13F Filings History of Pearl Planning LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$163,512,209
Signature - Title
Alyssa Calhoun - COO
Location
Dexter, MI
Summary
This page shows a list of all the recent 13F filings made by Pearl Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pearl Planning LLC reported 52 stock holdings with total value $163,512,209 as of Q4 2025. Top holdings included VOO, AVDE, BND, VTV, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 52 $163,512,209 $0 $0 $0 VOO, AVDE, BND, VTV, VO 13F-HR 03 Feb 2026, 15:42