Prism Planning Partners LLC has disclosed its latest holdings in a recent SEC filing, revealing a total value of over $105 million as of September 30, 2026. This update is significant as it provides insight into the firm’s investment strategies and positions across various sectors, including technology and finance.

The filing, which was submitted on October 27, 2026, reflects the firm’s ongoing commitment to transparency and regulatory compliance. With a total of 83 entries in the report, the firm showcases a diverse portfolio that includes significant investments in major companies such as Apple Inc., Microsoft Corp., and Amazon.com Inc.

Background

Prism Planning Partners LLC is an investment management firm based in Libertyville, Illinois. The company is registered under the Central Index Key (CIK) number 0002110534. According to its recent filings, Prism focuses on asset management, providing services that align with its clients' financial goals.

The firm operates under the SEC Act of 1934 and has been active in filing Form 13F-HR, which is required for institutional investment managers with over $100 million in assets under management. Recent filings include reports from July 23, 2026, and May 12, 2026, indicating a consistent reporting practice.

What the Filing Says

The SEC filing reveals that Prism Planning Partners LLC holds a total of $105,321,432 in various securities. The firm has disclosed 83 different positions, demonstrating a broad investment strategy. Notably, the firm has significant holdings in exchange-traded funds (ETFs) and large-cap stocks.

For instance, the filing highlights investments in the iShares Core S&P Total Stock Market ETF and the Vanguard Intermediate-Term Treasury Fund, among others. These positions reflect a strategic approach to balance risk and return in the current market environment.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. The detailed disclosure provides insights into Prism's investment philosophy and its approach to managing client assets. Competitors such as AQR Capital Management LLC and Parametric Portfolio Associates LLC may take note of Prism's strategies as they navigate their own investment decisions.

What's Next

While the filing does not specify future actions or upcoming votes, it indicates that Prism Planning Partners LLC will continue to monitor and adjust its portfolio in response to market conditions. Investors and analysts will likely keep an eye on future filings to gauge the firm’s performance and strategic shifts.