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CIK: 0002100519
Total reported value
$217.4M
$217.4M
52 檔
38.4%
As reported in its official Q4 2025 Form 13F filing, Pearl Planning LLC's tracked investment portfolio stood at $217.4M with 52 total positions.
During Q4 2025, Pearl Planning LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AVDE, BND) accounted for 38.4% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.67% | +0.72% | — | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 10.45% | +0.26% | — | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.99% | -0.30% | — | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.55% | -0.63% | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.41% | +0.01% | — | |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 5.75% | +0.52% | — | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.32% | -0.04% | — | |
| 8 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 4.21% | +0.17% | — | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.98% | -0.03% | — | |
| 10 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.46% | -1.00% | — | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.12% | +0.47% | — | |
| 12 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 2.52% | +0.12% | — | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.93% | -0.28% | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.88% | +0.12% | — | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.58% | — | — | |
| 16 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 1.41% | +0.21% | — | |
| 17 | QQMG | Invesco Esg Nasdaq 100 | ETF-Tech | 1.37% | +0.27% | — | |
| 18 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.18% | +0.11% | — | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.14% | -0.12% | — | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.74% | -0.06% | — | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.72% | -0.12% | — | |
| 22 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.60% | -0.01% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | — | — | |
| 25 | IDMO | Invesco S&p International De | ETF-Other | 0.54% | +0.21% | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | -0.03% | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.46% | -0.05% | — | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | -0.01% | — | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | -0.04% | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | — | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.41% | -0.01% | — | |
| 32 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.39% | — | — | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.04% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.04% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.01% | — | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.31% | -0.02% | — | |
| 37 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.30% | -0.01% | — | |
| 38 | RSG | Republic Services Inc | Stock-Industrials | 0.24% | -0.04% | — | |
| 39 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.23% | — | — | |
| 40 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.21% | -0.03% | — | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.20% | +0.04% | — | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.19% | — | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.01% | — | |
| 44 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.19% | -0.02% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | — | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.02% | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | -0.01% | — | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.16% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.03% | — | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.14% | +0.10% | NEW |
According to official SEC Form 13F filings, Pearl Planning LLC reported a total U.S. public equity portfolio value of $217.4M across 52 disclosed positions in Q4 2025.
During Q4 2025, Pearl Planning LLC's top holdings by market value included VOO (15.7%)、AVDE (10.4%)、BND (9.0%). The largest single position, VOO, represented 15.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2025, Pearl Planning LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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