Prosperity Planning, Inc.

Q2 2026 13F-HR Holdings

Location
North Kansas City, MO
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$436,301
Net value change ($000)
+41,649 (10.6%)
New positions
9
Sold out positions
3
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
VUG 4,347 20.6%
AVLC 2,473 22.2%
EFA 2,277 9.4%
AVEM 2,160 19.1%
VOT 1,889 22.0%
AVMV 1,844 17.1%
AVUV 1,578 17.9%
AVLV 1,310 18.5%
IGSB 1,219 7.9%
VBK 1,165 20.4%
Top Reduces (Value $000, Stocks/ETFs)
TYL -457 -100.0%
COP -234 -100.0%
PEP -202 -100.0%
DISV -145 -9.1%
DFIV -125 -10.7%
EFV -117 -26.8%
COMT -117 -13.9%
FBTC -73 -13.3%
TIP -54 -3.1%
IEMG -42 -11.5%
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