Essential Investment Partners LLC
All 13F Filings
- Location
- Englewood, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 124,529
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 312 | 124,529 | 13F-HR | Essential Investment Partners LLC |
| Q1 2026 | 7/15/2026 | 301 | 107,971 | 13F-HR | Essential Investment Partners LLC |
| Q4 2025 | 7/15/2026 | 284 | 106,260 | 13F-HR | Essential Investment Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 101.8 K | 81.8% | 11.62 K | 0 | 11.62 K |
| ETFs | 22.69 K | 18.2% | 4.94 K | 0 | 4.94 K |
| Debt | 1 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
124,529
Holdings
312
QoQ value change ($000)
16,558
(15.3%)
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.