Portfolio (Quarterly) Guide ↗

Prism Planning Partners LLC

· CIK 0002110534

13F Portfolio $85M AUM 64 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 9 Added 28 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TSLA	TESLA INC	Consumer Cyclical	688	$309K	0.35%	SOLD
2	APP	APPLOVIN CORP	Technology	456	$307K	0.34%	SOLD
3	ORCL	ORACLE CORP	Technology	1,272	$248K	0.28%	SOLD
4	MA	MASTERCARD INCORPORATED	Financial Services	351	$200K	0.23%	SOLD

Sector Allocation

Technology 42.1%

Communication Services 24.0%

Consumer Cyclical 9.5%

Healthcare 9.1%

Financial Services 6.2%

Energy 4.8%

Consumer Defensive 2.8%

Industrials 1.5%