Prosperity Planning, Inc. Portfolio Holdings

Prosperity Planning, Inc.

  • $351 Million
  • Q3 2025

Prosperity Planning, Inc. has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $351 Million distributed in 109 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 $44.2M, Ishares Tr Msci Eafe ETF with a value of $23.1M, Vanguard Growth ETF with a value of $22.4M, Dimensional ETF Tr with a value of $17M, and American Centy ETF Tr Avantis with a value of $15.9M.

Examining the 13F form we can see an increase of $21M in the current position value, from $330M to 351M.

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

Portfolio value $351 Million
ETFs: $309 Million
Real Estate: $8.34 Million
Technology: $3.55 Million
Financial Services: $2.01 Million
Healthcare: $775,000
Consumer Defensive: $520,000
Consumer Cyclical: $247,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.2 Million 12.57% of portfolio
904,807
Q3 2025 Added 5.76%
$0
$23.1 Million 6.58% of portfolio
247,489
Q3 2025 Added 0.31%
$0
$22.4 Million 6.37% of portfolio
46,652
Q3 2025 Reduced 0.28%
$0
$17 Million 4.84% of portfolio
542,419
Q3 2025 Reduced 3.5%
$0
$15.9 Million 4.53% of portfolio
178,679
Q3 2025 Reduced 1.95%
$0
$15.8 Million 4.51% of portfolio
312,837
Q3 2025 Added 5.03%
$0
$13.5 Million 3.85% of portfolio
255,348
Q3 2025 Added 6.7%
$0
$11.8 Million 3.37% of portfolio
267,109
Q3 2025 Added 6.31%
$0
$11.4 Million 3.25% of portfolio
55,293
Q3 2025 Reduced 5.62%
$0
$10.4 Million 2.95% of portfolio
138,088
Q3 2025 Added 0.17%
$0
$9.49 Million 2.7% of portfolio
32,296
Q3 2025 Reduced 0.15%
$0
$8.96 Million 2.55% of portfolio
42,922
Q3 2025 Reduced 6.27%
$0
$8.5 Million 2.42% of portfolio
48,669
Q3 2025 Reduced 5.86%
$0
$7.07 Million 2.01% of portfolio
71,045
Q3 2025 Added 7.6%
$0
$5.47 Million 1.56% of portfolio
75,652
Q3 2025 Added 13.04%
$0
$5.49 Million 1.56% of portfolio
69,623
Q3 2025 Added 2.19%
$0
$5.26 Million 1.5% of portfolio
48,349
Q3 2025 Added 6.35%
$0
$4.84 Million 1.38% of portfolio
136,523
Q3 2025 Reduced 6.78%
$0
$4.14 Million 1.18% of portfolio
70,433
Q3 2025 Added 4.29%
$0
$3.99 Million 1.14% of portfolio
21,415
Q3 2025 Reduced 2.91%
$0
$3.77 Million 1.07% of portfolio
35,320
Q3 2025 Added 10.22%
$0
$3.6 Million 1.03% of portfolio
53,442
Q3 2025 Added 3.46%
$0
$3.56 Million 1.01% of portfolio
92,198
Q3 2025 Reduced 0.69%
$0
$3.21 Million 0.91% of portfolio
18,158
Q3 2025 Reduced 8.36%
$0
$3.04 Million 0.86% of portfolio
25,145
Q3 2025 Reduced 1.98%
$0
$2.97 Million 0.85% of portfolio
22,925
Q3 2025 Reduced 1.69%
$0
$2.96 Million 0.84% of portfolio
29,516
Q3 2025 Added 1.36%
$0
$2.81 Million 0.8% of portfolio
4,223
Q3 2025 Reduced 6.82%
$0
$2.46 Million 0.7% of portfolio
23,143
Q3 2025 Added 0.72%
$0
$2.47 Million 0.7% of portfolio
32,223
Q3 2025 Reduced 3.53%
$0
$2.28 Million 0.65% of portfolio
30,636
Q3 2025 Reduced 2.99%
$0
$2.13 Million 0.61% of portfolio
21,192
Q3 2025 Added 85.57%
$0
$2.11 Million 0.6% of portfolio
44,210
Q3 2025 Added 3.01%
$0
$2.13 Million 0.6% of portfolio
41,481
Q3 2025 Added 8.08%
$0
$2 Million 0.57% of portfolio
25,336
Q3 2025 Added 4.1%
$0
$1.89 Million 0.54% of portfolio
12,989
Q3 2025 Reduced 0.45%
$0
$1.81 Million 0.52% of portfolio
8,914
Q2 2025 Reduced 0.51%
$0
$1.73 Million 0.49% of portfolio
48,496
Q3 2025 Reduced 2.11%
$0
$1.63 Million 0.46% of portfolio
15,748
Q3 2025 Reduced 0.23%
$0
$1.57 Million 0.45% of portfolio
29,363
Q3 2025 Reduced 2.39%
$0
$1.42 Million 0.4% of portfolio
23,741
Q3 2025 Reduced 2.05%
$0
$1.38 Million 0.39% of portfolio
27,468
Q3 2025 Added 0.03%
$0
$1.29 Million 0.37% of portfolio
11,570
Q3 2025 Added 3.66%
$0
$1.21 Million 0.34% of portfolio
25,736
Q3 2025 Added 4.5%
$0
$1.07 Million 0.31% of portfolio
22,284
Q3 2024 Added 0.23%
$0
$1.06 Million 0.3% of portfolio
2,270
Q3 2025 Reduced 1.35%
$0
$1.02 Million 0.29% of portfolio
9,793
Q3 2025 Reduced 6.99%
$0
$1.01 Million 0.29% of portfolio
3,161
Q3 2025 Reduced 2.41%
$0
$1.03 Million 0.29% of portfolio
22,410
Q3 2025 Reduced 1.03%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $351 Million
  • Prior Value $330 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email