Prosperity Planning, Inc. - Q12026 Holdings

Prosperity Planning, Inc. holds 110 stocks with a total portfolio value of $ 394.65M as of Q12026. In Q12026, Prosperity Planning, Inc. added 6 new positions, increased stakes in 42 stocks, reduced 41 holdings, and fully exited 4 positions. The largest holding is Ishares Tr (ISTB), representing 12.50% of the total portfolio.