Pearl Planning LLC: 13F holdings
CIK 21005192026Q2
| Positions | 58 |
|---|
| Reported value | $217.4m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 58 (+6 vs prior quarter) |
|---|
| Reported value | $217.4m (+16.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 45,453 | $31.2m | 14.4% |
| AVDE AMERICAN CENTY ETF TR | 261,773 | $23.4m | 10.7% |
| JPIE J P MORGAN EXCHANGE TRADED F | 391,356 | $18.0m | 8.3% |
| FBND FIDELITY MERRIMACK STR TR | 385,581 | $17.5m | 8.1% |
| VTV VANGUARD INDEX FDS | 70,334 | $15.3m | 7.0% |
| VO VANGUARD INDEX FDS | 183,166 | $14.8m | 6.8% |
| FRDM EA SERIES TRUST | 169,045 | $12.3m | 5.7% |
| DGRO ISHARES TR | 113,556 | $8.6m | 4.0% |
| AVUV AMERICAN CENTY ETF TR | 66,705 | $8.3m | 3.8% |
| ESGV VANGUARD WORLD FD | 60,619 | $8.0m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2100519")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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