Prosperity Planning, Inc. ETF holdings
North Kansas City, MO
Reported $295.4M in 72 ETFs in its Form 13F for June 30, 2026.
ETF value
$295.4M
ETFs held
72
Change from prior quarter
+12.1%
With price moves
ETFs as a share of its 13F
67.7%
of $436.3M
Top 10 of 72 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| EFA | iShares MSCI EAFE ETF | $26.5M | 255,360 | +5,690 shares |
| VUG | Vanguard Morningstar Growth ETF | $25.4M | 295,226 | +246,955 shares |
| AVDV | Avantis International Small Cap Value ETF | $19.1M | 185,156 | +3,614 shares |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $17.4M | 472,299 | −16,461 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $16.6M | 317,095 | +24,103 shares |
| AVLC | Avantis U.S. Large Cap Equity ETF | $13.6M | 151,352 | +7,662 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $13.5M | 139,840 | −803 shares |
| AVMV | Avantis U.S. Mid Cap Value ETF | $12.7M | 157,113 | +11,395 shares |
| IVE | iShares S&P 500 Value ETF | $12.0M | 52,845 | −433 shares |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | $10.5M | 34,198 | +833 shares |
62 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) 0001843292. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Prosperity Planning, Inc. own?
Prosperity Planning, Inc. reported 72 ETF positions worth $295.4M in its Form 13F for June 30, 2026. The largest was EFA, at $26.5M.
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.