13F Insight
DOSSIER · 13F-HR · Q1 2026

Essential Partners LLC

$297M in tracked AUM across 2,848 positions as of Q1 2026.

EP
CIK 0002136442 · last filed Mar 31, 2026
Total AUM
$297M
as of Q1 2026
Holdings
2,848
—
positions
Whale Score
36
36
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Essential Partners LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PHYS
Sprott Gold Convert to Physical
$15M420K5.0%02
FIX
COMFORT SYS USA INC COM
$5M3K1.6%03
NVDA
NVIDIA CORPORATION COM
$4M22K1.3%04
FNDF
Schwab Fundamental Int'l Broad
$4M76K1.2%05
IVV
iShares S&P 500
$3M5K1.2%06
FNDB
Schwab Fundamental U.S. Broad
$3M127K1.2%07
VGSH
Vanguard Short-Term USTS
$3M56K1.1%08
GM
GENERAL MTRS CO COM
$3M43K1.1%09
GE
GE AEROSPACE COM NEW
$3M11K1.1%10
MRK
MERCK & CO INC COM
$3M26K1.0%

Filing history

2026Q1Mar 31
$297M▼ 8.5%
2,848 positionsView →2025Q4Dec 31
$325M▲ 7.1%
2,772 positionsView →2025Q3Sep 30
$303M▲ 21.0%
2,668 positionsView →2025Q2Jun 30
$250M—
2,273 positionsLocked