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Prosperity Planning, Inc.
hedge fundUpdated 27 days agoManaged by Prosperity Planning, Inc. • Latest filing Q3 2026
Portfolio value
$450.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
24.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $382.3M |
| Q1 2026 | $394.7M |
| Q2 2026 | $436.3M |
| Q3 2026 | $450.7M |
Top holdings
119 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $55M | 1.16M | 12.20% | Added(+6.0%) | |
| 2 | $27.4M | 303.7K | 6.07% | Added(+2.9%) | |
| 3 | $27.1M | 260.8K | 6.01% | Added(+2.1%) | |
| 4 | ? N/A AMERICAN CENTY ETF TR | $21.1M | 192.7K | 4.68% | Added(+4.0%) |
| 5 | $20.3M | 412.2K | 4.50% | Added(+7.3%) | |
| 6 | $17.5M | 341.6K | 3.88% | Added(+7.7%) | |
| 7 | $16.8M | 454.8K | 3.74% | Trimmed(-3.7%) | |
| 8 | ? N/A ISHARES TR | $15.3M | 366.5K | 3.40% | Added(+7.5%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $14.7M | 162.3K | 3.25% | Added(+7.3%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $13.7M | 145.7K | 3.04% | Added(+4.2%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $13.1M | 172.2K | 2.92% | Added(+9.6%) |
| 12 | $11.9M | 52.0K | 2.63% | Trimmed(-1.7%) | |
| 13 | ? N/A AMERICAN CENTY ETF TR | $10.4M | 88.3K | 2.31% | Added(+6.1%) |
| 14 | $10.3M | 35.2K | 2.28% | Added(+2.9%) | |
| 15 | $9.2M | 39.8K | 2.04% | Trimmed(-3.2%) | |
| 16 | ? N/A AMERICAN CENTY ETF TR | $8.9M | 98.1K | 1.97% | Added(+6.8%) |
| 17 | $8.8M | 45.2K | 1.96% | Trimmed(-1.8%) | |
| 18 | ? N/A AMERICAN CENTY ETF TR | $7.4M | 58.0K | 1.65% | Added(+1.5%) |
| 19 | $6.4M | 18.9K | 1.41% | Added(+0.1%) | |
| 20 | $5.9M | 76.6K | 1.30% | Added(+9.5%) |