Prism Planning Partners LLC - Portfolio Stock Holdings
Prism Planning Partners LLC disclosed 45 stock positions in a recent SEC 13F filing. $94,482,276 of stock holdings were filed, with the largest holdings including ITOT, IDEV, and VGIT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $241,542,869 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
45Est. Stock Holding Value:
$94,482,276Top Stock Holdings By Sector
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Portfolio Stock Holdings - Prism Planning Partners LLC
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