Pearl Planning LLC Top Holdings and 13F Report (2026) About Pearl Planning LLCInvestment ActivityPearl Planning LLC has $187.10 million in total holdings as of March 31, 2026.Pearl Planning LLC owns shares of 52 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 20.68% of the portfolio was purchased this quarter.About 7.51% of the portfolio was sold this quarter.This quarter, Pearl Planning LLC has purchased 52 new stocks and bought additional shares in 18 stocks.Pearl Planning LLC sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $25,529,282Avantis International Equity ETF $19,607,860JPMorgan Income ETF $16,499,779Fidelity Total Bond ETF $16,020,589Vanguard Value ETF $14,361,261 Largest New Holdings this Quarter 46641Q159 - JPMorgan Income ETF $16,499,779 Holding316188309 - Fidelity Total Bond ETF $16,020,589 Holding Largest Purchases this Quarter JPMorgan Income ETF 358,146 shares (about $16.50M)Fidelity Total Bond ETF 351,175 shares (about $16.02M)Avantis International Equity ETF 23,457 shares (about $1.99M)Vanguard S&P 500 ETF 1,867 shares (about $1.12M)Vanguard Mid-Cap ETF 2,379 shares (about $683.20K) Largest Sales this Quarter Vanguard Total Bond Market ETF 170,743 shares (about $12.57M)Freedom 100 Emerging Markets ETF 7,176 shares (about $392.17K)Invesco S&P MidCap Quality ETF 2,724 shares (about $281.57K)SPDR Bloomberg 1-3 Month T-Bill ETF 855 shares (about $78.35K)iShares MSCI USA Quality Factor ETF 379 shares (about $72.70K) 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$25,529,282$1,115,633 ▲4.6%42,72313.6%ETFAVDEAvantis International Equity ETF$19,607,860$1,990,090 ▲11.3%231,11610.5%ETFJPIEJPMorgan Income ETF$16,499,779$16,499,779 ▲New Holding358,1468.8%ETFFBNDFidelity Total Bond ETF$16,020,589$16,020,589 ▲New Holding351,1758.6%ETFVTVVanguard Value ETF$14,361,261$1,766 ▲0.0%73,1977.7%ETFVOVanguard Mid-Cap ETF$12,679,800$683,198 ▲5.7%44,1536.8%ETFFRDMFreedom 100 Emerging Markets ETF$9,632,645$392,168 ▼-3.9%176,2615.1%ETFDGROiShares Core Dividend Growth ETF$7,475,947$342,550 ▲4.8%106,5254.0%ETFAVUVAvantis U.S. Small Cap Value ETF$7,217,982$170,786 ▲2.4%65,3393.9%ETFESGVVanguard ESG U.S. Stock ETF$6,582,162$187,266 ▲2.9%58,6283.5%ETFBOXXAlpha Architect 1-3 Month Box ETF$5,815,198$98,032 ▲1.7%50,0063.1%ETFQQQMInvesco NASDAQ 100 ETF$5,010,360$213,616 ▲4.5%21,0862.7%ETFTMSLT. Rowe Price Small-Mid Cap ETF$4,403,262$194,461 ▲4.6%120,0782.4%ETFBSVVanguard Short-Term Bond ETF$3,101,202$531,072 ▲20.7%39,5511.7%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,089,053$78,351 ▼-2.5%33,7091.7%ETFQQQInvesco QQQ$2,880,324$8,081 ▼-0.3%4,9901.5%FinanceVCEBVanguard ESG U.S. Corporate Bond ETF$2,607,703$333,440 ▲14.7%41,5041.4%ETFQQMGInvesco ESG NASDAQ 100 ETF$2,252,461$162,382 ▲7.8%56,9421.2%ETFBNDVanguard Total Bond Market ETF$2,037,132$12,573,692 ▼-86.1%27,6631.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,035,863$63,383 ▲3.2%43,2981.1%ETFMUBiShares National Muni Bond ETF$1,818,774$22,716 ▼-1.2%17,1341.0%ETFBIVVanguard Intermediate-Term Bond ETF$1,163,0170.0%15,0690.6%ETFQUALiShares MSCI USA Quality Factor ETF$1,089,097$72,696 ▼-6.3%5,6780.6%ETFIDMOInvesco S&P International Developed Momentum ETF$921,771$48,589 ▲5.6%16,8080.5%ETFVBVanguard Small-Cap ETF$901,529$1,048 ▼-0.1%3,4420.5%ETFIVViShares Core S&P 500 ETF$883,292$653 ▼-0.1%1,3520.5%ETFVEAVanguard FTSE Developed Markets ETF$773,925$64 ▼0.0%12,0770.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$737,278$17,571 ▼-2.3%7,4270.4%FinanceAVSCAvantis U.S. Small Cap Equity ETF$704,302$24,110 ▲3.5%11,3050.4%ETFXMHQInvesco S&P MidCap Quality ETF$700,821$281,569 ▼-28.7%6,7800.4%ETFIJHiShares Core S&P Mid-Cap ETF$687,996$9,049 ▼-1.3%10,1880.4%ETFIBMInternational Business Machines$667,542$54,053 ▼-7.5%2,7540.4%Computer and TechnologyAAPLApple$627,115$5,583 ▲0.9%2,4710.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$604,7120.0%1,4180.3%ETFIEFAiShares Core MSCI EAFE ETF$505,7910.0%5,5870.3%ETFILCViShares Morningstar Value ETF$491,6860.0%5,2790.3%ETFORCLOracle$444,714$4,855 ▼-1.1%3,0230.2%Computer and TechnologyMETAMeta Platforms$418,799$53,780 ▼-11.4%7320.2%Computer and TechnologyRSGRepublic Services$409,3480.0%1,8690.2%Business ServicesMSFTMicrosoft$401,634$9,995 ▼-2.4%1,0850.2%Computer and TechnologyVOTETCW Transform 500 ETF$363,2800.0%4,7610.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$333,5500.0%6,8830.2%ManufacturingVBRVanguard Small-Cap Value ETF$323,7030.0%1,4900.2%ETFRBB FUND TRUST$318,2010.0%6,3060.2%FIRST EAGLE OVERXLKTechnology Select Sector SPDR Fund$296,6330.0%2,2320.2%ETFNVDANVIDIA$290,202$174 ▼-0.1%1,6640.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$259,271$6,418 ▼-2.4%8080.1%ETFESGUiShares ESG Aware MSCI USA ETF$244,9390.0%1,7320.1%ManufacturingJPMJPMorgan Chase & Co.$237,9750.0%8090.1%FinanceAMZNAmazon.com$222,849$18,953 ▼-7.8%1,0700.1%Retail/WholesaleAVGOBroadcom$208,610$3,405 ▲1.7%6740.1%Computer and TechnologyGOOGLAlphabet$208,481$5,751 ▼-2.7%7250.1%Computer and TechnologyTXNTexas Instruments$0$230,048 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$206,167 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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