Essential Planning, LLC.
All 13F Filings
- Location
- Portsmouth, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 353,865
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 87 | 353,865 | 13F-HR | Essential Planning, LLC. |
| Q1 2026 | 4/22/2026 | 85 | 314,507 | 13F-HR | Essential Planning, LLC. |
| 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 | 17.6 K | 5.0% | 1.758 K | 0 | 1.758 K |
| ETFs | 323.9 K | 91.5% | 37.3 K | 0 | 37.3 K |
| Debt | 12.37 K | 3.5% | 309 | 0 | 309 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
353,865
Holdings
87
QoQ value change ($000)
39,358
(12.5%)
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.