account_balance

Investment manager · 13F filer · SEC CIK 2110534

Prism Planning Partners LLC

Reported value$105Mas of Sep 30, 2026

Positions53 18 new, 0 sold out

Top 10 weight84.4%ITOT alone is 30%

FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

ITOTiShares Tr

29.7%Added +8%

IDEViShares Tr

11.9%Added +9%

VGITVanguard Scottsdale FDS

10.5%Added +16%

DFEMDimensional ETF Trust

6.1%Added +9%

AVDVAmerican Centy ETF Tr

6.1%Added +9%

BSVOEa Series Trust

5.9%Added +9%

DFSDDimensional ETF Trust

5.4%Added +15%

VTIPVanguard Malvern FDS

4.2%Added +14%

DFIVDimensional ETF Trust

2.8%

AAPL1.9%

DFUS1.3%

IUSV1.3%

ITOTiShares Tr

29.7%Added +8%

IDEViShares Tr

11.9%+9%

VGITVanguard Scottsdale FDS

10.5%+16%

DFEMDimensional ETF Trust

6.1%

AVDVAmerican Centy ETF Tr

6.1%

BSVOEa Series Trust

5.9%

DFSDDimensional ETF Trust

5.4%

VTIP4.2%

DFIV

DFUS

IUSV

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

ITOT iShares Tr 29.7% Added +8%

IDEV iShares Tr 11.9% Added +9%

VGIT Vanguard Scottsdale FDS 10.5% Added +16%

DFEM Dimensional ETF Trust 6.1% Added +9%

AVDV American Centy ETF Tr 6.1% Added +9%

BSVO Ea Series Trust 5.9% Added +9%

DFSD Dimensional ETF Trust 5.4% Added +15%

VTIP Vanguard Malvern FDS 4.2% Added +14%

DFIV Dimensional ETF Trust 2.8% Held

AAPL Apple Inc. 1.9% Held

DFUS Dimensional ETF Trust 1.3% Held

IUSV iShares Tr 1.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 23, 2026 filing

add_circleNew

SWX $320K
VZ $203K
WMT $202K
LLY $184K

arrow_upwardAdded

VTI +57%
VIG +18%
VGIT +16%
DFSD +15%

arrow_downwardTrimmed

T −17%
AMZN −11%
IVE −5%

remove_circleSold out

None

Prism Planning Partners LLC

Where the money is

Biggest moves since Jun 30, 2026

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