Loading…
CIK 0002110534 • 3 13F filings • Feb 11, 2026 – Jul 23, 2026
Import this data to Google Sheets with:
=jivedata("prism-planning-partners-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $614K | 0.7%Prev: 0.6% | 2,687 SH | Increased+393 SH |
| ALPHABET INC | CAP STK CL A | $1.0M | 1.1%Prev: 0.7% | 3,212 SH | Increased+1,485 SH |
| ALPHABET INC | CAP STK CL C | $545K | 0.6% | 1,738 SH | New |
| AMAZON COM INC | COM | $1.2M | 1.4%Prev: 0.8% | 5,225 SH | Increased+1,880 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $4.9M | 5.5%Prev: 5.9% | 52,339 SH | Decreased-1,415 SH |
| APPLE INC | COM | $2.1M | 2.4%Prev: 1.8% | 7,884 SH | Increased+2,058 SH |
| APPLOVIN CORP | COM CL A | $307K | 0.3% | 456 SH | New |
| AT&T INC | COM | $418K | 0.5%Prev: 0.4% | 16,822 SH | Increased+130 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $534K | 0.6%Prev: 0.3% | 1,063 SH | Increased+466 SH |
| BROADCOM INC | COM | $443K | 0.5% | 1,280 SH | New |
| CHEVRON CORP NEW | COM | $202K | 0.2% | 1,326 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.7M | 5.3%Prev: 6.4% | 142,474 SH | Decreased-5,797 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.5M | 2.8%Prev: 3.0% | 49,549 SH | Decreased-2,862 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $4.4M | 5.0% | 92,463 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.0M | 1.2% | 13,996 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $786K | 0.9%Prev: 1.2% | 16,868 SH | Decreased-3,962 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $508K | 0.6%Prev: 0.8% | 7,294 SH | Decreased-1,683 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $222K | 0.2%Prev: 0.3% | 3,732 SH | Decreased+40 SH |
| DISNEY WALT CO | COM | $271K | 0.3% | 2,386 SH | New |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $4.5M | 5.0% | 191,982 SH | New |
| ELI LILLY & CO | COM | $343K | 0.4% | 319 SH | New |
| EXXON MOBIL CORP | COM | $299K | 0.3%Prev: 0.2% | 2,482 SH | Increased+959 SH |
| GE AEROSPACE | COM NEW | $249K | 0.3% | 810 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $313K | 0.4%Prev: 0.2% | 356 SH | Increased+146 SH |
| HOME DEPOT INC | COM | $246K | 0.3% | 715 SH | New |
| ISHARES INC | CORE MSCI EMKT | $303K | 0.3%Prev: 0.4% | 4,506 SH | Decreased+254 SH |
| ISHARES TR | CORE MSCI INTL | $10.0M | 11.3%Prev: 12.0% | 121,702 SH | Decreased-6,026 SH |
| ISHARES TR | CORE S&P TTL STK | $24.1M | 27.0%Prev: 30.3% | 162,034 SH | Decreased-12,269 SH |
| ISHARES TR | CORE S&P US VLU | $1.3M | 1.4%Prev: 1.4% | 12,340 SH | Decreased |
| ISHARES TR | MSCI INTL QUALTY | $409K | 0.5%Prev: 0.5% | 9,006 SH | Decreased-27 SH |
| ISHARES TR | RUS 1000 GRW ETF | $326K | 0.4%Prev: 0.4% | 688 SH | Decreased-2,015 SH |
| ISHARES TR | S&P 500 GRWT ETF | $630K | 0.7%Prev: 0.7% | 5,113 SH | Decreased+475 SH |
| ISHARES TR | S&P 500 VAL ETF | $252K | 0.3%Prev: 0.3% | 1,189 SH | Decreased-154 SH |
| JPMORGAN CHASE & CO. | COM | $535K | 0.6% | 1,659 SH | New |
| MASTERCARD INCORPORATED | CL A | $200K | 0.2% | 351 SH | New |
| MERCK & CO INC | COM | $240K | 0.3% | 2,278 SH | New |
| META PLATFORMS INC | CL A | $850K | 1.0%Prev: 0.5% | 1,287 SH | Increased+524 SH |
| MICROSOFT CORP | COM | $1.7M | 1.9%Prev: 0.7% | 3,488 SH | Increased+1,694 SH |
| NVIDIA CORPORATION | COM | $2.4M | 2.7%Prev: 1.2% | 12,691 SH | Increased+7,113 SH |
| ORACLE CORP | COM | $248K | 0.3% | 1,272 SH | New |
| TESLA INC | COM | $309K | 0.3% | 688 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3.4M | 3.8%Prev: 4.2% | 68,754 SH | Decreased-9,450 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $8.7M | 9.7%Prev: 10.5% | 144,443 SH | Decreased-24,558 SH |
| VERIZON COMMUNICATIONS INC | COM | $219K | 0.2% | 5,379 SH | New |
| WALMART INC | COM | $396K | 0.4% | 3,556 SH | New |
| 13F-HR |
| 0002110534-26-000002 |
| $84.5M |
| View |