§ 13F · FUND PROFILE
Essential Planning, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $290M (13F)Positions · 85Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$491K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 716K | $53M | 16.8% | −3% |
| 2 | DFAU | DIMENSIONAL ETF TRUST | 1.13M | $51M | 16.2% | −3% |
| 3 | VTI | VANGUARD INDEX FDS | 66K | $21M | 6.8% | +5% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 503K | $20M | 6.2% | −1% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 264K | $13M | 4.0% | +28% |
| 6 | JPLD | J P MORGAN EXCHANGE TRADED F | 229K | $12M | 3.8% | +42% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 263K | $11M | 3.5% | +7% |
| 8 | DCOR | DIMENSIONAL ETF TRUST | 136K | $10M | 3.1% | +34% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 237K | $9M | 2.9% | +18% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 13K | $8M | 2.6% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESSENTIAL SIGNAL
AC read
Essential Planning, LLC. is a Other fund managing $290 million in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed