Prosperity Planning, Inc. Portfolio Holdings

Prosperity Planning, Inc.

  • $357 Million
  • Q4 2025

Prosperity Planning, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $357 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ihares Core 1 5 Years Usd Bond with a value of $47M, Ishares Tr Msci Eafe ETF with a value of $23M, Vanguard Growth ETF with a value of $22.6M, Vanguard Sht Trm Inflt Prot Fd with a value of $16.8M, and Dimensional ETF Tr with a value of $16.4M.

Examining the 13F form we can see an increase of $5.97M in the current position value, from $351M to 357M.

Below you can find more details about Prosperity Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $357 Million
ETFs: $317 Million
Real Estate: $6.17 Million
Technology: $3.39 Million
Financial Services: $2.06 Million
Healthcare: $933,000
Consumer Defensive: $339,000
Consumer Cyclical: $221,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.4B
$4.79 Million 1.34% of portfolio
31,199
Q4 2025 Reduced 28.38%
$35.1B
$1.38 Million 0.39% of portfolio
24,266
Q2 2025 Added 19.74%
$19.5B
$623,000 0.17% of portfolio
1,334
Q1 2021 New
$57.4B
$482,000 0.13% of portfolio
700
Q1 2023 New
$140B
$221,000 0.06% of portfolio
986
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $357 Million
  • Prior Value $351 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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