Prosperity Planning, Inc. reported 119 holdings worth US$451M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Prosperity Planning, Inc. reported 119 holdings worth US$451M as of Sep 30, 2026. Largest: Cbre Group Inc, Apple Inc and Berkshire Hathaway Inc. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 119
- Value as reported
- US$451M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Cbre Group Inc | 38,501 | US$4.95M | 1.1% |
| Apple Inc | 11,740 | US$3.91M | 0.87% |
| Berkshire Hathaway Inc. | 4,136 | US$2.06M | 0.46% |
| Realty Income Corporation | 28,749 | US$1.56M | 0.35% |
| Newell Brands Inc. | 130K | US$685K | 0.15% |
| Eli Lilly And Company | 535 | US$619K | 0.14% |
| Deere & Company | 571 | US$383K | 0.09% |
| Idexx Laboratories, Inc. | 700 | US$366K | 0.08% |
| Amazon.com, Inc. | 1,275 | US$318K | 0.07% |
| Freeport-mcmoran, Inc. | 4,500 | US$315K | 0.07% |
| Microsoft Corp. | 573 | US$294K | 0.07% |
| Alphabet Inc (google) Class C | 837 | US$288K | 0.06% |
| Walmart Inc. | 1,930 | US$201K | 0.04% |
| Carlyle Secured Lending, Inc. | 18,253 | US$195K | 0.04% |
| Goldman Sachs Bdc, Inc. | 14,752 | US$134K | 0.03% |
| Lowe's Companies, Inc. | 0 | US$0 | 0.00% |
| Yum! Brands, Inc. | 0 | US$0 | 0.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Bank Of America Corporation | 0 | US$0 | 0.00% |