Pearl Planning LLC reported 61 holdings worth US$241M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Pearl Planning LLC reported 61 holdings worth US$241M as of Sep 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Nvidia Corporation. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$241M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 3,004 | US$1M | 0.42% |
| Amazon.com, Inc. | 3,242 | US$808K | 0.34% |
| Nvidia Corporation | 3,430 | US$783K | 0.32% |
| Microsoft Corp. | 1,501 | US$770K | 0.32% |
| Alphabet Inc (google) Class C | 1,855 | US$636K | 0.26% |
| Tesla, Inc. | 1,750 | US$621K | 0.26% |
| Meta Platforms, Inc. | 716 | US$519K | 0.22% |
| Republic Services, Inc. | 1,863 | US$391K | 0.16% |
| Oracle Corporation | 2,781 | US$382K | 0.16% |
| Micron Technology, Inc. | 265 | US$282K | 0.12% |
| Jp Morgan Chase & Co. | 821 | US$272K | 0.11% |
| Broadcom Inc. | 759 | US$267K | 0.11% |
| Texas Instruments Incorporated | 730 | US$204K | 0.08% |
| Johnson & Johnson | 762 | US$202K | 0.08% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |