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Essential Planning, LLC. — 13F Holdings & Portfolio

CIK 1949824 · latest 13F-HR filed 2026-04-23

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$314.5M

Long-equity book

Holdings

85

Distinct positions

Period

2026-03-31

Filed 2026-04-23

Q/Q Activity

+2 / −7 / ↑26 / ↓22

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • J P MORGAN EXCHANGE TRADED F$3.5M +41.1%
  • DIMENSIONAL ETF TRUST$2.8M +28.3%
  • DIMENSIONAL ETF TRUST$2.4M +31.5%
  • DIMENSIONAL ETF TRUST$1.3M +16.0%
  • STATE STR SPDR S&P 500 ETF T$1.3M +18.2%
Show all 26 →

Top Trims

  • ELI LILLY & CO-$7.8M -75.0%
  • DIMENSIONAL ETF TRUST-$3.5M -6.4%
  • MICROSOFT CORP-$576.1K -23.8%
  • ISHARES TR-$408.4K -6.4%
  • BERKSHIRE HATHAWAY INC DEL-$400.3K -23.1%
Show all 22 →

New Positions

  • EXXON MOBIL CORP$272.8K
  • LAM RESEARCH CORP$217.9K
Show all 2 →

Exited Positions

  • LOWES COS INC$442.0K
  • ISHARES TR$358.2K
  • ISHARES TR$282.4K
  • VANGUARD INDEX FDS$272.9K
  • BROADCOM INC$236.0K
Show all 7 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD BD INDEX FDS BND 921937835 $52.7M 16.77% 716,173 SH
2 DIMENSIONAL ETF TRUST DFAU 25434V104 $51.1M 16.25% 1,132,361 SH
3 VANGUARD INDEX FDS VTI 922908769 $21.3M 6.77% 66,344 SH
4 DIMENSIONAL ETF TRUST DFAI 25434V203 $19.6M 6.23% 503,270 SH
5 DIMENSIONAL ETF TRUST DFSD 25434V864 $12.6M 4.01% 263,549 SH
6 J P MORGAN EXCHANGE TRADED F JPLD 46654Q773 $11.9M 3.80% 228,857 SH
7 DIMENSIONAL ETF TRUST DFCF 25434V872 $11.1M 3.54% 263,376 SH
8 DIMENSIONAL ETF TRUST DCOR 25434V625 $9.8M 3.12% 136,334 SH
9 DIMENSIONAL ETF TRUST DFAC 25434V708 $9.2M 2.93% 237,349 SH
10 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $8.2M 2.60% 12,568 SH
11 DIMENSIONAL ETF TRUST DFAE 25434V302 $8.2M 2.60% 241,138 SH
12 VANGUARD BD INDEX FDS BSV 921937827 $8.2M 2.59% 103,945 SH
13 ISHARES TR IVV 464287200 $6.0M 1.91% 9,181 SH
14 VANGUARD MALVERN FDS VTIP 922020805 $5.8M 1.86% 117,113 SH
15 FIDELITY MERRIMACK STR TR FBND 316188309 $5.5M 1.74% 119,941 SH
16 ISHARES TR MBB 464288588 $4.9M 1.56% 51,590 SH
17 VANGUARD INDEX FDS VBK 922908595 $4.8M 1.52% 15,807 SH
18 VANGUARD TAX-MANAGED FDS VEA 921943858 $4.6M 1.47% 72,211 SH
19 DIMENSIONAL ETF TRUST DFIC 25434V799 $4.6M 1.47% 130,206 SH
20 PIMCO ETF TR BOND 72201R775 $3.9M 1.24% 42,096 SH
21 FIDELITY COVINGTON TRUST FREL 316092857 $3.6M 1.15% 134,920 SH
22 ISHARES TR SHY 464287457 $2.8M 0.90% 34,459 SH
23 PIMCO ETF TR MINT 72201R833 $2.7M 0.87% 27,237 SH
24 ELI LILLY & CO LLY 532457108 $2.6M 0.83% 2,839 SH
25 ISHARES TR IBTI 46436E833 $2.1M 0.65% 92,246 SH
26 ISHARES INC IEMG 46434G103 $2.0M 0.63% 28,263 SH
27 DIMENSIONAL ETF TRUST DFEM 25434V732 $2.0M 0.63% 57,009 SH
28 MICROSOFT CORP MSFT 594918104 $1.8M 0.59% 4,994 SH
29 APPLE INC AAPL 037833100 $1.8M 0.56% 6,910 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.3M 0.42% 2,774 SH
31 ISHARES TR IBTG 46436E858 $1.3M 0.41% 55,734 SH
32 DOUBLELINE ETF TRUST DBND 25861R105 $1.1M 0.35% 23,779 SH
33 WALMART INC WMT 931142103 $1.1M 0.34% 8,661 SH
34 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $1.1M 0.34% 22,757 SH
35 PIMCO ETF TR STPZ 72201R205 $1.1M 0.34% 19,698 SH
36 ALPHABET INC GOOGL 02079K305 $1.1M 0.34% 3,682 SH
37 ISHARES TR IUSB 46434V613 $862.0K 0.27% 18,663 SH
38 VANGUARD STAR FDS VXUS 921909768 $782.6K 0.25% 10,146 SH
39 DIMENSIONAL ETF TRUST DUSB 25434V591 $734.8K 0.23% 14,491 SH
40 WISDOMTREE TR EPS 97717W588 $710.0K 0.23% 10,425 SH
41 VANGUARD INDEX FDS VBR 922908611 $704.5K 0.22% 3,243 SH
42 ISHARES TR IXUS 46432F834 $669.1K 0.21% 7,723 SH
43 VANGUARD CHARLOTTE FDS BNDX 92203J407 $639.4K 0.20% 13,306 SH
44 VANGUARD BD INDEX FDS VUSB 92203C303 $633.8K 0.20% 12,729 SH
45 DIMENSIONAL ETF TRUST DFIP 25434V856 $608.0K 0.19% 14,573 SH
46 ISHARES TR IBTH 46436E841 $577.8K 0.18% 25,759 SH
47 VANGUARD SPECIALIZED FUNDS VIG 921908844 $573.7K 0.18% 2,667 SH
48 ISHARES TR EUSB 46436E619 $566.6K 0.18% 13,026 SH
49 VANGUARD INDEX FDS VOO 922908363 $551.4K 0.18% 923 SH
50 VANGUARD INTL EQUITY INDEX F VWO 922042858 $514.3K 0.16% 9,515 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-23 $314.5M 85 0001949824-26-000002
2025-12-31 2026-01-15 $313.6M 90 0001949824-26-000001