Prosperity Planning, Inc.

Q3 2026 13F-HR Holdings

Location
North Kansas City, MO
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$450,700
Net value change ($000)
+14,399 (3.3%)
New positions
7
Sold out positions
6
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MUB 3,292 128.6%
AVDV 1,993 10.4%
VUG 1,936 7.6%
AVLC 1,038 7.6%
IGSB 881 5.3%
SJNK 698 NEW
AVIV 616 12.4%
EFA 567 2.1%
AAPL 537 15.9%
AVLV 495 5.9%
Top Reduces (Value $000, Stocks/ETFs)
VBR -797 -8.0%
DFAX -562 -3.2%
VBK -517 -7.5%
USRT -343 -6.6%
IJJ -301 -8.7%
BAC -282 -100.0%
AMAT -281 -100.0%
IWN -271 -6.8%
VOE -259 -2.8%
CBRE -240 -4.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type