Holdings

Pearl Planning LLC

As of Sep 30, 2026, Pearl Planning LLC reported 14 positions worth US$7.14M. Largest: Apple Inc, Amazon.com, Inc. and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc3,004US$1M+518Sep 30, 2026
Amazon.com, Inc.3,242US$808K+1,981Sep 30, 2026
Nvidia Corporation3,430US$783K+1,546Sep 30, 2026
Microsoft Corp.1,501US$770K+356Sep 30, 2026
Alphabet Inc (google) Class C1,855US$636K+375Sep 30, 2026
Tesla, Inc.1,750US$621KnewSep 30, 2026
Meta Platforms, Inc.716US$519K+16Sep 30, 2026
Republic Services, Inc.1,863US$391Kno changeSep 30, 2026
Oracle Corporation2,781US$382K−202Sep 30, 2026
Micron Technology, Inc.265US$282K+5Sep 30, 2026