§ 13F · FUND PROFILE
Pearl Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 52Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$163.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 41K | $25.6T | 15.7% | NEW |
| 2 | AVDE | AMERICAN CENTY ETF TR | 208K | $17.1T | 10.5% | NEW |
| 3 | BND | VANGUARD BD INDEX FDS | 198K | $14.7T | 9.0% | NEW |
| 4 | VTV | VANGUARD INDEX FDS | 73K | $14.0T | 8.5% | NEW |
| 5 | VO | VANGUARD INDEX FDS | 42K | $12.1T | 7.4% | NEW |
| 6 | FRDM | EA SERIES TRUST | 183K | $9.4T | 5.8% | NEW |
| 7 | DGRO | ISHARES TR | 102K | $7.1T | 4.3% | NEW |
| 8 | ESGV | VANGUARD WORLD FD | 57K | $6.9T | 4.2% | NEW |
| 9 | AVUV | AMERICAN CENTY ETF TR | 64K | $6.5T | 4.0% | NEW |
| 10 | BOXX | EA SERIES TRUST | 49K | $5.7T | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PEARL SIGNAL
AC read
Pearl Planning LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed