Prosperity Planning, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing was signed by Ryan Noble, the Chief Compliance Officer, on October 7, 2026.
The report lists a total of 119 holdings across various asset classes. The portfolio is heavily weighted toward exchange-traded funds (ETFs), with significant positions in American Century Investments ETFs, including Avantis U.S. Large Cap Value (162,333 shares) and Avantis International Large Cap (145,726 shares).
Other notable equity positions include Alphabet Inc. Class A (837 shares), Amazon.com Inc. (1,275 shares), Apple Inc. (11,740 shares), Berkshire Hathaway Inc. Class B (4,136 shares), and Eli Lilly & Co. (535 shares). The filing also includes a position in the Fidelity Wise Origin Bitcoin Shares ETF (9,300 shares).
The portfolio features a substantial allocation to fixed income and cash equivalents, primarily through ETFs. Major holdings in this category include iShares Core U.S. Aggregate Bond ETF (1,164,033 shares), Vanguard Total Bond Market ETF (37,665 shares), and Vanguard Short-Term Bond ETF (76,648 shares). The firm also holds a diverse range of other bond ETFs, including iShares TIPS Bond ETF and various iShares International Bond ETFs with varying maturities.
Additional equity exposure is provided through other ETFs such as the iShares Core S&P 500 ETF (1,780 shares), Vanguard Total Stock Market ETF (2,797 shares), and various sector-specific and international ETFs.
