Prosperity Planning, Inc.

CIK 0001843292 · Q1 2026

13F Equity AUM

$394.7M

+3.2% QoQ

Positions

110

+2 QoQ

AUM Rank

#4,999

Top 40%

Skill Alpha (FF)

-3.3%/yr^ns

No Clear Edge

Rank #6,519 · Top 79%

vs S&P -8.7%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 33.1%Top 10: 50.4%Top 20: 71.1%

ISTB12.5%

EFA6.1%

VUG5.3%

AVDV4.6%

VTIP4.5%

DFAX4.2%

IGSB3.9%

GNMA3.5%

AVEM2.9%

IVE2.9%

Others (100)49.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services96.8%

Other3.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 110Median: 0.24%Avg: 0.91%

0–0.5%

70(12.4%)

0.5–1%

14(9.7%)

1–3%

18(33.2%)

3–5%

5(20.7%)

5%+

3(24.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 108Unique: 2vs 20 funds

1.5%Low

110

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

2.3%

2.1%

2.9%

2.1%

0.7%

VANGUARD CAPITAL MANAGEMENT LLC

0.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.5%

GEODE CAPITAL MANAGEMENT, LLC

0.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New6Increased42Decreased41Exited4

New Positions

NDQ0.1%

+1K

FCX0.1%

+5K

COP0.1%

+2K

GOOGL0.1%

+846

AMZN0.1%

+1K

PEP0.1%

+1K

Increased

ISTB12.5%

+52K(+5%)

GNMA3.5%

+22K(+8%)

VTIP4.5%

+21K(+6%)

IGSB3.9%

+18K(+6%)

AVMV2.7%

+13K(+10%)

AVLC2.8%

+13K(+10%)

IBTI0.2%

+12K(+64%)

IBTH0.1%

+12K(+95%)

IBTG0.1%

+11K(+90%)

EFA6.1%

+8K(+3%)

Decreased

DFAX4.2%

-23,693(-5%)

IVLU1.3%

-6,438(-5%)

IBDR0.2%

-3,990(-9%)

SHM0.2%

-2,827(-13%)

VOE2.2%

-1,644(-3%)

DISV0.4%

-1,466(-4%)

IJH0.1%

-1,265(-14%)

DYNF0.1%

-1,171(-23%)

EFV0.1%

-960(-14%)

DFAE0.1%

-944(-7%)

Exited

-1,330

-625

-4,421

-3,886

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...