Arkolith/Funds/Essential Planning, LLC.

Essential Planning, LLC.

CIK 1949824
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Essential Planning, LLC. holds a focused book of 87 stocks worth $353.9M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Broadcom Inc and trimmed Dimensional US Core Equity M. Their largest long position is Dimensional US Core Equity M at 16% of the equity book.

Opened
5
bought for the first time
Added to
37
already held, bought more
Trimmed
32
sold some, still holds it

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
66%
Top 20 holdings
84%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Information Technology
2%
Health Care
1%
Financials
1%
Consumer Discretionary
0%
Industrials
0%
Communication Services
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Essential Planning, LLC.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$487.9B
JPMORGAN CHASE & CO80 / 80$462.4B
ROYAL BANK OF CANADA80 / 80$135.6B
ENVESTNET ASSET MANAGEMENT INC80 / 80$104.0B
RAYMOND JAMES FINANCIAL INC80 / 80$87.0B
LPL Financial LLC80 / 80$81.5B
OSAIC HOLDINGS, INC.80 / 80$16.7B
CWM, LLC80 / 80$7.9B

Ranked by how many of Essential Planning, LLC.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

87 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US CORE EQT MKT
$55.7M1.08M
15.7%
−4.8%
Reduced · −55K sh
2Vanguard BD Index FDS
TOTAL BND MRKT
$49.7M677.0K
14.0%
−5.5%
Reduced · −39K sh
3Vanguard Index FDS
TOTAL STK MKT
$26.1M70.6K
7.4%
+6.4%
Added · +4K sh
4Dimensional ETF Trust
INTL CORE EQT MK
$20.0M485.6K
5.7%
−3.5%
Reduced · −18K sh
5Dimensional ETF Trust
SHOR DUR FIX ETF
$16.2M338.6K
4.6%
+28%
Added · +75K sh
6J P Morgan Exchange Traded F
JPMORGAM LTD DUR
$15.5M297.0K
4.4%
+30%
Added · +68K sh
7Dimensional ETF Trust
US COR EQU 1 ETF
$13.3M162.4K
3.8%
+19%
Added · +26K sh
8Dimensional ETF Trust
CORE FIXE IN ETF
$12.8M303.7K
3.6%
+15%
Added · +40K sh
9Dimensional ETF Trust
US COR EQU 2 ETF
$12.4M280.0K
3.5%
+18%
Added · +43K sh
10State STR SPDR S&P 500 ETF T
TR UNIT
$11.6M15.5K
3.3%
+23%
Added · +3K sh
11Dimensional ETF Trust
EMGR CRE EQT MNG
$9.3M232.4K
2.6%
−3.6%
Reduced · −9K sh
12Vanguard BD Index FDS
SHORT TRM BOND
$8.5M109.2K
2.4%
+5.1%
Added · +5K sh
13Fidelity Merrimack STR TR
TOTAL BD ETF
$7.5M164.2K
2.1%
+37%
Added · +44K sh
14Ishares TR
CORE S&P500 ETF
$6.8M9.1K
1.9%
−1.3%
Reduced · −117 sh
15Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$6.3M88.4K
1.8%
+22%
Added · +16K sh
16Dimensional ETF Trust
INTL CORE EQUITY
$6.0M160.8K
1.7%
+23%
Added · +31K sh
17Vanguard Malvern FDS
STRM INFPROIDX
$5.9M116.6K
1.7%
−0.4%
Reduced · −526 sh
18Vanguard Index FDS
SML CP GRW ETF
$5.7M15.5K
1.6%
−1.7%
Reduced · −273 sh
19Ishares TR
MBS ETF
$4.6M49.2K
1.3%
−4.7%
Reduced · −2K sh
20Fidelity Covington Trust
MSCI RL EST ETF
$4.0M135.8K
1.1%
+0.6%
Added · +849 sh
21Pimco ETF TR
ACTIVE BD ETF
$3.7M39.9K
1.0%
−5.3%
Reduced · −2K sh
22Pimco ETF TR
ENHAN SHRT MA AC
$3.6M36.0K
1.0%
+32%
Added · +9K sh
23Eli Lilly & Co
COM
$3.4M2.9K
1.0%
+0.4%
Added · +11 sh
24Ishares Inc
CORE MSCI EMKT
$2.8M34.1K
0.8%
+21%
Added · +6K sh
25Dimensional ETF Trust
EMERGING MKTS CO
$2.8M68.7K
0.8%
+21%
Added · +12K sh
26Ishares TR
1 3 YR TREAS BD
$2.7M33.3K
0.8%
−3.2%
Reduced · −1K sh
27Ishares TR
IBONDS 28 TRM TS
$2.0M91.5K
0.6%
−0.8%
Reduced · −774 sh
28Apple Inc
COM
$2.0M6.8K
0.6%
−1.7%
Reduced · −120 sh
29Microsoft Corp
COM
$1.7M4.5K
0.5%
−9.4%
Reduced · −472 sh
30Berkshire Hathaway Inc Del
CL B NEW
$1.4M2.8K
0.4%
+0.5%
Added · +13 sh
31Alphabet Inc
CAP STK CL A
$1.3M3.7K
0.4%
+1.3%
Added · +47 sh
32Ishares TR
IBONDS 26 TRM TS
$1.3M54.8K
0.4%
−1.6%
Reduced · −918 sh
33Doubleline ETF Trust
OPPO CORE BD ETF
$1.0M22.7K
0.3%
−4.4%
Reduced · −1K sh
34Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$1.0M21.8K
0.3%
−4.1%
Reduced · −939 sh
35Dimensional ETF Trust
ULTR FIX INC ETF
$1.0M19.8K
0.3%
+36%
Added · +5K sh
36Pimco ETF TR
1-5 US TIP IDX
$1.0M18.7K
0.3%
−4.8%
Reduced · −949 sh
37Walmart Inc
COM
$990K8.7K
0.3%
+0.9%
Added · +77 sh
38Vanguard BD Index FDS
VANGUARD ULTRA
$897K18.0K
0.3%
+42%
Added · +5K sh
39Ishares TR
CORE UNIVRSL USD
$811K17.6K
0.2%
−5.8%
Reduced · −1K sh
40Vanguard Star FDS
VG TL INTL STK F
$801K9.4K
0.2%
−7.7%
Reduced · −781 sh
41Dimensional ETF Trust
INFLATION PROTE
$791K19.2K
0.2%
+32%
Added · +5K sh
42Wisdomtree TR
US LARGECAP FUND
$779K10.0K
0.2%
−4.0%
Reduced · −413 sh
43Ishares TR
CORE MSCI TOTAL
$689K7.2K
0.2%
−6.6%
Reduced · −509 sh
44Vanguard Index FDS
SM CP VAL ETF
$681K2.8K
0.2%
−14%
Reduced · −442 sh
45Vanguard Charlotte FDS
TOTAL INT BD ETF
$640K13.2K
0.2%
−0.8%
Reduced · −101 sh
46Vanguard Specialized Funds
DIV APP ETF
$632K2.7K
0.2%
+0.1%
Added · +2 sh
47Vanguard Index FDS
S&P 500 ETF SHS
$617K898
0.2%
−2.7%
Reduced · −25 sh
48Dimensional ETF Trust
GLOBAL REAL EST
$610K21.1K
0.2%
+27%
Added · +4K sh
49Ishares TR
IBONDS 27 TRM TS
$579K25.9K
0.2%
+0.5%
Added · +129 sh
50Ishares TR
ESG ADVAN ETF
$573K13.2K
0.2%
+1.1%
Added · +151 sh
Showing 50 of 87 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202687$353.9M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202685$314.5M13F-HR
Q4 2025Dec 31, 2025Jan 15, 202690$313.6M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202585$290.5M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202582$268.6M13F-HR
Q1 2025Mar 31, 2025May 8, 202581$248.2M13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025313$15.4B13F-HR
Q3 2024Sep 30, 2024Nov 7, 202483$243.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.