Prosperity Planning, Inc. - Q42025 Holdings

Prosperity Planning, Inc. holds 108 stocks with a total portfolio value of $ 382.31M as of Q42025. In Q42025, Prosperity Planning, Inc. added 2 new positions, increased stakes in 45 stocks, reduced 43 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (ISTB), representing 12.31% of the total portfolio.