Prism Planning Partners LLC - Q42025 Holdings

Prism Planning Partners LLC holds 45 stocks with a total portfolio value of $ 89.13M as of Q42025. In Q42025, Prism Planning Partners LLC added 45 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (ITOT), representing 27.03% of the total portfolio.