13F Filings History of Essential Planning, LLC.

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$313,564,292
Signature - Title
Hunter Lord - Manager
Location
Portsmouth, NH
Summary
This page shows a list of all the recent 13F filings made by Essential Planning, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Essential Planning, LLC. reported 90 stock holdings with total value $313,564,292 as of Q4 2025. Top holdings included DFAU, BND, VTI, DFAI, and DFCF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 90 $313,564,292 +$26,477,488 -$9,938,931 +$16,538,557 DFAU, BND, VTI, DFAI, DFCF 13F-HR 15 Jan 2026, 17:21
Q3 2025 85 $290,475,500 +$16,210,367 -$6,043,207 +$10,167,160 BND, DFAU, DFAI, VTI, DFCF 13F-HR 28 Oct 2025, 12:59
Q2 2025 82 $268,589,825 +$10,218,065 -$2,303,458 +$7,914,607 BND, DFAU, DFAI, VTI, DFCF 13F-HR 14 Aug 2025, 15:46
Q1 2025 81 $248,176,042 +$30,370 -$14,807,681,513 -$14,807,651,143 BND, DFAU, DFAI, VTI, DFCF 13F-HR 08 May 2025, 10:24
Q4 2024 313 $15,352,597,916 +$15,115,224,809 -$5,154,130 +$15,110,070,679 BND, DFAU, DFAI, VTI, LLY 13F-HR 07 Feb 2025, 17:32
Q3 2024 83 $243,775,310 +$8,093,917 -$2,187,622 +$5,906,295 BND, DFAU, DFAI, VTI, LLY 13F-HR 07 Nov 2024, 12:08
Q2 2024 71 $227,265,919 +$60,603,547 -$45,684,522 +$14,919,025 BND, DFAU, DFAI, VTI, LLY 13F-HR 14 Aug 2024, 10:37
Q1 2024 65 $192,082,734 +$1,598,132 -$54,931 +$1,543,201 BOND, DFAU, DFAI, VTI, DFCF 13F-HR 08 May 2024, 18:04
Q4 2023 64 $198,142,739 +$8,294,597 -$6,070,702 +$2,223,895 BOND, DFAU, DFAI, VTI, DFCF 13F-HR 13 Feb 2024, 14:47
Q3 2023 60 $178,483,299 +$11,081,683 -$2,859,279 +$8,222,404 BOND, DFAU, DFAI, VTI, LLY 13F-HR 08 Nov 2023, 16:55
Q2 2023 58 $175,361,013 +$5,292,590 -$1,355,378 +$3,937,212 BOND, DFAU, VTI, DFAI, LLY 13F-HR 10 Aug 2023, 12:39
Q1 2023 52 $164,069,255 +$31,911,228 -$7,365,882 +$24,545,346 BOND, DFAU, DFAI, VTI, DFCF 13F-HR 09 May 2023, 10:13
Q4 2022 43 $129,851,134 +$113,400,488 -$84,459 +$113,316,029 BOND, DFAU, VTI, DFAI, VTIP 13F-HR 14 Feb 2023, 09:26
Q3 2022 20 $17,327,000 $0 $0 $0 SHY, FREL, BOND, DFAU, EES 13F-HR 09 Nov 2022, 14:55