Essential Planning, Llc. - Q42025 Holdings

Essential Planning, Llc. holds 90 stocks with a total portfolio value of $ 313.56M as of Q42025. In Q42025, Essential Planning, Llc. added 7 new positions, increased stakes in 35 stocks, reduced 32 holdings, and fully exited 2 positions. The largest holding is Dimensional Etf Trust (DFAU), representing 17.41% of the total portfolio.