Essential Planning, Llc. Portfolio Holdings

Essential Planning, Llc.

  • $248 Billion
  • Q1 2025

Essential Planning, Llc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $248 Billion distributed in 81 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 $55.2B, Dimensional ETF Tr with a value of $48.2B, Dimensional ETF Tr with a value of $16.4B, Vanguard Total Stock Market Et with a value of $14.8B, and Dimensional ETF Tr Core Fxd In with a value of $9.18B.

Examining the 13F form we can see an increase of $233B in the current position value, from $15B to 248B.

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 $248 Billion
ETFs: $224 Billion
Healthcare: $9.13 Billion
Technology: $4.36 Billion
Financial Services: $2.41 Billion
Communication Services: $1.15 Billion
Consumer Cyclical: $864 Million
Industrials: $860 Million
Consumer Defensive: $777 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$40M
$30.4 Million 0.01% of portfolio
42,398
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $248 Billion
  • Prior Value $15 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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