§ 13F · FUND PROFILE
Essential Planning, LLC..
AUM · $354M (13F)Positions · 87Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 1.08M | $56M | 15.7% | −5% |
| 2 | BND | VANGUARD BD INDEX FDS | 677K | $50M | 14.0% | −5% |
| 3 | VTI | VANGUARD INDEX FDS | 71K | $26M | 7.4% | +6% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 486K | $20M | 5.7% | −3% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 339K | $16M | 4.6% | +28% |
| 6 | JPLD | J P MORGAN EXCHANGE TRADED F | 297K | $15M | 4.4% | +30% |
| 7 | DCOR | DIMENSIONAL ETF TRUST | 162K | $13M | 3.8% | +19% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 304K | $13M | 3.6% | +15% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 280K | $12M | 3.5% | +18% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 16K | $12M | 3.3% | +23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESSENTIAL SIGNAL
AC read
Essential Planning, LLC. is a Other fund managing $354 million in assets. The fund runs a portfolio of 87 positions.
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