Essential Planning, Llc. Portfolio Holdings

Essential Planning, Llc.

  • $269 Billion
  • Q2 2025

Essential Planning, Llc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $269 Billion distributed in 82 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 $56.6B, Dimensional ETF Tr with a value of $53.8B, Dimensional ETF Tr with a value of $18.5B, Vanguard Total Stock Market Et with a value of $16.6B, and Dimensional ETF Tr Core Fxd In with a value of $9.63B.

Examining the 13F form we can see an increase of $20.4B in the current position value, from $248B to 269B.

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 $269 Billion
ETFs: $242 Billion
Healthcare: $8.6 Billion
Technology: $4.5 Billion
Financial Services: $2.59 Billion
Communication Services: $1.29 Billion
Industrials: $996 Million
Consumer Cyclical: $894 Million
Consumer Defensive: $865 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $269 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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