Prism Planning Partners LLC reported 48 holdings worth US$94.5M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Prism Planning Partners LLC reported 48 holdings worth US$94.5M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$94.5M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 5,826 | US$1.69M | 1.8% |
| Nvidia Corporation | 5,578 | US$1.12M | 1.2% |
| Amazon.com, Inc. | 3,345 | US$797K | 0.84% |
| Microsoft Corp. | 1,794 | US$669K | 0.71% |
| Alphabet Inc (google) Class C | 1,727 | US$617K | 0.65% |
| Abbvie Inc. | 2,294 | US$577K | 0.61% |
| Meta Platforms, Inc. | 763 | US$430K | 0.45% |
| At&t Inc. | 16,692 | US$346K | 0.37% |
| Jp Morgan Chase & Co. | 1,044 | US$342K | 0.36% |
| Berkshire Hathaway Inc. | 597 | US$299K | 0.32% |
| Corning Incorporated | 1,119 | US$286K | 0.30% |
| Goldman Sachs Group, Inc. (the) | 210 | US$212K | 0.22% |
| Exxon Mobil Corporation | 1,523 | US$208K | 0.22% |
| Western Digital Corporation | 325 | US$208K | 0.22% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Merck & Company, Inc. | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Eli Lilly And Company | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |