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NICOLE SULLIVAN

Prism Planning Partners Llc

Assets Managed
$84.547M
Holdings
42
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
-5.14%(2Q avg: -2.57%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Prism Planning Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Prism Planning Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 84.547M in assets, with a quarterly growth rate of -5.14% and a 2-quarter average growth rate of -2.57%. The portfolio is managed by NICOLE SULLIVAN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 4.31%
28.48%
$24.073M
169,014 shares@ $142.44 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 1.58%
12.22%
$10.33M
123,615 shares@ $83.57 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 11.46%
11.34%
$9.587M
160,992 shares@ $59.56 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 2.48%
6.34%
$5.356M
53,637 shares@ $99.86 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 3.25%
6.02%
$5.082M
147,091 shares@ $34.56 avg price
BSVO
Ea Bridgeway Omni Sm-cp Val
Recent Activity
Increased 4.02%
6%
$5.066M
199,698 shares@ $25.37 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 10.63%
5.8%
$4.897M
102,287 shares@ $47.88 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 10.8%
4.51%
$3.805M
76,175 shares@ $49.96 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -1.11%
3.06%
$2.586M
48,995 shares@ $52.79 avg price
AAPL
Apple Inc
Recent Activity
Decreased -26.81%
1.74%
$1.464M
5,770 shares@ $253.78 avg price

1-10 of 42