Prism Planning Partners LLC

CIK

2110534

Location

LIBERTYVILLE, IL

Portfolio Value

Micro $7,962,564

Diversification

Diversified

Filing Date

Global Rank

#8,217 / 8,605 ▼ 236 · as of Mar 2026

Top Industry

Consumer Electronics 18.4%

3Y Alpha vs SPY

-1.1%

Period ended 3 months ago

Filed May 12, 2026 · 58d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+9.7%

SPY

+10.0%

Annualised alpha

-0.9%

Max drawdown

−9.4%

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

22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.4%

+3.3 pts

Top 5

53.0%

−0.7 pts

Top 10

77.3%

+4.5 pts

HHI

830

Diversified+69

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.4%	$3,292,580	5
Communication Services	21.8%	$1,732,360	5
Financial Services	9.7%	$771,799	3
Consumer Cyclical	9.4%	$745,886	2
Healthcare	8.9%	$711,627	3
Energy	4.7%	$372,511	2
Consumer Defensive	2.7%	$216,619	1
Industrials	1.5%	$119,182	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−7,040	5,651	$985,533
T	At&T Inc.	−2,908	13,914	$403,366
AMZN	Amazon Com Inc	−2,299	2,926	$609,397
AAPL	Apple Inc.	−2,114	5,770	$1,464,367
WMT	Walmart Inc.	−1,813	1,743	$216,619
MSFT	Microsoft Corp	−1,707	1,781	$659,272
MRK	Merck & Co., Inc.	−1,562	716	$86,127
GOOGL	Alphabet Inc.	−1,484	1,728	$496,903
AVGO	Broadcom Inc.	−1,179	101	$31,259
XOM	Exxon Mobil Corp	−1,090	1,392	$236,165
VZ	Verizon Communications Inc	−825	4,554	$228,610
CVX	Chevron Corp	−667	659	$136,346
DIS	Walt Disney Co	−636	1,750	$168,664
JPM	Jpmorgan Chase & Co	−615	1,044	$307,102
META	Meta Platforms, Inc.	−527	760	$434,817
BRK-B	Berkshire Hathaway Inc	−464	599	$287,040
GE	General Electric Co	−390	420	$119,182
ABBV	AbbVie Inc.	−365	2,322	$505,011
HD	Home Depot, Inc.	−300	415	$136,489
LLY	ELI LILLY & Co	−188	131	$120,489
GS	Goldman Sachs Group Inc	−146	210	$177,657
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GLW	Corning Inc /Ny	1,119	$152,149
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	688	$309,407
APP	AppLovin Corp	456	$307,260
ORCL	Oracle Corp	1,272	$247,924
MA	Mastercard Inc	351	$200,377
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $7,962,564 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	5,770	-2,114	$1,464,367	−31.7%	18.39%
NVDA	Nvidia Corp Technology	Reduced	5,651	-7,040	$985,533	−58.4%	12.38%
MSFT	Microsoft Corp Technology	Reduced	1,781	-1,707	$659,272	−60.9%	8.28%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,926	-2,299	$609,397	−49.5%	7.65%
ABBV	AbbVie Inc. Healthcare	Reduced	2,322	-365	$505,011	−17.7%	6.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,728	-1,484	$496,903	−50.6%	6.24%
META	Meta Platforms, Inc. Communication Services	Reduced	760	-527	$434,817	−48.8%	5.46%
T	At&T Inc. Communication Services	Reduced	13,914	-2,908	$403,366	−3.5%	5.07%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,044	-615	$307,102	−42.6%	3.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	599	-464	$287,040	−46.3%	3.60%
XOM	Exxon Mobil Corp Energy	Reduced	1,392	-1,090	$236,165	−20.9%	2.97%
VZ	Verizon Communications Inc Communication Services	Reduced	4,554	-825	$228,610	+4.3%	2.87%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,743	-1,813	$216,619	−45.3%	2.72%
GS	Goldman Sachs Group Inc Financial Services	Reduced	210	-146	$177,657	−43.2%	2.23%
DIS	Walt Disney Co Communication Services	Reduced	1,750	-636	$168,664	−37.9%	2.12%
GLW	Corning Inc /Ny Technology	NEW	1,119	NEW	$152,149	NEW	1.91%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	415	-300	$136,489	−44.5%	1.71%
CVX	Chevron Corp Energy	Reduced	659	-667	$136,346	−32.5%	1.71%
LLY	ELI LILLY & Co Healthcare	Reduced	131	-188	$120,489	−64.9%	1.51%
GE	General Electric Co Industrials	Reduced	420	-390	$119,182	−52.2%	1.50%
MRK	Merck & Co., Inc. Healthcare	Reduced	716	-1,562	$86,127	−64.1%	1.08%
AVGO	Broadcom Inc. Technology	Reduced	101	-1,179	$31,259	−92.9%	0.39%