Prosperity Planning, Inc.
All 13F Filings
- Location
- North Kansas City, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 394,652
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 110 | 394,652 | 13F-HR | Prosperity Planning, Inc. |
| Q4 2025 | 1/14/2026 | 108 | 382,309 | 13F-HR | Prosperity Planning, Inc. |
| Q3 2025 | 10/9/2025 | 109 | 370,662 | 13F-HR | Prosperity Planning, Inc. |
| Q2 2025 | 7/11/2025 | 106 | 346,635 | 13F-HR | Prosperity Planning, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.66 K | 3.7% | 0 | 138.2 K | -138.2 K |
| ETFs | 262.9 K | 66.6% | 145.7 K | 0 | 145.7 K |
| Debt | 117.1 K | 29.7% | 4.754 K | 0 | 4.754 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
394,652
Holdings
110
QoQ value change ($000)
12,343
(3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.