Holdings
Prism Planning Partners LLC
As of Jun 30, 2026, Prism Planning Partners LLC reported 14 positions worth US$7.79M. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 5,826 | US$1.69M | +56 | Jun 30, 2026 |
| Nvidia Corporation | 5,578 | US$1.12M | −73 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,345 | US$797K | +419 | Jun 30, 2026 |
| Microsoft Corp. | 1,794 | US$669K | +13 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,727 | US$617K | −506 | Jun 30, 2026 |
| Abbvie Inc. | 2,294 | US$577K | −28 | Jun 30, 2026 |
| Meta Platforms, Inc. | 763 | US$430K | +3 | Jun 30, 2026 |
| At&t Inc. | 16,692 | US$346K | +2,778 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,044 | US$342K | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 597 | US$299K | −2 | Jun 30, 2026 |