SEC Form 13F

Pearl Planning LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$217,422,693
Positions58

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$31,217,46345,453
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$23,350,174261,773
J P MORGAN EXCHANGE TRADED FJPIEINCOME ETF$18,021,926391,356
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$17,540,071385,581
VANGUARD INDEX FDSVTVVALUE ETF$15,327,97770,334
VANGUARD INDEX FDSVOMID CAP ETF$14,757,684183,166
EA SERIES TRUSTFRDMFREEDOM 100 EM$12,323,381169,045
ISHARES TRDGROCORE DIV GRWTH$8,606,443113,556
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$8,322,06366,705
VANGUARD WORLD FDESGVESG US STK ETF$8,016,22560,619

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page