Prism Planning Partners LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 27, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's principal office at 321 S. Milwaukee Ave, Libertyville, IL 60048.
The portfolio is managed by Nicole Sullivan, who is listed as a Co-Founder and Chief Compliance Officer. The filing indicates the firm holds 83 total equity securities.
The largest holding in the portfolio is the iShares Core S&P Total Stock Market ETF, with 18,837,070 shares. The second-largest holding is the iShares Core MSCI International ETF, with 13,954,500 shares. The third-largest holding is the Vanguard Short-Term Treasury ETF, with 19,588,900 shares.
The filing also lists significant positions in Dimensional ETF Trust Emerging Markets Core ETF (16,214,000 shares), American Century International Small Cap Value ETF (5,840,400 shares), and the Dimensional ETF Trust Short Duration Fixed Income ETF (12,202,600 shares).
Individual stock positions include Apple Inc. with 4,6,710 shares, Microsoft Corporation with 1,104 shares, Amazon.com Inc. with 1,672 shares, and JPMorgan Chase & Co. with 1,053 shares. The filing also lists positions in NVIDIA Corporation (3,007 shares), AbbVie Inc. (2,269 shares), Alphabet Inc. Class A (918 shares), and Southwest Gas Holdings Inc. (3,853 shares).
