Prism Planning Partners LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Libertyville, IL
CIK
0002110534
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
42
84,547
ITOT, IDEV, VGIT, AVDV
13F-HR
5/12/2026
000211053426000002
Q4 2025
45
89,128
ITOT, IDEV, VGIT, AVDV
13F-HR
2/11/2026
000211053426000001