Prosperity Planning, Inc. - Portfolio Stock Holdings
Prosperity Planning, Inc. disclosed 90 stock positions in a recent SEC 13F filing. $311,550,434 of stock holdings were filed, with the largest holdings including EFA, VUG, and AVDV. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $543,207,022 and has 13 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:
90Est. Stock Holding Value:
$311,550,434Top Stock Holdings By Sector
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Portfolio Stock Holdings - Prosperity Planning, Inc.
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