Prosperity Planning, Inc.

Q1 2026 13F-HR Holdings

Location
North Kansas City, MO
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
110
Total value ($000)
$394,652
Net value change ($000)
+12,343 (3.2%)
New positions
6
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVMV 1,362 14.4%
AVDV 1,321 7.9%
AVUV 1,182 15.5%
EFA 1,072 4.6%
AVLV 881 14.3%
AVLC 862 8.4%
IGSB 848 5.8%
AVEM 704 6.6%
QQQ 579 NEW
AVIV 515 12.9%
Top Reduces (Value $000, Stocks/ETFs)
VUG -1,685 -7.4%
VOT -458 -5.1%
QUAL -264 -100.0%
IVE -246 -2.1%
IVW -220 -8.8%
OEF -214 -100.0%
IWD -171 -9.5%
DFAX -170 -1.0%
FBTC -160 -22.6%
TYL -149 -24.6%
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