Prism Planning Partners LLC - Q12026 Holdings

Prism Planning Partners LLC holds 42 stocks with a total portfolio value of $ 84.55M as of Q12026. In Q12026, Prism Planning Partners LLC added 1 new position, increased stakes in 10 stocks, reduced 28 holdings, and fully exited 4 positions. The largest holding is Ishares Tr (ITOT), representing 28.47% of the total portfolio.