Pearl Planning LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
52
187,100
VOO, AVDE, JPIE, FBND
13F-HR
4/30/2026
000210051926000003
Q4 2025
52
163,512
VOO, AVDE, BND, VTV
13F-HR
2/3/2026
000210051926000001