Prism Planning Partners LLC

Q3 2026 13F Detailed Holdings

Location
Libertyville, IL
Holdings as of
9/30/2026
Value ($000)
$105,321
Num holdings
83
Date filed
10/27/2026
Form type
13F-HR
Holdings also reported by
Prev filing
7/23/2026
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558