Essential Planning, LLC. — 13F holdings

Essential Planning, LLC. reported 88 holdings worth $365M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

  1. DFAU DIMENSIONAL ETF TRUST — $53.2M (14.6%)
  2. BND VANGUARD BD INDEX FDS — $45.5M (12.4%)
  3. VTI VANGUARD INDEX FDS — $27.7M (7.6%)
  4. DFSD DIMENSIONAL ETF TRUST — $19.8M (5.4%)
  5. JPLD J P MORGAN EXCHANGE TRADED F — $19.8M (5.4%)
  6. DFAI DIMENSIONAL ETF TRUST — $19.6M (5.4%)
  7. DCOR DFA INVT DIMENSIONS GROUP IN — $16.7M (4.6%)
  8. SPY SPDR S&P 500 ETF TR — $15.4M (4.2%)
  9. DIMENSIONAL ETF TRUST — $14.8M (4.0%)
  10. DFCF DIMENSIONAL ETF TRUST — $13.6M (3.7%)