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
$999,000 0.28% of portfolio
3,045
Q3 2025 Reduced 8.5%
$0
$941,000 0.27% of portfolio
2,485
Q1 2025 Reduced 11.97%
$0
$906,000 0.26% of portfolio
1,521
Q3 2025 Reduced 5.88%
$0
$866,000 0.25% of portfolio
16,001
Q3 2025 Reduced 0.44%
$0
$860,000 0.24% of portfolio
10,761
Q3 2025 Reduced 0.08%
$0
$853,000 0.24% of portfolio
6,113
Q3 2025 Reduced 0.76%
$0
$788,000 0.22% of portfolio
30,909
Q2 2025 Added 1.63%
$0
$755,000 0.21% of portfolio
8,987
Q2 2025 New
$0
$663,000 0.19% of portfolio
6,916
Q3 2025 Reduced 1.47%
$0
$635,000 0.18% of portfolio
949
Q3 2025 Reduced 0.94%
$0
$608,000 0.17% of portfolio
22,662
Q3 2025 Added 2.61%
$0
$575,000 0.16% of portfolio
8,819
Q3 2025 Reduced 1.0%
$0
$572,000 0.16% of portfolio
7,794
Q3 2025 Reduced 5.06%
$0
$517,000 0.15% of portfolio
21,248
Q2 2025 Added 2.5%
$0
$515,000 0.15% of portfolio
20,475
Q2 2025 Added 2.49%
$0
$504,000 0.14% of portfolio
21,241
Q2 2025 Added 2.5%
$0
$487,000 0.14% of portfolio
7,186
Q3 2025 Reduced 10.21%
$0
$494,000 0.14% of portfolio
3,469
Q3 2025 Reduced 1.22%
$0
$442,000 0.13% of portfolio
14,039
Q3 2025 Reduced 2.64%
$0
$451,000 0.13% of portfolio
19,254
Q2 2025 Added 2.9%
$0
$370,000 0.11% of portfolio
2,686
Q3 2025 Added 0.64%
$0
$372,000 0.11% of portfolio
804
Q1 2025 Reduced 0.99%
$0
$381,000 0.11% of portfolio
1,575
Q1 2025 Reduced 1.44%
$0
$386,000 0.11% of portfolio
1,254
Q3 2025 Reduced 14.75%
$0
$341,000 0.1% of portfolio
1,163
Q3 2025 Reduced 1.52%
$0
$353,000 0.1% of portfolio
15,781
Q2 2025 Added 3.69%
$0
$348,000 0.1% of portfolio
15,752
Q2 2025 Added 3.81%
$0
$337,000 0.1% of portfolio
14,648
Q3 2025 Added 1.5%
$0
$337,000 0.1% of portfolio
2,367
Q3 2025 Reduced 3.39%
$0
$307,000 0.09% of portfolio
13,984
Q2 2025 Added 4.28%
$0
$304,000 0.09% of portfolio
5,858
Q4 2020 New
$0
$308,000 0.09% of portfolio
15,517
Q2 2025 Added 4.27%
$0
$325,000 0.09% of portfolio
2,299
Q3 2025 Reduced 2.63%
$0
$302,000 0.09% of portfolio
3,304
Q3 2025 Reduced 1.64%
$0
$315,000 0.09% of portfolio
5,325
Q3 2025 Added 19.82%
$0
$269,000 0.08% of portfolio
1,386
Q3 2025 Reduced 22.18%
$0
$279,000 0.08% of portfolio
11,955
Q2 2025 Added 4.69%
$0
$270,000 0.08% of portfolio
5,044
Q3 2025 Reduced 1.29%
$0
$262,000 0.07% of portfolio
1,863
Q3 2025 Reduced 6.99%
$0
$200,000 0.06% of portfolio
3,886
Q3 2025 New
$0
$206,000 0.06% of portfolio
6,586
Q3 2025 New
$0
$205,000 0.06% of portfolio
7,826
Q1 2025 New
$0
$202,000 0.06% of portfolio
2,322
Q3 2025 Reduced 8.4%
$0
$174,000 0.05% of portfolio
655
Q3 2025 New

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
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