Essential Partners LLC

DOSSIER · 13F-HR · Q3 2026

Essential Partners LLC

$219M in tracked AUM across 2,852 positions as of Q3 2026.

EP

CIK 0002136442 · last filed Sep 30, 2026

Total AUM

$219M

as of Q3 2026

Holdings

2,852

—

positions

Whale Score

47

47

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Essential Partners LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

PHYS

Sprott Gold Convert to Physical

$15M468K6.7%02

IVV

iShares S&P 500

$5M7K2.3%03

FNDF

Schwab Fundamental Int'l Broad

$5M91K2.2%04

VGSH

Vanguard Short-Term USTS

$5M84K2.2%05

FNDB

Schwab Fundamental U.S. Broad

$4M138K1.9%06

NVDA

NVIDIA CORPORATION COM

$3M14K1.4%07

SGOV

iShares 0-3 Month T-Bills ETF

$3M31K1.4%08

IEMG

iShares Core MSCI Emerging Markets

$3M36K1.3%09

EMXC

iShares MSCI Emerging Markets Ex-China