shares-58.93%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE420 shares-48.15%2026-03-312026-05-12

Sponsored

MERCK & CO INC MERCK & CO INC716 shares-68.57%2026-03-312026-05-12

BROADCOM INC BROADCOM INC101 shares-92.11%2026-03-312026-05-12

ITOT

ISHARES TR

4.31%

Shares169.0K

Event2026-03-31

Filed2026-05-12

IDEV

ISHARES TR

1.57%

Shares123.6K

Event2026-03-31

Filed2026-05-12

VGIT

VANGUARD SCOTTSDALE FDS

11.46%

Shares161.0K

Event2026-03-31

Filed2026-05-12

AVDV

AMERICAN CENTY ETF TR

2.48%

Shares53.6K

Event2026-03-31

Filed2026-05-12

DFEM

DIMENSIONAL ETF TRUST

3.24%

Shares147.1K

Event2026-03-31

Filed2026-05-12

BSVO

EA SERIES TRUST

4.02%

Shares199.7K

Event2026-03-31

Filed2026-05-12

DFSD

DIMENSIONAL ETF TRUST

10.62%

Shares102.3K

Event2026-03-31

Filed2026-05-12

VTIP

VANGUARD MALVERN FDS

10.79%

Shares76.2K

Event2026-03-31

Filed2026-05-12

DFIV

DIMENSIONAL ETF TRUST

-1.12%

Shares49.0K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-26.81%

Shares5.8K

Event2026-03-31

Filed2026-05-12

IUSV

ISHARES TR

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-12

DFUS

DIMENSIONAL ETF TRUST

0.01%

Shares14.0K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-55.47%

Shares5.7K

Event2026-03-31

Filed2026-05-12

DFUV

DIMENSIONAL ETF TRUST

-1.91%

Shares16.5K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-48.94%

Shares1.8K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-44.00%

Shares2.9K

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

-2.23%

Shares5.0K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-13.58%

Shares2.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-46.20%

Shares1.7K

Event2026-03-31

Filed2026-05-12

DFAS

DIMENSIONAL ETF TRUST

-5.74%

Shares6.9K

Event2026-03-31

Filed2026-05-12