Prosperity Planning, Inc.
All 13F Filings
- Location
- North Kansas City, MO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 450,700
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 119 | 450,700 | 13F-HR | Prosperity Planning, Inc. |
| Q2 2026 | 7/10/2026 | 117 | 436,301 | 13F-HR | Prosperity Planning, Inc. |
| 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 | 16.95 K | 3.8% | 288 | 0 | 288 |
| ETFs | 299.1 K | 66.4% | 4.164 K | 0 | 4.164 K |
| Debt | 134.7 K | 29.9% | 9.949 K | 0 | 9.949 K |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
450,700
Holdings
119
QoQ value change ($000)
14,399
(3.3%)
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.