Pearl Planning LLC reported 58 holdings worth US$217M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Pearl Planning LLC reported 58 holdings worth US$217M as of Jun 30, 2026. Largest: Apple Inc, International Business Machines Corporation and Alphabet Inc (google) Class C. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 58
- Value as reported
- US$217M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 2,486 | US$719K | 0.33% |
| International Business Machines Corporation | 2,554 | US$718K | 0.33% |
| Alphabet Inc (google) Class C | 1,480 | US$529K | 0.24% |
| Oracle Corporation | 2,983 | US$437K | 0.20% |
| Microsoft Corp. | 1,145 | US$427K | 0.20% |
| Republic Services, Inc. | 1,863 | US$397K | 0.18% |
| Meta Platforms, Inc. | 700 | US$394K | 0.18% |
| Nvidia Corporation | 1,884 | US$377K | 0.17% |
| Amazon.com, Inc. | 1,261 | US$301K | 0.14% |
| Micron Technology, Inc. | 260 | US$300K | 0.14% |
| Jp Morgan Chase & Co. | 818 | US$268K | 0.12% |
| Broadcom Inc. | 691 | US$261K | 0.12% |
| Texas Instruments Incorporated | 720 | US$215K | 0.10% |