Pearl Planning LLC - Q12026 Holdings

Pearl Planning LLC holds 52 stocks with a total portfolio value of $ 187.1M as of Q12026. In Q12026, Pearl Planning LLC added 2 new positions, increased stakes in 18 stocks, reduced 20 holdings, and fully exited 2 positions. The largest holding is Vanguard Index Fds (VOO), representing 13.64% of the total portfolio.