Pearl Planning LLC ETF holdings
Dexter, MI
Reported $212.1M in 44 ETFs in its Form 13F for June 30, 2026.
ETF value
$212.1M
ETFs held
44
Change from prior quarter
+15.9%
With price moves
ETFs as a share of its 13F
97.5%
of $217.4M
Top 10 of 44 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $31.2M | 45,453 | +2,730 shares |
| AVDE | Avantis International Equity ETF | $23.4M | 261,773 | +30,657 shares |
| JPIE | JPMorgan Income ETF | $18.0M | 391,356 | +33,210 shares |
| FBND | Fidelity Total Bond ETF | $17.5M | 385,581 | +34,406 shares |
| VTV | Vanguard Morningstar Value ETF | $15.3M | 70,334 | −2,863 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $14.8M | 183,166 | +139,013 shares |
| FRDM | Freedom 100 Emerging Markets ETF | $12.3M | 169,045 | −7,216 shares |
| DGRO | iShares Core Dividend Growth ETF | $8.6M | 113,556 | +7,031 shares |
| AVUV | Avantis US Small Cap Value ETF | $8.3M | 66,705 | +1,366 shares |
| ESGV | Vanguard ESG U.S. Stock ETF | $8.0M | 60,619 | +1,991 shares |
34 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002100519. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Pearl Planning LLC own?
Pearl Planning LLC reported 44 ETF positions worth $212.1M in its Form 13F for June 30, 2026. The largest was VOO, at $31.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.