§ 13F · FUND PROFILE
Pearl Planning LLC.
AUM · $217M (13F)Positions · 58Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 45K | $31M | 14.4% | +6% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 262K | $23M | 10.7% | +13% |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | 391K | $18M | 8.3% | +9% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 386K | $18M | 8.1% | +10% |
| 5 | VTV | VANGUARD INDEX FDS | 70K | $15M | 7.0% | −4% |
| 6 | VO | VANGUARD INDEX FDS | 183K | $15M | 6.8% | +315% |
| 7 | FRDM | EA SERIES TRUST | 169K | $12M | 5.7% | −4% |
| 8 | DGRO | ISHARES TR | 114K | $9M | 4.0% | +7% |
| 9 | AVUV | AMERICAN CENTY ETF TR | 67K | $8M | 3.8% | +2% |
| 10 | ESGV | VANGUARD WORLD FD | 61K | $8M | 3.7% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PEARL SIGNAL
AC read
Pearl Planning LLC is a Other fund managing $217 million in assets. The fund runs a portfolio of 58 positions.
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