Prosperity Planning, Inc.

Q4 2025 13F-HR Holdings

Location
North Kansas City, MO
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$382,309
Net value change ($000)
+11,647 (3.1%)
New positions
0
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPY 1,281 45.5%
IGSB 1,011 7.5%
AVMV 1,006 11.9%
AVDV 900 5.7%
AVLC 824 8.7%
AVLV 715 13.1%
AVUV 546 7.7%
AVUS 511 9.7%
TIP 438 34.0%
VUG 394 1.8%
Top Reduces (Value $000, Stocks/ETFs)
CBRE -1,848 -26.9%
DFAC -604 -17.0%
IVW -538 -17.7%
IBDQ -516 -100.0%
VOT -444 -4.7%
VTV -443 -11.1%
DFAX -248 -1.5%
FBTC -219 -23.6%
ORCL -215 -100.0%
NWL -151 -29.0%
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