Prosperity Planning, Inc.
SEC Form 13F institutional filer · CIK 0001843292
13F-HR · 21 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
93.5%
Prosperity Planning, Inc. — $56.1M AUM allocation strategy
Prosperity Planning, Inc. files SEC Form 13F and reports $56.1M of long US equity value across 21 reported holdings for 2026-03-31.
Its largest sector bet is Financials 36.6%, followed by Real Estate 11.5% and Information Technology 5.7%.
The top 10 holdings account for 93% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Prosperity Planning, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$56.1M
total across 21 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
93% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CBRE +5.23K sh · −$81.8K+$IVV +1.53K sh · +$432K+$AAPL +336 sh · −$101K
Biggest trims (shares)
−$IWM −1.4K sh · −$270K−$SPGI −1.18K sh · −$220K−$BLK −121 sh · −$219K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Financial Exchanges & Data29.1%—
- Real Estate Services8.8%—
- Technology Hardware, Storage & Peripherals4.8%—
- Asset Management & Custody Banks4.1%—
- Multi-Sector Holdings3.5%—
- Retail REITs2.7%—
- Pharmaceuticals0.8%—
- Application Software0.8%—
- Other holdings45.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 87.6K | $16.3M | -1.18K | 29.1% |
| $CBRE | CBRE Group Inc Common Stock Class A | 36.4K | $4.93M | +5.23K | 8.8% |
| $AAPL | Apple Inc | 10.7K | $2.71M | +336 | 4.8% |
| $BLK | BlackRock Inc | 20.1K | $2.28M | -121 | 4.1% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 4.06K | $1.94M | +0 | 3.5% |
| $O | Realty Income Corporation | 24.3K | $1.48M | +0 | 2.6% |
…and 15 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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