Essential Planning, LLC. reported 87 holdings worth US$354M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Essential Planning, LLC. reported 87 holdings worth US$354M as of Jun 30, 2026. Largest: Eli Lilly And Company, Apple Inc and Microsoft Corp. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 87
- Value as reported
- US$354M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Eli Lilly And Company | 2,850 | US$3.42M | 0.97% |
| Apple Inc | 6,790 | US$1.96M | 0.56% |
| Microsoft Corp. | 4,522 | US$1.69M | 0.48% |
| Berkshire Hathaway Inc. | 2,787 | US$1.39M | 0.39% |
| Alphabet Inc (google) Class C | 3,729 | US$1.33M | 0.38% |
| Walmart Inc. | 8,738 | US$990K | 0.28% |
| Goldman Sachs Group, Inc. (the) | 500 | US$506K | 0.14% |
| Amazon.com, Inc. | 2,077 | US$495K | 0.14% |
| Jp Morgan Chase & Co. | 1,378 | US$451K | 0.13% |
| Lam Research Corporation | 1,020 | US$442K | 0.12% |
| Nvidia Corporation | 1,889 | US$378K | 0.11% |
| Rtx Corporation | 1,806 | US$343K | 0.10% |
| Arista Networks, Inc. | 2,000 | US$340K | 0.10% |
| Idexx Laboratories, Inc. | 559 | US$294K | 0.08% |
| Meta Platforms, Inc. | 442 | US$249K | 0.07% |
| Broadcom Inc. | 593 | US$224K | 0.06% |
| Wells Fargo & Company | 2,596 | US$215K | 0.06% |
| At&t Inc. | 10,273 | US$213K | 0.06% |
| Progress Software Corporation | 6,169 | US$207K | 0.06% |
| Kla Corporation | 680 | US$205K | 0.06% |
| Cvs Health Corporation | 1,969 | US$204K | 0.06% |
| Hyperfine, Inc. | 42,398 | US$57,237 | 0.02% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Workday, Inc. | 0 | US$0 | 0.00% |