Essential Partners LLC
All 13F Filings
- Location
- Rancho Santa Fe, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 217,027
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 159.2 K | 73.4% | 0 | 85.56 K | -85.56 K |
| ETFs | 57.77 K | 26.6% | 5.475 K | 0 | 5.475 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
217,027
Holdings
2853
QoQ value change ($000)
-80,124
(-27.0%)
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.