Prosperity Planning
Prosperity Planning reported 87 stocks worth $316M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are VUG (8.7%), EFA (8.6%) and AVDV (6.7%). Compared with Q2 2026, the fund opened new positions in DE, MSFT and PFF, added to VUG, EFA and AVDV, trimmed DFAX, IVE and VBR and sold out of BAC, AMAT and LOW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $27.4M | 8.7% | 304K | +8,483 (+3%) | 8 of 8 | |
| 2 |  EFA Ishares TR | $27.1M | 8.6% | 261K | +5,431 (+2%) | 8 of 8 | |
| 3 |  AVDV Avantis International Small Cap Value ETF | $21.1M | 6.7% | 193K | +7,505 (+4%) | 8 of 8 | |
| 4 |  IGSB Ishares TR | $17.5M | 5.5% | 342K | +24K (+8%) | 8 of 8 | |
| 5 |  DFAX Dimensional ETF Trust | $16.8M | 5.3% | 455K | −17K (−4%) | 8 of 8 | |
| 6 |  AVLC American Centy ETF TR | $14.7M | 4.6% | 162K | +11K (+7%) | 8 of 8 | |
| 7 |  AVEM American Centy ETF TR | $13.7M | 4.3% | 146K | +5,886 (+4%) | 8 of 8 | |
| 8 |  AVMV American Centy ETF TR | $13.1M | 4.2% | 172K | +15K (+10%) | 8 of 8 | |
| 9 |  IVE Ishares TR | $11.9M | 3.8% | 52K | −882 (−2%) | 8 of 8 | |
| 10 |  AVUV American Centy ETF TR | $10.4M | 3.3% | 88K | +5,078 (+6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Prosperity Planning 13F FAQ
What does Prosperity Planning own?
Prosperity Planning reported 87 stocks worth $316M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are VUG (8.7%), EFA (8.6%) and AVDV (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Prosperity Planning buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 25 added to, 41 trimmed and 5 sold out. New positions include DE, MSFT and PFF. It sold all of BAC, AMAT and LOW.
When will Prosperity Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Prosperity Planning's portfolio worth?
The Q3 2026 filing reports $316M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.