Essential Planning, LLC.
All 13F Filings
- Location
- Portsmouth, NH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 313,564
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 90 | 313,564 | 13F-HR | Essential Planning, LLC. |
| Q3 2025 | 10/28/2025 | 85 | 290,476 | 13F-HR | Essential Planning, LLC. |
| Q2 2025 | 8/14/2025 | 82 | 268,590 | 13F-HR | Essential Planning, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 265.9 K | 84.8% | 21.15 K | 0 | 21.15 K |
| ETFs | 35.27 K | 11.2% | 2.435 K | 0 | 2.435 K |
| Debt | 11.56 K | 3.7% | 175 | 0 | 175 |
| Other | 869 | 0.3% | 0 | 667 | -667 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
313,564
Holdings
90
QoQ value change ($000)
23,088
(7.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.