Pearl Planning LLC Top Holdings and 13F Report (2026) About Pearl Planning LLCInvestment ActivityPearl Planning LLC has $217.42 million in total holdings as of June 30, 2026.Pearl Planning LLC owns shares of 58 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 11.52% of the portfolio was purchased this quarter.About 1.48% of the portfolio was sold this quarter.This quarter, Pearl Planning LLC has purchased 52 new stocks and bought additional shares in 28 stocks.Pearl Planning LLC sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $31,217,463Avantis International Equity ETF $23,350,174JPMorgan Income ETF $18,021,926Fidelity Total Bond ETF $17,540,071Vanguard Value ETF $15,327,977 Largest New Holdings this Quarter 595112103 - Micron Technology $300,242 Holding46432F396 - iShares MSCI USA Momentum Factor ETF $264,665 Holding025072299 - Avantis Responsible International Equity ETF $238,535 Holding78468R747 - SPDR MSCI USA Gender Diversity ETF $226,409 Holding02079K107 - Alphabet $225,841 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 139,013 shares (about $11.20M)Avantis International Equity ETF 30,657 shares (about $2.73M)Vanguard S&P 500 ETF 2,730 shares (about $1.87M)Fidelity Total Bond ETF 34,406 shares (about $1.57M)JPMorgan Income ETF 33,210 shares (about $1.53M) Largest Sales this Quarter Alpha Architect 1-3 Month Box ETF 10,793 shares (about $1.26M)Vanguard Value ETF 2,863 shares (about $623.94K)Freedom 100 Emerging Markets ETF 7,216 shares (about $526.05K)Vanguard Total Bond Market ETF 4,274 shares (about $313.76K)iShares MSCI USA Quality Factor ETF 476 shares (about $104.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPearl Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$31,217,463$1,874,985 â–²6.4%45,45314.4%ETFAVDEAvantis International Equity ETF$23,350,174$2,734,607 â–²13.3%261,77310.7%ETFJPIEJPMorgan Income ETF$18,021,926$1,529,319 â–²9.3%391,3568.3%ETFFBNDFidelity Total Bond ETF$17,540,071$1,565,128 â–²9.8%385,5818.1%ETFVTVVanguard Value ETF$15,327,977$623,937 â–¼-3.9%70,3347.0%ETFVOVanguard Mid-Cap ETF$14,757,684$11,200,277 â–²314.8%183,1666.8%ETFFRDMFreedom 100 Emerging Markets ETF$12,323,381$526,046 â–¼-4.1%169,0455.7%ETFDGROiShares Core Dividend Growth ETF$8,606,443$532,882 â–²6.6%113,5564.0%ETFAVUVAvantis U.S. Small Cap Value ETF$8,322,063$170,421 â–²2.1%66,7053.8%ETFESGVVanguard ESG U.S. Stock ETF$8,016,225$263,289 â–²3.4%60,6193.7%ETFQQQMInvesco NASDAQ 100 ETF$6,844,764$456,277 â–²7.1%22,5923.1%ETFTMSLT. Rowe Price Small-Mid Cap ETF$5,369,719$104,319 â–²2.0%122,4572.5%ETFBOXXAlpha Architect 1-3 Month Box ETF$4,591,450$1,263,752 â–¼-21.6%39,2132.1%ETFQQQInvesco QQQ$3,607,137$67,753 â–¼-1.8%4,8981.7%FinanceBSVVanguard Short-Term Bond ETF$3,605,745$524,333 â–²17.0%46,2811.7%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$3,477,831$873,051 â–²33.5%55,4151.6%ETFQQMGInvesco ESG NASDAQ 100 ETF$3,206,383$289,245 â–²9.9%62,5881.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,987,092$101,995 â–¼-3.3%32,5961.4%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,618,019$196,370 â–²8.1%46,8091.2%ETFMUBiShares National Muni Bond ETF$1,845,253$1,291 â–²0.1%17,1460.8%ETFBNDVanguard Total Bond Market ETF$1,717,002$313,757 â–¼-15.5%23,3890.8%ETFIDMOInvesco S&P International Developed Momentum ETF$1,529,663$516,319 â–²51.0%25,3720.7%ETFQUALiShares MSCI USA Quality Factor ETF$1,141,475$104,449 â–¼-8.4%5,2020.5%ETFBIVVanguard Intermediate-Term Bond ETF$1,088,441$67,342 â–¼-5.8%14,1910.5%ETFVBVanguard Small-Cap ETF$1,044,252$909 â–²0.1%3,4450.5%ETFIVViShares Core S&P 500 ETF$1,009,678$2,996 â–¼-0.3%1,3480.5%ETFVEAVanguard FTSE Developed Markets ETF$878,421$17,955 â–²2.1%12,3290.4%ETFAVSCAvantis U.S. Small Cap Equity ETF$829,1090.0%11,3050.4%ETFXMHQInvesco S&P MidCap Quality ETF$779,699$14,336 â–²1.9%6,9070.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$738,292$3,167 â–²0.4%7,4590.3%FinanceIJHiShares Core S&P Mid-Cap ETF$726,610$58,989 â–¼-7.5%9,4230.3%ETFAAPLApple$719,390$4,341 â–²0.6%2,4860.3%Computer and TechnologyIBMInternational Business Machines$718,153$56,238 â–¼-7.3%2,5540.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$704,382$528,318 â–²300.1%5,6730.3%ETFIEFAiShares Core MSCI EAFE ETF$537,854$1,738 â–¼-0.3%5,5690.2%ETFILCViShares Morningstar Value ETF$534,4460.0%5,2790.2%ETFORCLOracle$437,159$5,862 â–¼-1.3%2,9830.2%Computer and TechnologyMSFTMicrosoft$427,065$22,379 â–²5.5%1,1450.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$425,2410.0%2,2320.2%ETFVOTETCW Transform 500 ETF$419,7860.0%4,7610.2%ETFRSGRepublic Services$396,968$1,278 â–¼-0.3%1,8630.2%Business ServicesMETAMeta Platforms$394,280$18,024 â–¼-4.4%7000.2%Computer and TechnologyNVDANVIDIA$376,976$44,021 â–²13.2%1,8840.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$360,354$1,701 â–¼-0.5%1,4830.2%ETFRBB FUND TRUST$336,7400.0%6,3060.2%FIRS EAGL OV ETFISTBiShares Core 1-5 Year USD Bond ETF$332,1050.0%6,8830.2%ManufacturingGOOGLAlphabet$303,117$43,966 â–²17.0%8480.1%Computer and TechnologyAMZNAmazon.com$300,568$45,526 â–²17.9%1,2610.1%Retail/WholesaleMUMicron Technology$300,242$300,242 â–²New Holding2600.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$296,098$2,961 â–¼-1.0%8000.1%ETFESGUiShares ESG Aware MSCI USA ETF$283,4760.0%1,7320.1%ManufacturingJPMJPMorgan Chase & Co.$267,632$2,945 â–²1.1%8180.1%FinanceMTUMiShares MSCI USA Momentum Factor ETF$264,665$264,665 â–²New Holding7720.1%ETFAVGOBroadcom$261,146$6,425 â–²2.5%6910.1%Computer and TechnologyAVSDAvantis Responsible International Equity ETF$238,535$238,535 â–²New Holding2,9860.1%ETFSHESPDR MSCI USA Gender Diversity ETF$226,409$226,409 â–²New Holding1,4660.1%ETFGOOGAlphabet$225,841$225,841 â–²New Holding6390.1%Computer and TechnologyTXNTexas Instruments$214,623$214,623 â–²New Holding7200.1%Computer and TechnologyShowing largest 100 holdings. 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