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Essential Planning, LLC.
Essential Planning, LLC is an SEC-registered investment adviser headquartered in Portsmouth, New Hampshire. Founded to deliver responsive, personalized, and trust-based financial guidance, the firm offers investment advisory services, primarily serving individuals and families. With a focus on creating ideal futures for its clients, community, and team, Essential Planning, LLC emphasizes client relationships and bespoke strategies. The firm manages a substantial portfolio and is recognized for its integrity and attentive service.
Investment Strategy
Essential Planning, LLC adopts a diversified, long-term investment strategy tailored to client needs, focusing on broad asset allocation through ETFs and mutual funds to achieve growth and risk management objectives. The firm relies on index-based and evidence-driven investment approaches, diversifying across equities, fixed income, and international assets. Its philosophy centers on disciplined portfolio construction and ongoing refinement to meet evolving client goals.
Latest 13F Filing Activity
Essential Planning, LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 82 equity positions with a total 13F market value of $269M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Vanguard Index FDS among other positions. Essential Planning, LLC. reduced exposure to Eli Lilly & Co., Ishares TR, Nvidia Corporation among others.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 21.06% | $56.6M | 768,404 | $71.94 | $73.63 | +$1.4M |
D DFAU | DIMENSIONAL ETF TRUST | 20.02% | $53.8M | 1,269,662 | $40.32 | $42.36 | +$5.6M |
D DFAI | DIMENSIONAL ETF TRUST | 6.88% | $18.5M | 534,800 | $29.23 | $34.57 | +$2.0M |
V VTI | VANGUARD INDEX FDS | 6.16% | $16.6M | 54,460 | $288.50 | $303.93 | +$1.8M |
D DFCF | DIMENSIONAL ETF TRUST | 3.58% | $9.6M | 227,808 | $41.33 | $42.26 | +$451.8K |
Industry Allocation
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