Prosperity Planning, Inc.

CIK

1843292

Location

NORTH KANSAS CITY, MO

Portfolio Value

Micro $23,221,427

Diversification

Diversified

Filing Date

Global Rank

#7,678 / 8,517 ▲ 383

Top Industry

Real Estate Services 32.0%

3Y Alpha vs SPY

-6.2%

Period ended 46 days ago

Filed Jul 10, 2026 · 36d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+50.6%

SPY

+75.3%

Annualised alpha

-6.0%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.3%

+0.5 pts

Top 5

72.4%

+5.6 pts

Top 10

87.9%

+2.9 pts

HHI

1,275

Diversified+128

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	30.3%	$7,034,439	5
Real Estate	30.0%	$6,968,412	2
Technology	15.7%	$3,654,316	2
Financial Services	10.0%	$2,317,478	2
Consumer Defensive	4.4%	$1,018,134	2
Healthcare	4.2%	$977,818	2
Consumer Cyclical	2.9%	$667,029	3
Communication Services	1.3%	$299,476	1
Basic Materials	1.2%	$284,325	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
NWL	Newell Brands Inc.	+30,424	129,776	$796,824
O	Realty Income Corp	+4,506	28,772	$1,782,713
CBRE	Cbre Group, Inc.	+2,072	38,501	$5,185,699
AAPL	Apple Inc.	+987	11,657	$3,373,069
FBTC	Fidelity Wise Origin Bitcoin Fund	+30	9,330	$476,296
FCX	Freeport-Mcmoran Inc	+21	4,521	$284,325
AMZN	Amazon Com Inc	+20	1,023	$243,821
BRK-B	Berkshire Hathaway Inc	+11	4,067	$2,035,086
LOW	Lowes Companies Inc	+9	995	$219,387
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−170	5,927	$4,426,105
MDY	Spdr S&P Midcap 400 ETF Trust	−56	1,404	$987,489
QQQ	Invesco Qqq Trust, Series 1	−12	991	$729,772
GOOGL	Alphabet Inc.	−8	838	$299,476
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
BAC	Bank Of America Corp /De/	4,956	$282,392
AMAT	Applied Materials Inc /De	389	$281,247
WMT	Walmart Inc.	1,954	$221,310
YUM	Yum Brands Inc	1,275	$203,821
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	24,327	$1,558,874
VXUS	Vanguard Total International Stock ETF	7,746	$597,294
TYL	Tyler Technologies Inc	1,334	$456,734
COP	Conocophillips	1,770	$233,640
PEP	Pepsico Inc	1,304	$202,498
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 tracked positions · $23,221,427 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CBRE	Cbre Group, Inc. Real Estate	Added	38,501	+2,072	$5,185,699	+5.1%	22.33%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,927	-170	$4,426,105	+11.6%	19.06%
AAPL	Apple Inc. Technology	Added	11,657	+987	$3,373,069	+24.6%	14.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,067	+11	$2,035,086	+4.7%	8.76%
O	Realty Income Corp Real Estate	Added	28,772	+4,506	$1,782,713	+20.1%	7.68%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	1,404	-56	$987,489	+9.7%	4.25%
NWL	Newell Brands Inc. Consumer Defensive	Added	129,776	+30,424	$796,824	+133.8%	3.43%
QQQ	Invesco Qqq Trust, Series 1	Reduced	991	-12	$729,772	+26.1%	3.14%
LLY	ELI LILLY & Co Healthcare	Held	508	0	$609,310	+30.4%	2.62%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	9,330	+30	$476,296	−13.2%	2.05%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	794	0	$414,777	+12.8%	1.79%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	700	0	$368,508	−6.3%	1.59%
GOOGL	Alphabet Inc. Communication Services	Reduced	838	-8	$299,476	+23.1%	1.29%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	4,521	+21	$284,325	+7.5%	1.22%
BAC	Bank Of America Corp /De/ Financial Services	NEW	4,956	NEW	$282,392	NEW	1.22%
AMAT	Applied Materials Inc /De Technology	NEW	389	NEW	$281,247	NEW	1.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,023	+20	$243,821	+16.7%	1.05%
WMT	Walmart Inc. Consumer Defensive	NEW	1,954	NEW	$221,310	NEW	0.95%
LOW	Lowes Companies Inc Consumer Cyclical	Added	995	+9	$219,387	−5.8%	0.94%
YUM	Yum Brands Inc Consumer Cyclical	NEW	1,275	NEW	$203,821	NEW	0.88%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.