Essential Planning, Llc. - Q32026 Holdings

Essential Planning, Llc. holds 88 stocks with a total portfolio value of $ 365.45M as of Q32026. In Q32026, Essential Planning, Llc. added 88 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFAU), representing 14.55% of the total portfolio.