13F HOLDINGS REPORT
Prism Planning Partners LLC
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0002110534-26-000001
Total Value
$89.1M
Positions
94
Other Managers
2
Confidential Omitted
No
Holdings (94)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 162,034 | $24.1M | 27.03% |
| 2 | ISHARES TR | 46435G326 | 121,702 | $10.0M | 11.26% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 144,443 | $8.7M | 9.71% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 52,339 | $4.9M | 5.52% |
| 5 | DIMENSIONAL ETF TRUST | 25434V732 | 142,474 | $4.7M | 5.29% |
| 6 | EA SERIES TRUST | 02072L532 | 191,982 | $4.5M | 5.02% |
| 7 | DIMENSIONAL ETF TRUST | 25434V864 | 92,463 | $4.4M | 4.97% |
| 8 | VANGUARD MALVERN FDS | 922020805 | 68,754 | $3.4M | 3.82% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 49,549 | $2.5M | 2.77% |
| 10 | ISHARES TR | 464287663 | 12,340 | $1.3M | 1.42% |
| 11 | NVIDIA CORPORATION | NVDA | 6,108 | $1.1M | 1.28% |
| 12 | DIMENSIONAL ETF TRUST | 25434V401 | 13,996 | $1.0M | 1.16% |
| 13 | APPLE INC | AAPL | 3,779 | $1.0M | 1.15% |
| 14 | APPLE INC | AAPL | 3,590 | $975,977 | 1.10% |
| 15 | MICROSOFT CORP | MSFT | 1,694 | $819,252 | 0.92% |
| 16 | DIMENSIONAL ETF TRUST | 25434V724 | 16,868 | $785,897 | 0.88% |
| 17 | NVIDIA CORPORATION | NVDA | 3,620 | $675,182 | 0.76% |
| 18 | ISHARES TR | 464287309 | 5,113 | $630,228 | 0.71% |
| 19 | NVIDIA CORPORATION | NVDA | 2,963 | $552,600 | 0.62% |
| 20 | ABBVIE INC | ABBV | 2,322 | $530,554 | 0.60% |
| 21 | AMAZON COM INC | AMZN | 2,298 | $530,424 | 0.60% |
| 22 | DIMENSIONAL ETF TRUST | 25434V500 | 7,294 | $508,172 | 0.57% |
| 23 | MICROSOFT CORP | MSFT | 1,007 | $487,021 | 0.55% |
| 24 | ALPHABET INC | GOOG | 1,425 | $446,025 | 0.50% |
| 25 | ISHARES TR | 46434V456 | 9,006 | $409,313 | 0.46% |
| 26 | BROADCOM INC | AVGO | 1,179 | $408,052 | 0.46% |
| 27 | ALPHABET INC | GOOG | 1,232 | $386,602 | 0.43% |
| 28 | MICROSOFT CORP | MSFT | 787 | $380,638 | 0.43% |
| 29 | AMAZON COM INC | AMZN | 1,585 | $365,850 | 0.41% |
| 30 | META PLATFORMS INC | META | 550 | $363,050 | 0.41% |
| 31 | ISHARES TR | 464287614 | 688 | $325,550 | 0.37% |
| 32 | JPMORGAN CHASE & CO. | VYLD | 998 | $321,576 | 0.36% |
| 33 | AMAZON COM INC | AMZN | 1,342 | $309,760 | 0.35% |
| 34 | TESLA INC | TSLA | 688 | $309,407 | 0.35% |
| 35 | AT&T INC | T-PC | 12,225 | $303,669 | 0.34% |
| 36 | ISHARES INC | 46434G103 | 4,506 | $302,868 | 0.34% |
| 37 | ALPHABET INC | GOOG | 931 | $291,403 | 0.33% |
| 38 | ALPHABET INC | GOOG | 856 | $267,928 | 0.30% |
| 39 | META PLATFORMS INC | META | 400 | $264,049 | 0.30% |
| 40 | ISHARES TR | 464287408 | 1,189 | $252,151 | 0.28% |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 464 | $233,230 | 0.26% |
| 42 | ELI LILLY & CO | LLY | 211 | $226,757 | 0.25% |
| 43 | META PLATFORMS INC | META | 337 | $222,450 | 0.25% |
| 44 | DIMENSIONAL ETF TRUST | 25434V609 | 3,732 | $222,203 | 0.25% |
| 45 | WALMART INC | WMT | 1,813 | $201,986 | 0.23% |
| 46 | JPMORGAN CHASE & CO. | VYLD | 615 | $198,165 | 0.22% |
| 47 | VERIZON COMMUNICATIONS INC | VZ | 4,345 | $176,972 | 0.20% |
| 48 | DISNEY WALT CO | 254687106 | 1,524 | $173,385 | 0.19% |
| 49 | MERCK & CO INC | MRK | 1,562 | $164,416 | 0.18% |
| 50 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 325 | $163,361 | 0.18% |
| 51 | GOLDMAN SACHS GROUP INC | GSCE | 165 | $145,035 | 0.16% |
| 52 | APPLE INC | AAPL | 515 | $140,010 | 0.16% |
| 53 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 274 | $137,726 | 0.15% |
| 54 | EXXON MOBIL CORP | XOM | 1,090 | $131,171 | 0.15% |
| 55 | ALPHABET INC | GOOG | 401 | $125,863 | 0.14% |
| 56 | GE AEROSPACE | 369604301 | 390 | $120,132 | 0.13% |
| 57 | MASTERCARD INCORPORATED | MA | 209 | $119,314 | 0.13% |
| 58 | ORACLE CORP | ORCL-PD | 592 | $115,387 | 0.13% |
| 59 | WALMART INC | WMT | 1,001 | $111,521 | 0.13% |
| 60 | ORACLE CORP | ORCL-PD | 539 | $105,056 | 0.12% |
| 61 | APPLOVIN CORP | APP | 154 | $103,768 | 0.12% |
| 62 | CHEVRON CORP NEW | CVX | 676 | $103,029 | 0.12% |
| 63 | APPLOVIN CORP | APP | 151 | $101,747 | 0.11% |
| 64 | APPLOVIN CORP | APP | 151 | $101,747 | 0.11% |
| 65 | GOLDMAN SACHS GROUP INC | GSCE | 115 | $101,085 | 0.11% |
| 66 | GE AEROSPACE | 369604301 | 323 | $99,494 | 0.11% |
| 67 | HOME DEPOT INC | HD | 273 | $93,939 | 0.11% |
| 68 | HOME DEPOT INC | HD | 263 | $90,498 | 0.10% |
| 69 | EXXON MOBIL CORP | XOM | 706 | $84,937 | 0.10% |
| 70 | ABBVIE INC | ABBV | 365 | $83,399 | 0.09% |
| 71 | WALMART INC | WMT | 742 | $82,697 | 0.09% |
| 72 | EXXON MOBIL CORP | XOM | 686 | $82,553 | 0.09% |
| 73 | AT&T INC | T-PC | 2,942 | $73,079 | 0.08% |
| 74 | DISNEY WALT CO | 254687106 | 619 | $70,424 | 0.08% |
| 75 | GOLDMAN SACHS GROUP INC | GSCE | 76 | $66,451 | 0.07% |
| 76 | HOME DEPOT INC | HD | 179 | $61,746 | 0.07% |
| 77 | ELI LILLY & CO | LLY | 54 | $58,033 | 0.07% |
| 78 | ELI LILLY & CO | LLY | 54 | $58,033 | 0.07% |
| 79 | CHEVRON CORP NEW | CVX | 338 | $51,515 | 0.06% |
| 80 | CHEVRON CORP NEW | CVX | 312 | $47,515 | 0.05% |
| 81 | MASTERCARD INCORPORATED | MA | 75 | $42,816 | 0.05% |
| 82 | AT&T INC | T-PC | 1,655 | $41,110 | 0.05% |
| 83 | MERCK & CO INC | MRK | 371 | $39,039 | 0.04% |
| 84 | MASTERCARD INCORPORATED | MA | 67 | $38,249 | 0.04% |
| 85 | MERCK & CO INC | MRK | 345 | $36,315 | 0.04% |
| 86 | ALPHABET INC | GOOG | 105 | $32,949 | 0.04% |
| 87 | GE AEROSPACE | 369604301 | 97 | $29,810 | 0.03% |
| 88 | BROADCOM INC | AVGO | 84 | $29,041 | 0.03% |
| 89 | DISNEY WALT CO | 254687106 | 243 | $27,646 | 0.03% |
| 90 | ORACLE CORP | ORCL-PD | 141 | $27,482 | 0.03% |
| 91 | VERIZON COMMUNICATIONS INC | VZ | 670 | $27,289 | 0.03% |
| 92 | JPMORGAN CHASE & CO. | VYLD | 46 | $14,924 | 0.02% |
| 93 | VERIZON COMMUNICATIONS INC | VZ | 364 | $14,826 | 0.02% |
| 94 | BROADCOM INC | AVGO | 17 | $5,887 | 0.01% |