Prism Planning Partners LLC - Portfolio overview

Prism Planning Partners LLC has 42 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 29.89%
2. IDEV - ISHARES TR, 12.83%
3. VGIT - VANGUARD SCOTTSDALE FDS, 11.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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