StockDriftsStockDriftsTop 50 Pearl Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.38% | 49.5K | $34.7M | +8.79%(+4.00K) | $626.24(+12.51%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 12.52% | 335.0K | $30.2M | +27.96%(+73.20K) | $83.26(+7.49%) | 2026-09-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 7.79% | 418.5K | $18.8M | +6.93%(+27.14K) | $46.12(-2.62%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.48% | 416.4K | $18.0M | +7.99%(+30.79K) | $45.70(-4.41%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 6.12% | 188.1K | $14.8M | +2.70%(+4.94K) | $73.21(+9.40%) | 2026-09-30 | |
| FRDM | EA SERIES TRUST | 4.84% | 166.8K | $11.7M | -1.33%(-2.25K) | $47.79(+35.07%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 4.53% | 50.6K | $10.9M | -28.13%(-19.78K) | $188.74(+17.73%) | 2026-09-30 | |
| ESGV | VANGUARD WORLD FD | 4.11% | 73.1K | $9.9M | +20.62%(+12.50K) | $122.07(+10.83%) | 2026-09-30 | |
| DGRO | ISHARES TR | 4.04% | 129.1K | $9.7M | +13.66%(+15.51K) | $69.81(+12.43%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.34% | 26.4K | $8.0M | +16.82%(+3.80K) | $258.54(+14.41%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.09% |
Pearl Planning LLC reports $241.05M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are VOO (14.4%), AVDE (12.5%) and JPIE (7.8%). The top 20 holdings account for 89.72% of reported assets. Its disclosed equity book has returned +8.94% cumulatively over 3 quarters. Figures reflect the Q3 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