Prosperity Planning, Inc.

CIK

1843292

Location

NORTH KANSAS CITY, MO

Portfolio Value

Micro $264,510

Diversification

Diversified

Filing Date

Global Rank

#7,707 / 8,588 ▲ 134

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 SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.5%

SPY

+76.8%

Annualised alpha

-6.6%

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, 2025

Top 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	Positions
Real Estate	31.4%	$6,419,265	2
Unclassified	31.1%	$6,361,253	5
Technology	15.5%	$3,164,673	2
Financial Services	9.5%	$1,943,635	1
Healthcare	4.2%	$860,566	2
Consumer Defensive	2.7%	$543,275	2
Consumer Cyclical	2.2%	$441,866	2
Basic Materials	1.3%	$264,510	1
Communication Services	1.2%	$243,275	1
Energy	1.1%	$233,640	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
CBRE	Cbre Group, Inc.	+5,230	36,429	$4,934,672
AAPL	Apple Inc.	+336	10,670	$2,707,939
SPY	Spdr S&P 500 ETF Trust	+93	6,097	$3,965,122
LLY	ELI LILLY & Co	+66	508	$467,243
No positions match the current search.

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

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	1,003	$578,911
FCX	Freeport-Mcmoran Inc	4,500	$264,510
GOOGL	Alphabet Inc.	846	$243,275
COP	Conocophillips	1,770	$233,640
AMZN	Amazon Com Inc	1,003	$208,894
PEP	Pepsico Inc	1,304	$202,498
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $264,510 total · Basic Materials only · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	4,500	NEW	$264,510	NEW	100.00%