Essential Partners LLC
All 13F Filings
- Location
- Rancho Santa Fe, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 219,209
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 2,852 | 219,209 | 13F-HR | Essential Partners LLC |
| Q2 2026 | 8/10/2026 | 2,853 | 217,027 | 13F-HR | Essential Partners LLC |
| Q1 2026 | 5/21/2026 | 2,848 | 297,151 | 13F-HR | Essential Partners LLC |
| Q4 2025 | 5/21/2026 | 2,772 | 324,770 | 13F-HR | Essential Partners LLC |
| Q3 2025 | 5/21/2026 | 2,668 | 303,159 | 13F-HR | Essential Partners LLC |
| Q2 2025 | 5/21/2026 | 2,273 | 250,459 | 13F-HR | Essential Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.8 K | 72.5% | 0 | 414 | -414 |
| ETFs | 60.33 K | 27.5% | 2.567 K | 0 | 2.567 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
219,209
Holdings
2852
QoQ value change ($000)
2,182
(1.0%)
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.