Essential Planning, LLC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Essential Planning, LLC. held in its portfolio 90 assets valued at $313,564,292 (i.e. $313.56M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($54.59M), VANGUARD BD INDEX FDS ($54.54M), and VANGUARD INDEX FDS ($21.13M).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Essential Planning, LLC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1166386 | 54586961 | US CORE EQT MKT |
| VANGUARD BD INDEX FDS | 736279 | 54536159 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 63036 | 21134496 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 510887 | 19469857 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 246127 | 10475133 | CORE FIXED INCOM |
| ELI LILLY & CO | 9724 | 10449956 | COM |
| DIMENSIONAL ETF TRUST | 205188 | 9838765 | SHORT DURATION F |
| J P MORGAN EXCHANGE TRADED F | 161716 | 8464034 | JPMORGAM LTD DUR |
| DIMENSIONAL ETF TRUST | 244098 | 7950326 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 200754 | 7947859 | US CORE EQUITY 2 |
| VANGUARD BD INDEX FDS | 95869 | 7555356 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 101515 | 7474613 | US CORE EQUITY 1 |
| SPDR S&P 500 ETF TR | 10143 | 6916271 | TR UNIT |
| ISHARES TR | 9352 | 6405175 | CORE S&P500 ETF |
| VANGUARD MALVERN FDS | 115356 | 5705565 | STRM INFPROIDX |
| ISHARES TR | 53431 | 5087770 | MBS ETF |
| VANGUARD INDEX FDS | 16203 | 4895058 | SML CP GRW ETF |
| FIDELITY MERRIMACK STR TR | 91614 | 4217920 | TOTAL BD ETF |
| PIMCO ETF TR | 43141 | 4015177 | ACTIVE BD ETF |
| VANGUARD TAX-MANAGED FDS | 60308 | 3767506 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 108912 | 3753106 | INTL CORE EQUITY |
| FIDELITY COVINGTON TRUST | 133781 | 3597293 | MSCI RL EST ETF |
| ISHARES TR | 36132 | 2992448 | 1 3 YR TREAS BD |
| MICROSOFT CORP | 5013 | 2424593 | COM |
| ISHARES TR | 95604 | 2138189 | IBONDS 28 TRM TS |
| PIMCO ETF TR | 19168 | 1923139 | ENHAN SHRT MA AC |
| APPLE INC | 6910 | 1878474 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3441 | 1729619 | CL B NEW |
| ISHARES INC | 23767 | 1597600 | CORE MSCI EMKT |
| DIMENSIONAL ETF TRUST | 47830 | 1582202 | EMERGING MKTS CO |
| ISHARES TR | 56142 | 1284241 | IBONDS 26 TRM TS |
| ALPHABET INC | 3682 | 1152338 | CAP STK CL A |
| PIMCO ETF TR | 20776 | 1114821 | 1-5 US TIP IDX |
| DOUBLELINE ETF TRUST | 23761 | 1101648 | OPPORTUNISTIC CO |
| VANGUARD SCOTTSDALE FDS | 22877 | 1077058 | MTG-BKD SECS ETF |
| WALMART INC | 8848 | 985756 | COM |
| ISHARES TR | 18663 | 868576 | CORE UNIVRSL USD |
| VANGUARD STAR FDS | 11207 | 845721 | VG TL INTL STK F |
| WISDOMTREE TR | 10424 | 738627 | US LARGECAP FUND |
| ISHARES TR | 8697 | 736114 | CORE MSCI TOTAL |
| VANGUARD INDEX FDS | 3243 | 686834 | SM CP VAL ETF |
| VANGUARD SPECIALIZED FUNDS | 3053 | 671144 | DIV APP ETF |
| VANGUARD CHARLOTTE FDS | 13319 | 643581 | TOTAL INT BD ETF |
| VANGUARD INDEX FDS | 967 | 606271 | S&P 500 ETF SHS |
| ISHARES TR | 26143 | 587439 | IBONDS 27 TRM TS |
| ISHARES TR | 13301 | 584040 | ESG ADVANCED UNI |
| VANGUARD INTL EQUITY INDEX F | 9775 | 525504 | FTSE EMR MKT ETF |
| VANGUARD WORLD FD | 1823 | 524713 | HEALTH CAR ETF |
| DIMENSIONAL ETF TRUST | 14497 | 476806 | US SMALL CAP VAL |
| AMAZON COM INC | 2013 | 464664 | COM |
| DIMENSIONAL ETF TRUST | 9169 | 464365 | ULTRASHORT FIXED |
| JPMORGAN CHASE & CO. | 1399 | 450784 | COM |
| LOWES COS INC | 1833 | 442046 | COM |
| VANGUARD SCOTTSDALE FDS | 7525 | 441943 | SHORT TERM TREAS |
| GOLDMAN SACHS GROUP INC | 500 | 439500 | COM |
| DIMENSIONAL ETF TRUST | 5862 | 434785 | US EQUITY MARKET |
| WISDOMTREE TR | 7538 | 429133 | US SMALLCAP FUND |
| ISHARES TR | 3316 | 427176 | ESG MSCI KLD 400 |
| VANGUARD WORLD FD | 3513 | 424927 | ESG US STK ETF |
| VANGUARD SCOTTSDALE FDS | 5063 | 403641 | SHRT TRM CORP BD |
| VANGUARD WORLD FD | 6335 | 403128 | ESG US CORP BD |
| IDEXX LABS INC | 559 | 378181 | COM |
| WORKDAY INC | 1749 | 375650 | CL A |
| VANGUARD INDEX FDS | 1931 | 368802 | VALUE ETF |
| VANGUARD BD INDEX FDS | 7328 | 365290 | VANGUARD ULTRA |
| ISHARES TR | 2409 | 358194 | CORE S&P TTL STK |
| DIMENSIONAL ETF TRUST | 13439 | 355053 | GLOBAL REAL EST |
| VANGUARD INDEX FDS | 1356 | 349606 | SMALL CP ETF |
| HONEYWELL INTL INC | 1768 | 344919 | COM |
| ISHARES TR | 2429 | 342878 | S&P SML 600 GWT |
| DIMENSIONAL ETF TRUST | 8202 | 340855 | INFLATION PROTE |
| NVIDIA CORPORATION | 1824 | 340184 | COM |
| INVESCO EXCHANGE TRADED FD T | 1765 | 338155 | S&P500 EQL WGT |
| RTX CORPORATION | 1747 | 320441 | COM |
| WISDOMTREE TR | 3749 | 318185 | US TOTAL DIVIDND |
| DIMENSIONAL ETF TRUST | 8962 | 293325 | WORLD EX US CORE |
| TRANE TECHNOLOGIES PLC | 738 | 287230 | SHS |
| DIMENSIONAL ETF TRUST | 6152 | 286635 | US MKTWIDE VALUE |
| ISHARES TR | 2827 | 282403 | CORE US AGGBD ET |
| ISHARES TR | 2640 | 281688 | SHRT NAT MUN ETF |
| AT&T INC | 11127 | 276385 | COM |
| META PLATFORMS INC | 418 | 275918 | CL A |
| VANGUARD INDEX FDS | 559 | 272907 | GROWTH ETF |
| ARISTA NETWORKS INC | 2000 | 262060 | COM SHS |
| VANGUARD WORLD FD | 1174 | 247996 | CONSUM STP ETF |
| WELLS FARGO CO NEW | 2596 | 241947 | COM |
| BROADCOM INC | 682 | 236040 | COM |
| COCA COLA CO | 3233 | 226050 | COM |
| CAPITAL ONE FINL CORP | 858 | 207851 | COM |
| HYPERFINE INC | 42398 | 41520 | COM CL A |
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