Essential Planning, LLC. - Portfolio Stock Holdings
Essential Planning, LLC. disclosed 90 stock positions in a recent SEC 13F filing. $365,450,428 of stock holdings were filed, with the largest holdings including DFAU, BND, and VTI. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $524,444,621 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
90Est. Stock Holding Value:
$365,450,428Top Stock Holdings By Sector
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Portfolio Stock Holdings - Essential Planning, LLC.
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% of Portfolio
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