Essential Planning, Llc. Portfolio Holdings

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025

Essential Planning, Llc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $314 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $54.6B, Vanguard Bd Index Fd Inc Total with a value of $54.5B, Vanguard Total Stock Market Et with a value of $21.1B, Dimensional ETF Tr with a value of $19.5B, and Dimensional ETF Tr Core Fxd In with a value of $10.5B.

Examining the 13F form we can see an increase of $23.1B in the current position value, from $290B to 314B.

Essential Planning, Llc. is based out at Portsmouth, NH

Below you can find more details about Essential Planning, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $314 Billion
ETFs: $271 Billion
Healthcare: $10.9 Billion
Technology: $5.25 Billion
Financial Services: $3.07 Billion
Communication Services: $1.7 Billion
Consumer Defensive: $1.21 Billion
Industrials: $953 Million
Consumer Cyclical: $907 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$442 Million 0.14% of portfolio
1,833
Q3 2025 Reduced 16.03%
$57.4B
$378 Million 0.12% of portfolio
559
Q4 2025 New
$46.4B
$376 Million 0.12% of portfolio
1,749
Q1 2025 Reduced 98.45%
$132B
$345 Million 0.11% of portfolio
1,768
Q1 2025 Reduced 98.46%
$96.9B
$287 Million 0.09% of portfolio
738
Q1 2025 Reduced 98.46%
$181B
$276 Million 0.09% of portfolio
11,127
Q4 2025 Reduced 5.44%
$139B
$236 Million 0.08% of portfolio
682
Q3 2025 New
$77.2B
$208 Million 0.07% of portfolio
858
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $314 Billion
  • Prior Value $290 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email