Prism Planning Partners LLC
All 13F Filings
- Location
- Libertyville, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 94,482
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 35 | 94,482 | 13F-HR | Prism Planning Partners LLC |
| Q1 2026 | 5/12/2026 | 42 | 84,547 | 13F-HR | Prism Planning Partners LLC |
| Q4 2025 | 2/11/2026 | 45 | 89,129 | 13F-HR | Prism Planning Partners LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.793 K | 8.2% | 0 | 5.379 K | -5.379 K |
| ETFs | 86.69 K | 91.8% | 15.32 K | 0 | 15.32 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
94,482
Holdings
35
QoQ value change ($000)
9,935
(11.8%)
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.