13F Filings History of Prism Planning Partners LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$89,128,821
Signature - Title
Nicole Sullivan - CO-FOUNDER / CCO
Location
Libertyville, IL
Summary
This page shows a list of all the recent 13F filings made by Prism Planning Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Prism Planning Partners LLC reported 45 stock holdings with total value $89,128,821 as of Q4 2025. Top holdings included ITOT, IDEV, VGIT, AVDV, and DFEM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 45 $89,128,821 $0 $0 $0 ITOT, IDEV, VGIT, AVDV, DFEM 13F-HR 11 Feb 2026, 15:35