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

Currently, Prism Planning Partners LLC holds 35 types of securities in its portfolio with a total value $94.5M. In the most recent quarter, they have increased their positions in ITOT (+5.3K shares, valued at $868.8K), VGIT (+8.0K shares, valued at $472.4K), IDEV (+4.1K shares, valued at $366.1K); decreased their positions in IVW (-361 shares, valued at $49.6K), IEMG (-229 shares, valued at $19.0K), NVDA (-73 shares, valued at $14.6K); initiated new positions in N/A (+578 shares, valued at $213.9K), VIG (+878 shares, valued at $207.8K), WDC (+325 shares, valued at $207.6K).

1M P&L

-2.4M-2.57%

3M P&L

+656.8K+0.71%

HY P&L

+6.5M+7.54%

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/A86.5M

93.3%

2Consumer Electronics1.7M

1.8%

3Semiconductors1.1M

1.2%

Top Industries by Stock Count

1N/A20 stocks

66.7%

2Consumer Electronics1 stocks

3.3%

3Semiconductors1 stocks

3.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR174.3K shares3.13%2026-06-302026-07-23

IDEV ISHARES TR127.7K shares3.33%2026-06-302026-07-23

VGIT VANGUARD SCOTTSDALE FDS169.0K shares4.97%2026-06-302026-07-23

DFEM DIMENSIONAL ETF TRUST148.3K shares0.80%2026-06-302026-07-23

BSVO EA SERIES TRUST203.1K shares1.72%2026-06-302026-07-23

AVDV AMERICAN CENTY ETF TR53.8K shares0.22%2026-06-302026-07-23

DFSD DIMENSIONAL ETF TRUST106.5K shares4.15%2026-06-302026-07-23

VTIP VANGUARD MALVERN FDS78.2K shares2.66%2026-06-302026-07-23

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DFIV DIMENSIONAL ETF TRUST52.4K shares6.97%2026-06-302026-07-23

AAPL APPLE INC5.8K shares0.97%2026-06-302026-07-23

DFUS DIMENSIONAL ETF TRUST16.8K shares20.07%2026-06-302026-07-23

IUSV ISHARES TR12.3K shares0.00%2026-06-302026-07-23

DFUV DIMENSIONAL ETF TRUST20.8K shares25.90%2026-06-302026-07-23

NVDA NVIDIA CORPORATION5.6K shares-1.29%2026-06-302026-07-23

AMZN AMAZON COM INC3.3K shares14.32%2026-06-302026-07-23

DFAS DIMENSIONAL ETF TRUST9.0K shares30.57%2026-06-302026-07-23

Sponsored

MSFT MICROSOFT CORP1.8K shares0.73%2026-06-302026-07-23

IVW ISHARES TR4.6K shares-7.22%2026-06-302026-07-23

GOOGL ALPHABET INC1.7K shares-0.06%2026-06-302026-07-23

ABBVIE INC ABBVIE INC2.3K shares-1.21%2026-06-302026-07-23

IQLT ISHARES TR9.0K shares0.30%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC763 shares0.39%2026-06-302026-07-23

IEMG ISHARES INC4.3K shares-5.11%2026-06-302026-07-23

T AT&T INC16.7K shares19.97%2026-06-302026-07-23

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.0K shares0.00%2026-06-302026-07-23

IWF ISHARES TR2.7K shares299.85%2026-06-302026-07-23

IVE ISHARES TR1.3K shares-4.14%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL597 shares-0.33%2026-06-302026-07-23

GLW CORNING INC1.1K shares0.00%2026-06-302026-07-23

DFAT DIMENSIONAL ETF TRUST3.7K shares-1.07%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS578 sharesnew addition2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC210 shares0.00%2026-06-302026-07-23

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP1.5K shares9.41%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS878 sharesnew addition2026-06-302026-07-23

WDC WESTERN DIGITAL CORP325 sharesnew addition2026-06-302026-07-23

ITOT

ISHARES TR

3.13%

Shares174.3K

Event2026-06-30

Filed2026-07-23

IDEV

ISHARES TR

3.33%

Shares127.7K

Event2026-06-30

Filed2026-07-23

VGIT

VANGUARD SCOTTSDALE FDS

4.97%

Shares169.0K

Event2026-06-30

Filed2026-07-23

DFEM

DIMENSIONAL ETF TRUST

0.80%

Shares148.3K

Event2026-06-30

Filed2026-07-23

BSVO

EA SERIES TRUST

1.72%

Shares203.1K

Event2026-06-30

Filed2026-07-23

AVDV

AMERICAN CENTY ETF TR

0.22%

Shares53.8K

Event2026-06-30

Filed2026-07-23

DFSD

DIMENSIONAL ETF TRUST

4.15%

Shares106.5K

Event2026-06-30

Filed2026-07-23

VTIP

VANGUARD MALVERN FDS

2.66%

Shares78.2K

Event2026-06-30

Filed2026-07-23

DFIV

DIMENSIONAL ETF TRUST

6.97%

Shares52.4K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

0.97%

Shares5.8K

Event2026-06-30

Filed2026-07-23

DFUS

DIMENSIONAL ETF TRUST

20.07%

Shares16.8K

Event2026-06-30

Filed2026-07-23

IUSV

ISHARES TR

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-23

DFUV

DIMENSIONAL ETF TRUST

25.90%

Shares20.8K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

-1.29%

Shares5.6K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

14.32%

Shares3.3K

Event2026-06-30

Filed2026-07-23

DFAS

DIMENSIONAL ETF TRUST

30.57%

Shares9.0K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

0.73%

Shares1.8K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR

-7.22%

Shares4.6K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

-0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

-1.21%

Shares2.3K

Event2026-06-30

Filed2026-07-23

IQLT

ISHARES TR

0.30%

Shares9.0K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

0.39%

Shares763

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

-5.11%

Shares4.3K

Event2026-06-30

Filed2026-07-23

AT&T INC

19.97%

Shares16.7K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

299.85%

Shares2.7K

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR

-4.14%

Shares1.3K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.33%

Shares597

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

DFAT

DIMENSIONAL ETF TRUST

-1.07%

Shares3.7K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

New

Shares578

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

0.00%

Shares210

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

9.41%

Shares1.5K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares878

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP

New

Shares325

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available