Pearl Planning LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Pearl Planning LLC held in its portfolio 52 assets valued at $163,512,209 (i.e. $163.51M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($25.62M), AMERICAN CENTY ETF TR ($17.09M), and VANGUARD BD INDEX FDS ($14.70M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pearl Planning LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 40856 | 25621922 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 207659 | 17094494 | INTL EQT ETF |
| VANGUARD BD INDEX FDS | 198406 | 14695914 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 73188 | 13978224 | VALUE ETF |
| VANGUARD INDEX FDS | 41774 | 12123717 | MID CAP ETF |
| EA SERIES TRUST | 183437 | 9404796 | FREEDOM 100 EM |
| ISHARES TR | 101644 | 7056119 | CORE DIV GRWTH |
| VANGUARD WORLD FD | 56960 | 6889919 | ESG US STK ETF |
| AMERICAN CENTY ETF TR | 63793 | 6505647 | US SML CP VALU |
| EA SERIES TRUST | 49163 | 5658661 | ALPHA ARCH 1-3 |
| INVESCO EXCH TRADED FD TR II | 20187 | 5105671 | NASDAQ 100 ETF |
| T ROWE PRICE ETF INC | 114775 | 4120424 | SMALL MID CAP |
| SPDR SERIES TRUST | 34564 | 3158451 | STATE STREET SPD |
| INVESCO QQQ TR | 5004 | 3073892 | UNIT SER 1 |
| VANGUARD BD INDEX FDS | 32778 | 2583223 | SHORT TRM BOND |
| VANGUARD WORLD FD | 36197 | 2303216 | ESG US CORP BD |
| INVESCO EXCH TRADED FD TR II | 52837 | 2239080 | ESG NASDAQ 100 |
| ISHARES TR | 41950 | 1928875 | ESG AWARE MSCI |
| ISHARES TR | 17348 | 1858144 | NATIONAL MUN ETF |
| ISHARES TR | 6057 | 1203041 | MSCI USA QLT FCT |
| VANGUARD BD INDEX FDS | 15069 | 1173565 | INTERMED TERM |
| INVESCO EXCHANGE TRADED FD T | 9504 | 973447 | S&P MDCP QUALITY |
| ISHARES TR | 1353 | 926883 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 3446 | 888896 | SMALL CP ETF |
| INVESCO EXCH TRADED FD TR II | 15922 | 884763 | S&P INTL MOMNT |
| INTERNATIONAL BUSINESS MACHS | 2977 | 881817 | COM |
| ISHARES TR | 7604 | 759488 | CORE US AGGBD ET |
| VANGUARD TAX-MANAGED FDS | 12078 | 754524 | VAN FTSE DEV MKT |
| ISHARES TR | 10322 | 681252 | CORE S&P MCP ETF |
| ISHARES TR | 1418 | 671225 | RUS 1000 GRW ETF |
| APPLE INC | 2449 | 665785 | COM |
| AMERICAN CENTY ETF TR | 10918 | 641323 | AVANTIS US SMALL |
| ORACLE CORP | 3056 | 595645 | COM |
| META PLATFORMS INC | 826 | 545234 | CL A |
| MICROSOFT CORP | 1112 | 537785 | COM |
| ISHARES TR | 5587 | 499813 | CORE MSCI EAFE |
| ISHARES TR | 5279 | 498126 | MORNINGSTAR VALU |
| REPUBLIC SVCS INC | 1869 | 396097 | COM |
| TCW ETF TRUST | 4761 | 381958 | TRANSFRM 500 ETF |
| ISHARES TR | 6883 | 335546 | CORE 1 5 YR USD |
| SELECT SECTOR SPDR TR | 2232 | 321341 | STATE STREET TEC |
| VANGUARD INDEX FDS | 1490 | 315567 | SM CP VAL ETF |
| NVIDIA CORPORATION | 1665 | 310523 | COM |
| RBB FUND TRUST | 6306 | 304958 | FIRST EAGLE OVER |
| VANGUARD INDEX FDS | 828 | 277663 | TOTAL STK MKT |
| AMAZON COM INC | 1161 | 267982 | COM |
| JPMORGAN CHASE & CO. | 809 | 260676 | COM |
| ISHARES TR | 1732 | 258033 | ESG AWR MSCI USA |
| ALPHABET INC | 745 | 233185 | CAP STK CL A |
| TEXAS INSTRS INC | 1326 | 230048 | COM |
| BROADCOM INC | 663 | 229464 | COM |
| ALPHABET INC | 657 | 206167 | CAP STK CL C |
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