# EDGAR Filing Document

**Accession Number:** 0002110534
**File Stem:** 0002110534-26-000001
**Filing Date:** 2026-2
**Character Count:** 12650
**Document Hash:** a97e74d8b8d0f51eb2812d539581bc30
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002110534-26-000001.hdr.sgml**: 20260211

**ACCESSION NUMBER**: 0002110534-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260211

**DATE AS OF CHANGE**: 20260211

**EFFECTIVENESS DATE**: 20260211

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Prism Planning Partners LLC
- **CENTRAL INDEX KEY:** 0002110534

**ORGANIZATION NAME:**
- **EIN:** 822867919
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26226
- **FILM NUMBER:** 26620445

**BUSINESS ADDRESS:**
- **STREET 1:** 321 S. MILWAUKEE AVE
- **CITY:** LIBERTYVILLE
- **STATE:** IL
- **ZIP:** 60048
- **BUSINESS PHONE:** 8472509870

**MAIL ADDRESS:**
- **STREET 1:** 321 S. MILWAUKEE AVE
- **CITY:** LIBERTYVILLE
- **STATE:** IL
- **ZIP:** 60048

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Prism Planning Partners LLC<br>**Address:** 321 S. MILWAUKEE AVE<br>LIBERTYVILLE, IL 60048

**Form 13F File Number:** 028-26226

**CRD Number (if applicable):** 000290485

**SEC File Number (if applicable):** 801-123514

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** NICOLE SULLIVAN<br>**Title:** CO-FOUNDER / CCO<br>**Phone:** 847-250-9870

**Signature, Place, and Date of Signing:**

NICOLE SULLIVAN  LIBERTYVILLE, IL  02-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 2

**Form 13F Information Table Entry Total:** 94

**Form 13F Information Table Value Total:** $89128821

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                                | Form 13F File Number   |
|:---|:---|:---|
|  | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 028-04558              |
|  | AQR CAPITAL MANAGEMENT LLC          | 028-10120              |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AT INC | COM | 00206R102 |  | 303669 | 12225 | SH |  | SOLE |  | 0 | 0 | 12225 |
| ABBVIE INC | COM | 00287Y109 |  | 530554 | 2322 | SH |  | SOLE |  | 0 | 0 | 2322 |
| EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 |  | 4473181 | 191982 | SH |  | SOLE |  | 0 | 0 | 191982 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 125863 | 401 | SH |  | SOLE |  | 0 | 0 | 401 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 267928 | 856 | SH |  | SOLE |  | 0 | 0 | 856 |
| AMAZON COM INC | COM | 023135106 |  | 365850 | 1585 | SH |  | SOLE |  | 0 | 0 | 1585 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 4918329 | 52339 | SH |  | SOLE |  | 0 | 0 | 52339 |
| APPLE INC | COM | 037833100 |  | 1027245 | 3779 | SH |  | SOLE |  | 0 | 0 | 3779 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 101747 | 151 | SH |  | SOLE |  | 0 | 0 | 151 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 163361 | 325 | SH |  | SOLE |  | 0 | 0 | 325 |
| BROADCOM INC | COM | 11135F101 |  | 5887 | 17 | SH |  | SOLE |  | 0 | 0 | 17 |
| CHEVRON CORP NEW | COM | 166764100 |  | 51515 | 338 | SH |  | SOLE |  | 0 | 0 | 338 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 1038108 | 13996 | SH |  | SOLE |  | 0 | 0 | 13996 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 508172 | 7294 | SH |  | SOLE |  | 0 | 0 | 7294 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 222203 | 3732 | SH |  | SOLE |  | 0 | 0 | 3732 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 785897 | 16868 | SH |  | SOLE |  | 0 | 0 | 16868 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 4713037 | 142474 | SH |  | SOLE |  | 0 | 0 | 142474 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 2472514 | 49549 | SH |  | SOLE |  | 0 | 0 | 49549 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 4433597 | 92463 | SH |  | SOLE |  | 0 | 0 | 92463 |
| DISNEY WALT CO | COM | 254687106 |  | 173385 | 1524 | SH |  | SOLE |  | 0 | 0 | 1524 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 82553 | 686 | SH |  | SOLE |  | 0 | 0 | 686 |
| META PLATFORMS INC | CL A | 30303M102 |  | 264049 | 400 | SH |  | SOLE |  | 0 | 0 | 400 |
| GE AEROSPACE | COM NEW | 369604301 |  | 99494 | 323 | SH |  | SOLE |  | 0 | 0 | 323 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 145035 | 165 | SH |  | SOLE |  | 0 | 0 | 165 |
| HOME DEPOT INC | COM | 437076102 |  | 90498 | 263 | SH |  | SOLE |  | 0 | 0 | 263 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 24092874 | 162034 | SH |  | SOLE |  | 0 | 0 | 162034 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 630228 | 5113 | SH |  | SOLE |  | 0 | 0 | 5113 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 252151 | 1189 | SH |  | SOLE |  | 0 | 0 | 1189 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 325550 | 688 | SH |  | SOLE |  | 0 | 0 | 688 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 1265344 | 12340 | SH |  | SOLE |  | 0 | 0 | 12340 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 302868 | 4506 | SH |  | SOLE |  | 0 | 0 | 4506 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 409313 | 9006 | SH |  | SOLE |  | 0 | 0 | 9006 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 10037975 | 121702 | SH |  | SOLE |  | 0 | 0 | 121702 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 321576 | 998 | SH |  | SOLE |  | 0 | 0 | 998 |
| ELI LILLY  CO | COM | 532457108 |  | 58033 | 54 | SH |  | SOLE |  | 0 | 0 | 54 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 38249 | 67 | SH |  | SOLE |  | 0 | 0 | 67 |
| MERCK  CO INC | COM | 58933Y105 |  | 36315 | 345 | SH |  | SOLE |  | 0 | 0 | 345 |
| MICROSOFT CORP | COM | 594918104 |  | 487021 | 1007 | SH |  | SOLE |  | 0 | 0 | 1007 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 675182 | 3620 | SH |  | SOLE |  | 0 | 0 | 3620 |
| ORACLE CORP | COM | 68389X105 |  | 115387 | 592 | SH |  | SOLE |  | 0 | 0 | 592 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 3400595 | 68754 | SH |  | SOLE |  | 0 | 0 | 68754 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 8656470 | 144443 | SH |  | SOLE |  | 0 | 0 | 144443 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 176972 | 4345 | SH |  | SOLE |  | 0 | 0 | 4345 |
| WALMART INC | COM | 931142103 |  | 111521 | 1001 | SH |  | SOLE |  | 0 | 0 | 1001 |
| AT INC | COM | 00206R102 |  | 41110 | 1655 | SH |  | OTR | 1 | 0 | 0 | 1655 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 32949 | 105 | SH |  | OTR | 1 | 0 | 0 | 105 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 291403 | 931 | SH |  | OTR | 1 | 0 | 0 | 931 |
| AMAZON COM INC | COM | 023135106 |  | 309760 | 1342 | SH |  | OTR | 1 | 0 | 0 | 1342 |
| APPLE INC | COM | 037833100 |  | 140010 | 515 | SH |  | OTR | 1 | 0 | 0 | 515 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 101747 | 151 | SH |  | OTR | 1 | 0 | 0 | 151 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 137726 | 274 | SH |  | OTR | 1 | 0 | 0 | 274 |
| BROADCOM INC | COM | 11135F101 |  | 29041 | 84 | SH |  | OTR | 1 | 0 | 0 | 84 |
| CHEVRON CORP NEW | COM | 166764100 |  | 47515 | 312 | SH |  | OTR | 1 | 0 | 0 | 312 |
| DISNEY WALT CO | COM | 254687106 |  | 27646 | 243 | SH |  | OTR | 1 | 0 | 0 | 243 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 84937 | 706 | SH |  | OTR | 1 | 0 | 0 | 706 |
| META PLATFORMS INC | CL A | 30303M102 |  | 222450 | 337 | SH |  | OTR | 1 | 0 | 0 | 337 |
| GE AEROSPACE | COM NEW | 369604301 |  | 29810 | 97 | SH |  | OTR | 1 | 0 | 0 | 97 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 66451 | 76 | SH |  | OTR | 1 | 0 | 0 | 76 |
| HOME DEPOT INC | COM | 437076102 |  | 61746 | 179 | SH |  | OTR | 1 | 0 | 0 | 179 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 14924 | 46 | SH |  | OTR | 1 | 0 | 0 | 46 |
| ELI LILLY  CO | COM | 532457108 |  | 58033 | 54 | SH |  | OTR | 1 | 0 | 0 | 54 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 42816 | 75 | SH |  | OTR | 1 | 0 | 0 | 75 |
| MERCK  CO INC | COM | 58933Y105 |  | 39039 | 371 | SH |  | OTR | 1 | 0 | 0 | 371 |
| MICROSOFT CORP | COM | 594918104 |  | 380638 | 787 | SH |  | OTR | 1 | 0 | 0 | 787 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 552600 | 2963 | SH |  | OTR | 1 | 0 | 0 | 2963 |
| ORACLE CORP | COM | 68389X105 |  | 27482 | 141 | SH |  | OTR | 1 | 0 | 0 | 141 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 14826 | 364 | SH |  | OTR | 1 | 0 | 0 | 364 |
| WALMART INC | COM | 931142103 |  | 82697 | 742 | SH |  | OTR | 1 | 0 | 0 | 742 |
| AT INC | COM | 00206R102 |  | 73079 | 2942 | SH |  | OTR | 2 | 0 | 0 | 2942 |
| ABBVIE INC | COM | 00287Y109 |  | 83399 | 365 | SH |  | OTR | 2 | 0 | 0 | 365 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 386602 | 1232 | SH |  | OTR | 2 | 0 | 0 | 1232 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 446025 | 1425 | SH |  | OTR | 2 | 0 | 0 | 1425 |
| AMAZON COM INC | COM | 023135106 |  | 530424 | 2298 | SH |  | OTR | 2 | 0 | 0 | 2298 |
| APPLE INC | COM | 037833100 |  | 975977 | 3590 | SH |  | OTR | 2 | 0 | 0 | 3590 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 103768 | 154 | SH |  | OTR | 2 | 0 | 0 | 154 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 233230 | 464 | SH |  | OTR | 2 | 0 | 0 | 464 |
| BROADCOM INC | COM | 11135F101 |  | 408052 | 1179 | SH |  | OTR | 2 | 0 | 0 | 1179 |
| CHEVRON CORP NEW | COM | 166764100 |  | 103029 | 676 | SH |  | OTR | 2 | 0 | 0 | 676 |
| DISNEY WALT CO | COM | 254687106 |  | 70424 | 619 | SH |  | OTR | 2 | 0 | 0 | 619 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 131171 | 1090 | SH |  | OTR | 2 | 0 | 0 | 1090 |
| META PLATFORMS INC | CL A | 30303M102 |  | 363050 | 550 | SH |  | OTR | 2 | 0 | 0 | 550 |
| GE AEROSPACE | COM NEW | 369604301 |  | 120132 | 390 | SH |  | OTR | 2 | 0 | 0 | 390 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 101085 | 115 | SH |  | OTR | 2 | 0 | 0 | 115 |
| HOME DEPOT INC | COM | 437076102 |  | 93939 | 273 | SH |  | OTR | 2 | 0 | 0 | 273 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 198165 | 615 | SH |  | OTR | 2 | 0 | 0 | 615 |
| ELI LILLY  CO | COM | 532457108 |  | 226757 | 211 | SH |  | OTR | 2 | 0 | 0 | 211 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 119314 | 209 | SH |  | OTR | 2 | 0 | 0 | 209 |
| MERCK  CO INC | COM | 58933Y105 |  | 164416 | 1562 | SH |  | OTR | 2 | 0 | 0 | 1562 |
| MICROSOFT CORP | COM | 594918104 |  | 819252 | 1694 | SH |  | OTR | 2 | 0 | 0 | 1694 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1139142 | 6108 | SH |  | OTR | 2 | 0 | 0 | 6108 |
| ORACLE CORP | COM | 68389X105 |  | 105056 | 539 | SH |  | OTR | 2 | 0 | 0 | 539 |
| TESLA INC | COM | 88160R101 |  | 309407 | 688 | SH |  | OTR | 2 | 0 | 0 | 688 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 27289 | 670 | SH |  | OTR | 2 | 0 | 0 | 670 |
| WALMART INC | COM | 931142103 |  | 201986 | 1813 | SH |  | OTR | 2 | 0 | 0 | 1813 |

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