Prism Planning Partners LLC ETF holdings
Libertyville, IL
Reported $86.7M in 21 ETFs in its Form 13F for June 30, 2026.
ETF value
$86.7M
ETFs held
21
Change from prior quarter
+13.4%
With price moves
ETFs as a share of its 13F
91.8%
of $94.5M
Top 10 of 21 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $28.6M | 174,303 | +5,289 shares |
| IDEV | iShares Core MSCI International Developed Markets ETF | $11.4M | 127,728 | +4,113 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $10.0M | 169,001 | +8,009 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $6.0M | 148,271 | +1,180 shares |
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | $5.9M | 203,141 | +3,443 shares |
| AVDV | Avantis International Small Cap Value ETF | $5.5M | 53,754 | +117 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $5.1M | 106,528 | +4,241 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $3.9M | 78,204 | +2,029 shares |
| DFIV | Dimensional International Value ETF | $2.8M | 52,411 | +3,416 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $1.4M | 16,806 | +2,809 shares |
11 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002110534. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Prism Planning Partners LLC own?
Prism Planning Partners LLC reported 21 ETF positions worth $86.7M in its Form 13F for June 30, 2026. The largest was ITOT, at $28.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.