Prosperity Planning, Inc.

Q3 2025 13F-HR Holdings

Location
North Kansas City, MO
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
109
Total value ($000)
$370,662
Net value change ($000)
+24,027 (6.9%)
New positions
3
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 1,865 9.1%
AVLC 1,570 19.9%
AVDV 1,460 10.1%
AVMV 1,290 18.0%
AVUV 1,056 17.6%
EFA 1,054 4.8%
AVEM 924 9.8%
IGSB 915 7.2%
AVLV 902 19.8%
CBRE 760 12.5%
Top Reduces (Value $000, Stocks/ETFs)
ICCC -111 -100.0%
TYL -93 -11.8%
QUAL -56 -17.2%
VV -34 -8.1%
IVE -30 -0.3%
INDA -21 -6.4%
EFV -21 -4.1%
NWL -16 -3.0%
VTI -13 -1.3%
IEFA -9 -4.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type