Data as of Q4 2025 (Dec 31, 2025)

Prosperity Planning, Inc.

•CIK: 1843292•Filing: Q4 2025

**Prosperity Planning, Inc.** manages $382M across a diversified portfolio of 108 positions. The fund exhibits significant conviction in technology and global equity exposure, highlighted by the top holding in ISTB at $47.1M. Further allocations include substantial positions in EFA ($23.2M), VUG ($22.8M), and AVDV ($16.8M). This structure suggests a tactical, growth-oriented mandate with notable tilts toward international and sector-specific opportunities.

Total AUM
$270.0M
QoQ Performance
+1.8%
Positions
27
Top 10 Concentration
53.7%
Latest Filing
Q4 2025

Top Holdings Allocation

EFA
VUG
AVDV
DFAX
IGSB
EFA8.6%
VUG8.4%
AVDV6.2%
DFAX6.2%
IGSB5.4%
IVE4.3%
AVEM3.9%
AVLC3.8%

📈 Biggest Buys

SPY
SPDR S&P 500 ETF TR
+42.2%
1.5% of portfolio
IGSB
ISHARES TR
+7.8%
5.4% of portfolio
AVMV
AMERICAN CENTY ETF TR
+8.3%
3.5% of portfolio
AVLC
AMERICAN CENTY ETF TR
+5.8%
3.8% of portfolio
AVLV
AMERICAN CENTY ETF TR
+7.9%
2.3% of portfolio

📉 Biggest Sells

CBRE
CBRE GROUP INC
-28.4%
1.9% of portfolio
DFAX
DIMENSIONAL ETF TRUST
-5.5%
6.2% of portfolio
DFAC
DIMENSIONAL ETF TRUST
-19.1%
1.1% of portfolio
IVW
ISHARES TR
-19.4%
0.9% of portfolio
EFA
ISHARES TR
-2.5%
8.6% of portfolio

Sector Breakdown

Other95.7%
ETF1.7%
Technology1.0%
Financial0.8%
Real Estate0.5%
Healthcare0.2%
Consumer0.1%

🚪 Exited Positionssold since Q3 2025

ORCL
ORACLE CORP
SOLD
$214.9K

Changes from Q3 2025

↑27 increased
↓38 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

EFA8.6%
ISHARES TR
$23.2M
VUG8.4%
VANGUARD INDEX FDS
$22.8M
AVDV6.2%
AMERICAN CENTY ETF TR
$16.8M
DFAX6.2%
DIMENSIONAL ETF TRUST
$16.8M
IGSB5.4%
ISHARES TR
$14.6M

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