Essential Planning, Llc. Portfolio Holdings

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025

Essential Planning, Llc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $290 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $56.8B, Dimensional ETF Tr with a value of $56B, Dimensional ETF Tr with a value of $19B, Vanguard Total Stock Market Et with a value of $19B, and Dimensional ETF Tr Core Fxd In with a value of $9.62B.

Examining the 13F form we can see an increase of $21.9B in the current position value, from $269B to 290B.

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 $290 Billion
ETFs: $259 Billion
Healthcare: $7.48 Billion
Technology: $5.1 Billion
Financial Services: $2.78 Billion
Communication Services: $1.52 Billion
Industrials: $972 Million
Consumer Defensive: $912 Million
Consumer Cyclical: $901 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$971B
$7.42 Billion 2.55% of portfolio
9,724
Q3 2025 Reduced 11.58%
$3.78T
$2.36 Billion 0.81% of portfolio
4,548
Q3 2025 Added 1.38%
$4.3T
$1.76 Billion 0.6% of portfolio
6,901
Q3 2025 Reduced 1.44%
$662B
$1.73 Billion 0.6% of portfolio
3,441
Q1 2025 Reduced 97.69%
$279B
$912 Million 0.31% of portfolio
8,848
Q1 2025 Reduced 98.46%
$1.65T
$879 Million 0.3% of portfolio
3,618
Q3 2025 Added 0.03%
$881B
$431 Million 0.15% of portfolio
1,366
Q3 2025 Added 11.24%
$2.39T
$441 Million 0.15% of portfolio
2,006
Q3 2025 Added 7.5%
$265B
$398 Million 0.14% of portfolio
500
Q1 2025 Reduced 50.0%
$465B
$338 Million 0.12% of portfolio
1,809
Q3 2025 Reduced 30.77%
$1.37T
$307 Million 0.11% of portfolio
418
Q2 2025 Reduced 4.78%
$258B
$289 Million 0.1% of portfolio
1,726
Q3 2025 Reduced 3.63%
$317B
$218 Million 0.07% of portfolio
2,596
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $290 Billion
  • Prior Value $269 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 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