StockDriftsStockDriftsTop 50 Pearl Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.36% | 45.5K | $31.2M | +6.39%(+2.73K) | $620.30(+14.89%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 10.74% | 261.8K | $23.4M | +13.26%(+30.66K) | $81.47(+15.77%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 8.29% | 391.4K | $18.0M | +9.27%(+33.21K) | $46.16(-0.62%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.07% | 385.6K | $17.5M | +9.80%(+34.41K) | $45.80(-2.03%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 7.05% | 70.3K | $15.3M | -3.91%(-2.86K) | $188.74(+20.54%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6.79% | 183.2K | $14.8M | +3.71%(+6.55K) | $73.04(+15.46%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 5.67% | 169.0K | $12.3M | -4.09%(-7.22K) | $47.79(+43.15%) | 2026-06-30 | |
| DGRO | ISHARES TR | 3.96% | 113.6K | $8.6M | +6.60%(+7.03K) | $69.02(+15.31%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.83% | 66.7K | $8.3M | +2.09%(+1.37K) | $101.20(+26.63%) | 2026-06-30 | |
| ESGV | VANGUARD WORLD FD | 3.69% | 60.6K | $8.0M | +3.40%(+1.99K) | $119.64(+14.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.38% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.29% |
Pearl Planning LLC reports $217.42M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are VOO (14.4%), AVDE (10.7%) and JPIE (8.3%). The top 20 holdings account for 89.99% of reported assets. Its disclosed equity book has returned +10.38% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pearl Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2100519). View Pearl Planning LLC’s 13F filings on SEC