Holdings
Essential Planning, LLC.
As of Jun 30, 2026, Essential Planning, LLC. reported 22 positions worth US$15.6M. Largest: Eli Lilly And Company, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eli Lilly And Company | 2,850 | US$3.42M | +11 | Jun 30, 2026 |
| Apple Inc | 6,790 | US$1.96M | −120 | Jun 30, 2026 |
| Microsoft Corp. | 4,522 | US$1.69M | −472 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,787 | US$1.39M | +13 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,729 | US$1.33M | +47 | Jun 30, 2026 |
| Walmart Inc. | 8,738 | US$990K | +77 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 500 | US$506K | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 2,077 | US$495K | +64 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,378 | US$451K | −21 | Jun 30, 2026 |
| Lam Research Corporation | 1,020 | US$442K | no change | Jun 30, 2026 |