Essential Planning, LLC. Top Holdings and 13F Report (2026) About Essential Planning, LLC.Investment ActivityEssential Planning, LLC. has $314.51 million in total holdings as of March 31, 2026.Essential Planning, LLC. owns shares of 85 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 6.37% of the portfolio was purchased this quarter.About 4.22% of the portfolio was sold this quarter.This quarter, Essential Planning, LLC. has purchased 90 new stocks and bought additional shares in 27 stocks.Essential Planning, LLC. sold shares of 36 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $52,738,969Dimensional US Core Equity Market ETF $51,092,212Vanguard Total Stock Market ETF $21,284,325Dimensional International Core Equity Market ETF $19,607,375Dimensional Short-Duration Fixed Income ETF $12,618,705 Largest New Holdings this Quarter 30231G102 - ExxonMobil $272,806 Holding512807306 - LAM RESEARCH CORP $217,933 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 67,141 shares (about $3.50M)Dimensional Short-Duration Fixed Income ETF 58,361 shares (about $2.79M)DIMENSIONAL ETF TRUST 34,819 shares (about $2.51M)SPDR S&P 500 ETF Trust 2,425 shares (about $1.58M)Dimensional U.S. Core Equity 2 ETF 36,595 shares (about $1.42M) Largest Sales this Quarter Eli Lilly and Company 6,885 shares (about $6.33M)Dimensional US Core Equity Market ETF 34,025 shares (about $1.54M)Vanguard Total Bond Market ETF 20,106 shares (about $1.48M)Berkshire Hathaway 667 shares (about $319.63K)Dimensional International Core Equity Market ETF 7,617 shares (about $296.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEssential Planning, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$52,738,969$1,480,606 â–¼-2.7%716,17316.8%ETFDFAUDimensional US Core Equity Market ETF$51,092,212$1,535,211 â–¼-2.9%1,132,36116.2%ETFVTIVanguard Total Stock Market ETF$21,284,325$1,061,265 â–²5.2%66,3446.8%ETFDFAIDimensional International Core Equity Market ETF$19,607,375$296,758 â–¼-1.5%503,2706.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$12,618,705$2,794,320 â–²28.4%263,5494.0%ETFJ P MORGAN EXCHANGE TRADED F$11,944,077$3,504,098 â–²41.5%228,8573.8%JPMORGAM LTD DURDFCFDimensional Core Fixed Income ETF$11,119,675$728,249 â–²7.0%263,3763.5%ETFDIMENSIONAL ETF TRUST$9,826,957$2,509,754 â–²34.3%136,3343.1%US CORE EQUITY 1DFACDimensional U.S. Core Equity 2 ETF$9,223,484$1,422,097 â–²18.2%237,3492.9%ETFSPYSPDR S&P 500 ETF Trust$8,173,955$1,577,167 â–²23.9%12,5682.6%FinanceDFAEDimensional Emerging Core Equity Market ETF$8,164,930$100,226 â–¼-1.2%241,1382.6%ETFBSVVanguard Short-Term Bond ETF$8,150,170$633,227 â–²8.4%103,9452.6%ETFIVViShares Core S&P 500 ETF$5,996,738$111,692 â–¼-1.8%9,1811.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$5,849,855$87,763 â–²1.5%117,1131.9%ManufacturingFBNDFidelity Total Bond ETF$5,471,728$1,292,282 â–²30.9%119,9411.7%ETFMBBiShares MBS ETF$4,898,536$174,805 â–¼-3.4%51,5901.6%ETFVBKVanguard Small-Cap Growth ETF$4,777,494$119,687 â–¼-2.4%15,8071.5%ETFVEAVanguard FTSE Developed Markets ETF$4,627,300$762,747 â–²19.7%72,2111.5%ETFDFICDimensional International Core Equity 2 ETF$4,626,198$756,572 â–²19.6%130,2061.5%ETFPIMCO ETF TR$3,884,339$96,426 â–¼-2.4%42,0961.2%ACTIVE BD ETFFRELFidelity MSCI Real Estate Index ETF$3,630,623$30,650 â–²0.9%134,9201.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,845,293$138,140 â–¼-4.6%34,4590.9%ManufacturingMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,739,159$811,480 â–²42.1%27,2370.9%ETFLLYEli Lilly and Company$2,611,227$6,332,616 â–¼-70.8%2,8390.8%MedicalIBTIiShares iBonds Dec 2028 Term Treasury ETF$2,055,526$74,827 â–¼-3.5%92,2460.7%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$1,971,354$313,598 â–²18.9%28,2630.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,969,644$317,132 â–²19.2%57,0090.6%ETFMSFTMicrosoft$1,848,489$7,033 â–¼-0.4%4,9940.6%Computer and TechnologyAAPLApple$1,753,6970.0%6,9100.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,329,301$319,626 â–¼-19.4%2,7740.4%FinanceIBTGiShares iBonds Dec 2026 Term Treasury ETF$1,277,143$9,349 â–¼-0.7%55,7340.4%ManufacturingDBNDDoubleLine Opportunistic Bond ETF$1,089,305$825 â–²0.1%23,7790.3%ETFWALMART INC$1,076,389$23,240 â–¼-2.1%8,6610.3%COMVMBSVanguard Mortgage-Backed Securities ETF$1,068,467$5,634 â–¼-0.5%22,7570.3%ETFSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$1,065,745$58,324 â–¼-5.2%19,6980.3%ETFGOOGLAlphabet$1,058,6940.0%3,6820.3%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$862,0440.0%18,6630.3%ManufacturingVXUSVanguard Total International Stock ETF$782,632$81,842 â–¼-9.5%10,1460.2%ETFDIMENSIONAL ETF TRUST$734,822$269,873 â–²58.0%14,4910.2%ULTRASHORT FIXEDEPSWisdomTree U.S. LargeCap Fund$710,019$68 â–²0.0%10,4250.2%FinanceVBRVanguard Small-Cap Value ETF$704,5420.0%3,2430.2%ETFIXUSiShares Core MSCI Total International Stock ETF$669,121$84,387 â–¼-11.2%7,7230.2%ManufacturingBNDXVanguard Total International Bond ETF$639,351$625 â–¼-0.1%13,3060.2%ETFVUSBVanguard Ultra-Short Bond ETF$633,754$268,906 â–²73.7%12,7290.2%ETFDFIPDimensional Inflation-Protected Securities ETF$608,008$265,808 â–²77.7%14,5730.2%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$577,782$8,613 â–¼-1.5%25,7590.2%ManufacturingVIGVanguard Dividend Appreciation ETF$573,705$83,033 â–¼-12.6%2,6670.2%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$566,649$11,963 â–¼-2.1%13,0260.2%ETFVOOVanguard S&P 500 ETF$551,441$26,288 â–¼-4.6%9230.2%ETFVWOVanguard FTSE Emerging Markets ETF$514,285$14,053 â–¼-2.7%9,5150.2%ETFDFSVDimensional US Small Cap Value ETF$507,344$631 â–¼-0.1%14,4790.2%ETFVHTVanguard Health Care ETF$495,065$1,362 â–¼-0.3%1,8180.2%ETFDFGRDimensional Global Real Estate ETF$442,292$85,061 â–²23.8%16,6390.1%ETFVGSHVanguard Short-Term Treasury ETF$440,5140.0%7,5250.1%ETFEESWisdomTree U.S. SmallCap Fund$437,5960.0%7,5380.1%FinanceGSThe Goldman Sachs Group$422,9950.0%5000.1%FinanceAMZNAmazon.com$419,2710.0%2,0130.1%Retail/WholesaleDFUSDimensional U.S. Equity ETF$415,036$638 â–¼-0.2%5,8530.1%ETFJPMJPMorgan Chase & Co.$411,5270.0%1,3990.1%FinanceDSIiShares ESG MSCI KLD 400 ETF$401,961$121 â–²0.0%3,3170.1%ETFHONHoneywell International$399,6210.0%1,7680.1%Multi-Sector ConglomeratesVCEBVanguard ESG U.S. Corporate Bond ETF$397,643$377 â–¼-0.1%6,3290.1%ETFESGVVanguard ESG U.S. Stock ETF$385,651$8,757 â–¼-2.2%3,4350.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$384,114$17,200 â–¼-4.3%4,8460.1%ETFVTVVanguard Value ETF$378,8620.0%1,9310.1%ETFVBVanguard Small-Cap ETF$353,256$1,833 â–¼-0.5%1,3490.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$350,922$579 â–¼-0.2%2,4250.1%ETFRTXRTX$348,047$10,997 â–²3.3%1,8040.1%AerospaceRSPInvesco S&P 500 Equal Weight ETF$338,7900.0%1,7650.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$329,060$24,628 â–²8.1%9,6870.1%ETFDTDWisdomTree U.S. Total Dividend Fund$323,834$86 â–²0.0%3,7500.1%FinanceNVDANVIDIA$317,237$872 â–¼-0.3%1,8190.1%Computer and TechnologyIDXXIDEXX Laboratories$314,0970.0%5590.1%MedicalTTTrane Technologies$307,5540.0%7380.1%ConstructionTAT&T$300,164$22,409 â–¼-6.9%10,3540.1%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$299,220$1,115 â–²0.4%6,1750.1%ETFXOMExxonMobil$272,806$272,806 â–²New Holding1,6080.1%EnergySUBiShares Short-Term National Muni Bond ETF$271,149$10,011 â–¼-3.6%2,5460.1%ETFVDCVanguard Consumer Staples ETF$263,6680.0%1,1740.1%ETFARISTA NETWORKS INC$245,5600.0%2,0000.1%COM SHSMETAMeta Platforms$239,1500.0%4180.1%Computer and TechnologyWDAYWorkday$227,2300.0%1,7490.1%Computer and TechnologyLAM RESEARCH CORP$217,933$217,933 â–²New Holding1,0200.1%COM NEWWFCWells Fargo & Company$206,6670.0%2,5960.1%FinanceHYPRHyperfine$45,7900.0%42,3980.0%MedicalLOWLowe's Companies$0$442,046 â–¼-100.0%00.0%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$0$358,194 â–¼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$282,403 â–¼-100.0%00.0%FinanceVUGVanguard Growth ETF$0$272,907 â–¼-100.0%00.0%ETFAVGOBroadcom$0$236,040 â–¼-100.0%00.0%Computer and TechnologyKOCocaCola$0$226,050 â–¼-100.0%00.0%Consumer StaplesCOFCapital One Financial$0$207,851 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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