Portfolio (Quarterly) Guide ↗

Prosperity Planning, Inc.

· CIK 0001843292

13F Portfolio $436M AUM 117 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 10 New 34 Added 52 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TYL	TYLER TECHNOLOGIES INC	Technology	1,334	$457K	0.12%	SOLD
2	COP	CONOCOPHILLIPS	Energy	1,770	$234K	0.06%	SOLD
3	PEP	PEPSICO INC	Consumer Defensive	1,304	$202K	0.05%	SOLD

Sector Allocation

Financial Services 34.5%

Real Estate 32.9%

Technology 17.2%

Consumer Defensive 4.8%

Healthcare 4.6%

Consumer Cyclical 3.1%

Communication Services 1.4%

Basic Materials 1.3%