§ 13F · FUND PROFILE
Essential Planning, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $290.5T (13F)Positions · 85Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 1.17M | $54.6T | 17.4% | −5% |
| 2 | BND | VANGUARD BD INDEX FDS | 736K | $54.5T | 17.4% | −4% |
| 3 | VTI | VANGUARD INDEX FDS | 63K | $21.1T | 6.7% | +9% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 511K | $19.5T | 6.2% | −2% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 246K | $10.5T | 3.3% | +9% |
| 6 | LLY | ELI LILLY & CO | 10K | $10.4T | 3.3% | ±0% |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 205K | $9.8T | 3.1% | +43% |
| 8 | JPLD | J P MORGAN EXCHANGE TRADED F | 162K | $8.5T | 2.7% | +67% |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 244K | $8.0T | 2.5% | −3% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 201K | $7.9T | 2.5% | +30% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESSENTIAL SIGNAL
AC read
Essential Planning, LLC. is a Other fund managing $290475.5 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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