Prosperity Planning, Inc.
CIK
1843292
Location
NORTH KANSAS CITY, MO
Portfolio Value
Micro
$20,475,958
Diversification
Diversified
Filing Date
Global Rank
#7,705
/ 8,586
▲ 136
Top Industry
Real Estate Services
35.0%
3Y Alpha vs SPY
-6.9%
Period ended 3 months ago
Filed Apr 10, 2026 · 2mo
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.3%
SPY
+78.1%
Annualised alpha
-6.9%
Max drawdown
−18.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.1%
−1.6 pts
Top 5
73.4%
−5.2 pts
Top 10
87.9%
−7.1 pts
HHI
1,335
Diversified−201
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 31.4% | $6,419,265 |
| Unclassified | 31.1% | $6,361,253 |
| Technology | 15.5% | $3,164,673 |
| Financial Services | 9.5% | $1,943,635 |
| Healthcare | 4.2% | $860,566 |
| Consumer Defensive | 2.7% | $543,275 |
| Consumer Cyclical | 2.2% | $441,866 |
| Basic Materials | 1.3% | $264,510 |
| Communication Services | 1.2% | $243,275 |
| Energy | 1.1% | $233,640 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MDY | Spdr S&P Midcap 400 ETF Trust | −37 | 1,460 | $900,469 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
19 positions ·
$20,475,958 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CBRE |
Cbre Group, Inc.
Real Estate
|
Added | 36,429 | $4,934,672 | 24.10% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 6,097 | $3,965,122 | 19.36% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,670 | $2,707,939 | 13.22% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 4,056 | $1,943,635 | 9.49% | |
| O |
Realty Income Corp
Real Estate
|
Held | 24,266 | $1,484,593 | 7.25% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 1,460 | $900,469 | 4.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 1,003 | $578,911 | 2.83% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Held | 9,300 | $548,979 | 2.68% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 508 | $467,243 | 2.28% | |
| TYL |
Tyler Technologies Inc
Technology
|
Held | 1,334 | $456,734 | 2.23% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Held | 700 | $393,323 | 1.92% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 794 | $367,772 | 1.80% | |
| NWL |
Newell Brands Inc.
Consumer Defensive
|
Held | 99,352 | $340,777 | 1.66% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 4,500 | $264,510 | 1.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 846 | $243,275 | 1.19% | |
| COP |
Conocophillips
Energy
|
NEW | 1,770 | $233,640 | 1.14% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 986 | $232,972 | 1.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 1,003 | $208,894 | 1.02% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
NEW | 1,304 | $202,498 | 0.99% |