Prism Planning Partners LLC
•CIK: 2110534•Filing: Q4 2025
Prism Planning Partners LLC manages $89M across a portfolio of 45 distinct positions. The fund exhibits a notable allocation to fixed income and technology, with ITOT representing the largest holding at $24.1M. Further diversification is evident through significant positions in IDEV ($10.0M) and VGIT ($8.7M). The remaining portfolio is strategically weighted across sectors, including technology leaders like NVDA ($2.4M) and specialized credit plays.
Total AUM
$89.1M
QoQ Performance
N/A
Positions
32
Top 10 Concentration
78.1%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
IDEV
VGIT
AVDV
DFEM
BSVO
ITOT27.0%
IDEV11.3%
VGIT9.7%
AVDV5.5%
DFEM5.3%
BSVO5.0%
DFSD5.0%
VTIP3.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other82.4%
Technology10.4%
Consumer2.4%
Financial2.0%
Healthcare1.3%
Communication0.8%
Energy0.3%
Industrial0.3%