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Melissa Joy

Pearl Planning Llc

Assets Managed
$217.423M
Holdings
58
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
16.21%(2Q avg: 15.32%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Pearl Planning Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Pearl Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 217.423M in assets, with a quarterly growth rate of 16.21% and a 2-quarter average growth rate of 15.32%. The portfolio is managed by Melissa Joy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 6.4%
14.36%
$31.217M
45,453 shares@ $686.81 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 13.27%
10.74%
$23.35M
261,773 shares@ $89.21 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 9.28%
8.29%
$18.022M
391,356 shares@ $46.05 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 9.8%
8.07%
$17.54M
385,581 shares@ $45.49 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -3.91%
7.05%
$15.328M
70,334 shares@ $217.94 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 314.85%
6.79%
$14.758M
183,166 shares@ $80.57 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Decreased -4.09%
5.67%
$12.323M
169,045 shares@ $72.91 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 6.61%
3.96%
$8.606M
113,556 shares@ $75.8 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 2.1%
3.83%
$8.322M
66,705 shares@ $124.76 avg price
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Increased 3.4%
3.69%
$8.016M
60,619 shares@ $132.24 avg price

1-10 of 58