Latest Prosperity Planning, Inc. Stock Portfolio
Prosperity Planning, Inc. Performance:
2026 Q1: -0.06%YTD: -0.06%2025: 12.8%
Performance for 2026 Q1 is -0.06%, and YTD is -0.06%, and 2025 is 12.8%.
About Prosperity Planning, Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Prosperity Planning, Inc. reported an equity portfolio of $394.7 Millions as of 31 Mar, 2026.
The top stock holdings of Prosperity Planning, Inc. are IBCE, IJR, VB. The fund has invested 12.5% of it's portfolio in ISHARES TR and 6.1% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (IBCE), ISHARES TR (DMXF) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD WHITEHALL FDS (VIGI), BLACKROCK ETF TRUST (BECO) and ISHARES TR (IJR). Prosperity Planning, Inc. opened new stock positions in INVESCO QQQ TR (QQQ), FREEPORT MCMORAN INC (FCX) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), ISHARES TR (IJR) and CBRE GROUP INC (CBRE).
The top stock holdings of Prosperity Planning, Inc. are IBCE, IJR, VB. The fund has invested 12.5% of it's portfolio in ISHARES TR and 6.1% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (IBCE), ISHARES TR (DMXF) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD WHITEHALL FDS (VIGI), BLACKROCK ETF TRUST (BECO) and ISHARES TR (IJR). Prosperity Planning, Inc. opened new stock positions in INVESCO QQQ TR (QQQ), FREEPORT MCMORAN INC (FCX) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), ISHARES TR (IJR) and CBRE GROUP INC (CBRE).
Prosperity Planning, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Prosperity Planning, Inc. made a return of -0.06% in the last quarter. In trailing 12 months, it's portfolio return was 12.75%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| invesco qqq tr | 578,896 |
| freeport mcmoran inc | 264,510 |
| alphabet inc | 243,276 |
| conocophillips | 233,640 |
| amazon com inc | 208,895 |
| pepsico inc | 202,498 |
New stocks bought by Prosperity Planning, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 94.8 |
| ishares tr | 89.61 |
| ishares tr | 64.3 |
| ishares tr | 50.11 |
| cbre group inc | 16.76 |
| eli lilly & co | 14.93 |
| american centy etf tr | 9.89 |
| american centy etf tr | 9.82 |
Additions to existing portfolio by Prosperity Planning, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard whitehall fds | -25.5 |
| blackrock etf trust | -22.88 |
| ishares tr | -14.34 |
| ishares tr | -14.08 |
| spdr series trust | -12.69 |
| ishares tr | -10.88 |
| ishares tr | -9.21 |
| ishares tr | -7.65 |
Prosperity Planning, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -233,960 |
| ishares tr | -204,792 |
| ishares tr | -264,165 |
| ishares tr | -214,356 |
Prosperity Planning, Inc. got rid off the above stocks
Sector Distribution
Prosperity Planning, Inc. has about 92.9% of it's holdings in Others sector.
- Others
- Utilities
- Real Estate
| Sector | % |
|---|---|
| Others | 92.9 |
| Utilities | 4 |
| Real Estate | 1.6 |
Market Cap. Distribution
Prosperity Planning, Inc. has about 2% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 92.9 |
| MID-CAP | 4 |
| LARGE-CAP | 2 |
Stocks belong to which Index?
About 7% of the stocks held by Prosperity Planning, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
- S&P 500
| Index | % |
|---|---|
| Others | 93 |
| RUSSELL 2000 | 4 |
| S&P 500 | 3 |
Prosperity Planning, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Prosperity Planning, Inc.
Prosperity Planning, Inc. has 108 stocks in it's portfolio. About 50.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Prosperity Planning, Inc. last quarter.
Last Reported on: 10 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.69 | 10,670 | 2,707,940 | added | 3.25 | ||
| AAXJ | ishares tr | 3.90 | 292,992 | 15,399,700 | added | 6.47 | ||
| AAXJ | ishares tr | 1.16 | 77,161 | 4,567,160 | added | 2.72 | ||
| AAXJ | ishares tr | 1.01 | 37,275 | 3,969,830 | reduced | -0.7 | ||
| AAXJ | ishares tr | 0.64 | 23,681 | 2,513,770 | added | 1.01 | ||
| AAXJ | ishares tr | 0.61 | 30,503 | 2,391,740 | reduced | -2.88 | ||
| AAXJ | ishares tr | 0.11 | 5,860 | 435,691 | reduced | -14.08 | ||
| AAXJ | ishares tr | 0.09 | 15,863 | 354,697 | added | 6.77 | ||
| ACWF | ishares tr | 0.11 | 9,750 | 450,353 | reduced | -4.85 | ||
| AEMB | american centy etf tr | 4.59 | 181,542 | 18,128,800 | added | 1.49 | ||
| AEMB | american centy etf tr | 2.87 | 140,643 | 11,333,000 | added | 1.92 | ||
| AEMB | american centy etf tr | 2.82 | 143,690 | 11,143,200 | added | 9.89 | ||
| AEMB | american centy etf tr | 2.74 | 145,718 | 10,809,400 | added | 9.82 | ||
| AEMB | american centy etf tr | 2.23 | 79,650 | 8,798,940 | added | 6.63 | ||
| AEMB | american centy etf tr | 1.79 | 87,617 | 7,062,770 | added | 7.39 | ||
| AEMB | american centy etf tr | 1.57 | 55,838 | 6,208,040 | added | 8.26 | ||
| AEMB | american centy etf tr | 1.14 | 60,276 | 4,510,430 | added | 7.47 | ||
| AEMB | american centy etf tr | 0.60 | 27,935 | 2,370,020 | added | 4.66 | ||
| AGT | ishares tr | 1.27 | 126,156 | 5,005,880 | reduced | -4.86 | ||
| AGT | ishares tr | 0.57 | 44,864 | 2,244,980 | added | 0.76 | ||