Prosperity Planning, Inc.
RIA/Wealth
Prosperity Planning, Inc. is a RIA/Wealth based in North Kansas City, MO led by Kenneth Austin Borum, reporting $465.0M in AUM as of Q3 2025 with 92% ETF concentration, 50% concentrated in top 10 holdings, and minimal technology exposure.
PresidentKenneth Austin Borum
- Portfolio Value
- $368.3M
- Positions
- 106
- Top Holding
- ISTB at 12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Prosperity Planning, Inc.'s portfolio (50.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $44.2M | 12.00% | +$2.4M Bought | — 904.8K shares | |
ETF ETF | $23.1M | 6.28% | +$71.6K Bought | — 247.5K shares | |
ETF ETF | $22.4M | 6.08% | -$63.3K Sold | — 46.7K shares | |
ETF ETF | $17.0M | 4.62% | -$616.6K Sold | — 542.4K shares | |
ETF ETF | $15.9M | 4.32% | -$316.8K Sold | — 178.7K shares | |
ETF ETF | $15.8M | 4.30% | +$758.1K Bought | — 312.8K shares | |
ETF ETF | $13.5M | 3.68% | +$850.1K Bought | — 255.3K shares | |
ETF ETF | $11.8M | 3.22% | +$702.9K Bought | — 267.1K shares | |
ETF ETF | $11.4M | 3.10% | -$679.8K Sold | — 55.3K shares | |
ETF ETF | $10.4M | 2.82% | +$17.9K Bought | — 138.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Prosperity Planning, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+85.56% | |
+19.82% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-22.18% | |
-14.99% | |
-14.75% | |
-10.21% |
Analytics
Portfolio insights and performance metrics for Prosperity Planning, Inc.
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