Pearl Planning LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
Location: Dexter, MI
CIK: 0002100519
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2025	52	163,512	VOO, AVDE, BND, VTV	13F-HR	2/3/2026	000210051926000001