Pearl Planning LLC

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
Alyssa Calhoun - COO
Location
Dexter, MI
Holdings as of
31 Dec 2025
Value $
$163,512,209
Num holdings
52
Filing time
03 Feb 2026, 15:42:25 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, AVDE, BND, VTV, and VO.
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Alyssa Calhoun COO Dexter, Michigan 03 Feb 2026