Prosperity Planning, Inc.
Prosperity Planning, Inc. reported 117 positions worth $436.3M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: ISTB (12.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ISTB | SH | $53.0M | 12.15% | 1,098,252 | — | — | |
| ▸ 2 | EFA | SH | $26.5M | 6.08% | 255,360 | — | — | |
| ▸ 3 | VUG | SH | $25.4M | 5.83% | 295,226 | — | — | |
| ▸ 4 | VTIP | SH | $19.3M | 4.42% | 384,318 | — | — | |
| ▸ 5 | AVDV | SH | $19.1M | 4.37% | 185,156 | — | — | |
| ▸ 6 | DFAX | SH | $17.4M | 3.99% | 472,299 | — | — | |
| ▸ 7 | IGSB | SH | $16.6M | 3.81% | 317,095 | — | — | |
| ▸ 8 | GNMA | SH | $15.1M | 3.46% | 340,879 | — | — | |
| ▸ 9 | AVLC | SH | $13.6M | 3.12% | 151,352 | — | — | |
| ▸ 10 | AVEM | SH | $13.5M | 3.09% | 139,840 | — | — |
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Frequently Asked Questions
What stocks does Prosperity Planning, Inc. hold as of Q2 2026?
Prosperity Planning, Inc. reported 117 positions worth $436.3M in its Q2 2026 13F filing. Largest positions: ISTB (12.1%), EFA (6.1%), VUG (5.8%), VTIP (4.4%) and AVDV (4.4%).
What did Prosperity Planning, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Prosperity Planning, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.