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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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