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Pearl Planning

Latest statistics and disclosures from Pearl Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002100519

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Positions held by Pearl Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pearl Planning

Pearl Planning holds 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	13.6	$26M	43k	597.55	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	10.5	$20M	231k	84.84	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	8.8	$17M	358k	46.07	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	8.6	$16M	351k	45.62	View chart
Vanguard Index Fds Value Etf (VTV)	7.7	$14M	73k	196.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	6.8	$13M	44k	287.18	View chart
Ea Series Trust Freedom 100 Em (FRDM)	5.1	$9.6M	176k	54.65	View chart
Ishares Tr Core Div Grwth (DGRO)	4.0	$7.5M	107k	70.18	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.9	$7.2M	65k	110.47	View chart
Vanguard World Esg Us Stk Etf (ESGV)	3.5	$6.6M	59k	112.27	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	3.1	$5.8M	50k	116.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.7	$5.0M	21k	237.62	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	2.4	$4.4M	120k	36.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.7	$3.1M	40k	78.41	View chart
Spdr Series Trust State Street Spd (BIL)	1.7	$3.1M	34k	91.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$2.9M	5.0k	577.22	View chart
Vanguard World Esg Us Corp Bd (VCEB)	1.4	$2.6M	42k	62.83	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	1.2	$2.3M	57k	39.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$2.0M	28k	73.64	View chart
Ishares Tr Esg Aware Msci (ESML)	1.1	$2.0M	43k	47.02	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$1.8M	17k	106.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$1.2M	15k	77.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$1.1M	5.7k	191.81	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.5	$922k	17k	54.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$902k	3.4k	261.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$883k	1.4k	653.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$774k	12k	64.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$737k	7.4k	99.27	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.4	$704k	11k	62.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$701k	6.8k	103.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$688k	10k	67.53	View chart
International Business Machines (IBM)	0.4	$668k	2.8k	242.39	View chart
Apple (AAPL)	0.3	$627k	2.5k	253.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$605k	1.4k	426.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$506k	5.6k	90.53	View chart
Ishares Tr Morningstar Valu (ILCV)	0.3	$492k	5.3k	93.14	View chart
Oracle Corporation (ORCL)	0.2	$445k	3.0k	147.11	View chart
Meta Platforms Cl A (META)	0.2	$419k	732.00	572.13	View chart
Republic Services (RSG)	0.2	$409k	1.9k	219.02	View chart
Microsoft Corporation (MSFT)	0.2	$402k	1.1k	370.17	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.2	$363k	4.8k	76.30	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$334k	6.9k	48.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$324k	1.5k	217.25	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.2	$318k	6.3k	50.46	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$297k	2.2k	132.90	View chart
NVIDIA Corporation (NVDA)	0.2	$290k	1.7k	174.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$259k	808.00	320.88	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$245k	1.7k	141.42	View chart
JPMorgan Chase & Co. (JPM)	0.1	$238k	809.00	294.16	View chart
Amazon (AMZN)	0.1	$223k	1.1k	208.27	View chart
Broadcom (AVGO)	0.1	$209k	674.00	309.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$209k	725.00	287.56	View chart

Past Filings by Pearl Planning

SEC 13F filings are viewable for Pearl Planning going back to 2026

Pearl Planning 2026 Q1 filed April 30, 2026

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