Pearl Planning LLC
All 13F Filings
- Location
- Dexter, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 217,423
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 58 | 217,423 | 13F-HR | Pearl Planning LLC |
| Q1 2026 | 4/30/2026 | 52 | 187,101 | 13F-HR | Pearl Planning LLC |
| Q4 2025 | 2/3/2026 | 52 | 163,512 | 13F-HR | Pearl Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.63 K | 12.7% | 7.723 K | 0 | 7.723 K |
| ETFs | 186.2 K | 85.6% | 22.09 K | 0 | 22.09 K |
| Debt | 3.606 K | 1.7% | 505 | 0 | 505 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
217,423
Holdings
58
QoQ value change ($000)
30,322
(16.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.