Prism Planning Partners LLC
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical 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.
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. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
14 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.9% | $3,964,517 |
| Communication Services | 17.9% | $1,392,491 |
| Financial Services | 10.9% | $852,849 |
| Consumer Cyclical | 10.2% | $797,246 |
| Healthcare | 7.4% | $577,262 |
| Energy | 2.7% | $208,224 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | +2,778 | 16,692 | $345,524 | |
| AMZN | Amazon Com Inc | +419 | 3,345 | $797,246 | |
| XOM | ExxonMobil Holdings Corp | +131 | 1,523 | $208,224 | |
| AAPL | Apple Inc. | +56 | 5,826 | $1,685,811 | |
| MSFT | Microsoft Corp | +13 | 1,794 | $669,197 | |
| META | Meta Platforms, Inc. | +3 | 763 | $429,790 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WDC | Western Digital Corp | 325 | $207,583 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VZ | Verizon Communications Inc | 4,554 | $228,610 | |
| WMT | Walmart Inc. | 1,743 | $216,619 | |
| DIS | Walt Disney Co | 1,750 | $168,664 | |
| HD | Home Depot, Inc. | 415 | $136,489 | |
| CVX | Chevron Corp | 659 | $136,346 | |
| LLY | ELI LILLY & Co | 131 | $120,489 | |
| GE | General Electric Co | 420 | $119,182 | |
| MRK | Merck & Co., Inc. | 716 | $86,127 | |
| AVGO | Broadcom Inc. | 101 | $31,259 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 5,826 | $1,685,811 | 21.63% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 5,578 | $1,116,101 | 14.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,345 | $797,246 | 10.23% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,794 | $669,197 | 8.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,727 | $617,177 | 7.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,294 | $577,262 | 7.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 763 | $429,790 | 5.52% | |
| T |
At&T Inc.
Communication Services
|
Added | 16,692 | $345,524 | 4.43% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,044 | $341,732 | 4.39% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 597 | $298,731 | 3.83% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 1,119 | $285,825 | 3.67% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 210 | $212,386 | 2.73% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 1,523 | $208,224 | 2.67% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 325 | $207,583 | 2.66% |
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.