StockDriftsStockDriftsTop 50 Essential Planning, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 15.74% | 1.08M | $55.7M | -4.85%(-54.89K) | $39.89(+34.28%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 14.04% | 677.0K | $49.7M | -5.47%(-39.21K) | $73.49(-1.64%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.38% | 70.6K | $26.1M | +6.41%(+4.25K) | $295.29(+29.37%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.66% | 485.6K | $20.0M | -3.50%(-17.63K) | $30.44(+42.33%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.57% | 338.6K | $16.2M | +28.48%(+75.07K) | $47.74(-0.68%) | 2026-06-30 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 4.38% | 297.0K | $15.5M | +29.76%(+68.11K) | $52.23(-0.48%) | 2026-06-30 | |
| DCOR | DIMENSIONAL ETF TRUST | 3.76% | 162.4K | $13.3M | +19.12%(+26.06K) | $70.28(+21.33%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.62% | 303.7K | $12.8M | +15.29%(+40.28K) | $42.25(-1.36%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.51% | 280.0K | $12.4M | +17.95%(+42.61K) | $37.23(+23.52%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.27% | 15.5K | $11.6M | +23.45%(+2.95K) | $642.77(+20.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.23% | +33.93% | — | — | +48.70% |
| Top 20 Holdings Unweighted | +10.68% | +35.59% | — | — | +58.07% |
Essential Planning, LLC. reports $353.86M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (15.7%), BND (14.0%) and VTI (7.4%). The top 20 holdings account for 84.17% of reported assets. Its disclosed equity book has returned +33.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Essential Planning, LLC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1949824). View Essential Planning, LLC.’s 13F filings on SEC