account_balance
Investment manager · 13F filer · SEC CIK 2100519
Pearl Planning LLC
Reported value$241Mas of Sep 30, 2026
Positions61 6 new, 3 sold out
Top 10 weight69.1%VOO alone is 14%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
14.4%Added +9%
AVDEAmerican Centy ETF Tr
12.5%Added +28%
JPIEJ P Morgan Exchange Traded F
7.8%Added +7%
FBNDFidelity Merrimack STR Tr
7.5%Added +8%
VOVanguard Index FDS
6.1%Added +3%
FRDMEa Series Trust
4.8%
VTVVanguard Index FDS
4.5%Trimmed −28%
ESGVVanguard World Fd
4.1%Added +21%
DGROiShares Tr
4.0%Added +14%
QQQMInvesco Exch Traded Fd Tr II
3.3%+17%
AVUVAmerican Centy ETF Tr
3.3%
SHYMBlackRock ETF Trust II
3.0%New
VOOVanguard Index FDS
14.4%Added +9%
AVDEAmerican Centy ETF Tr
12.5%Added +28%
JPIEJ P Morgan Exchange Traded F
7.8%
FBNDFidelity Merrimack STR Tr
7.5%
VOVanguard Index FDS
6.1%+3%
FRDMEa Series Trust
4.8%
VTVVanguard Index FDS
4.5%
ESGVVanguard World Fd
4.1%
DGRO4.0%
QQQM
AVUV3.3%
SHYM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 14.4% Added +9%
AVDE American Centy ETF Tr 12.5% Added +28%
JPIE J P Morgan Exchange Traded F 7.8% Added +7%
FBND Fidelity Merrimack STR Tr 7.5% Added +8%
VO Vanguard Index FDS 6.1% Added +3%
FRDM Ea Series Trust 4.8% Held
VTV Vanguard Index FDS 4.5% Trimmed −28%
ESGV Vanguard World Fd 4.1% Added +21%
DGRO iShares Tr 4.0% Added +14%
QQQM Invesco Exch Traded Fd Tr II 3.3% Added +17%
AVUV American Centy ETF Tr 3.3% Held
SHYM BlackRock ETF Trust II 3.0% New
What changed
Biggest moves since Jun 30, 2026
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