Pearl Planning LLC - Portfolio Stock Holdings
Pearl Planning LLC disclosed 58 stock positions in a recent SEC 13F filing. $217,422,065 of stock holdings were filed, with the largest holdings including VOO, AVDE, and JPIE. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $329,182,626 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
58Est. Stock Holding Value:
$217,422,065Top Stock Holdings By Sector
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Portfolio Stock Holdings - Pearl Planning LLC
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Stock
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% of Portfolio
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