Pearl Planning LLC - Q42025 Holdings

Pearl Planning LLC holds 52 stocks with a total portfolio value of $ 163.51M as of Q42025. In Q42025, Pearl Planning LLC added 52 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Vanguard Index Fds (VOO), representing 15.67% of the total portfolio.