Essential Planning, Llc. - Q12026 Holdings

Essential Planning, Llc. holds 85 stocks with a total portfolio value of $ 314.51M as of Q12026. In Q12026, Essential Planning, Llc. added 2 new positions, increased stakes in 27 stocks, reduced 36 holdings, and fully exited 7 positions. The largest holding is Vanguard Bd Index Fds (BND), representing 16.77% of the total portfolio.