Prosperity Planning, Inc. reported 117 holdings worth US$436M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Prosperity Planning, Inc. reported 117 holdings worth US$436M as of Jun 30, 2026. Largest: Cbre Group Inc, Apple Inc and Berkshire Hathaway Inc. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 117
- Value as reported
- US$436M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Cbre Group Inc | 38,501 | US$5.19M | 1.2% |
| Apple Inc | 11,657 | US$3.37M | 0.77% |
| Berkshire Hathaway Inc. | 4,067 | US$2.03M | 0.47% |
| Realty Income Corporation | 28,772 | US$1.78M | 0.41% |
| Newell Brands Inc. | 130K | US$797K | 0.18% |
| Eli Lilly And Company | 508 | US$609K | 0.14% |
| Idexx Laboratories, Inc. | 700 | US$369K | 0.08% |
| Alphabet Inc (google) Class C | 838 | US$299K | 0.07% |
| Freeport-mcmoran, Inc. | 4,521 | US$284K | 0.07% |
| Bank Of America Corporation | 4,956 | US$282K | 0.06% |
| Applied Materials, Inc. | 389 | US$281K | 0.06% |
| Amazon.com, Inc. | 1,023 | US$244K | 0.06% |
| Walmart Inc. | 1,954 | US$221K | 0.05% |
| Lowe's Companies, Inc. | 995 | US$219K | 0.05% |
| Yum! Brands, Inc. | 1,275 | US$204K | 0.05% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Tyler Technologies, Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |