Essential Partners LLC

DOSSIER · 13F-HR · Q2 2026

Essential Partners LLC

$217M in tracked AUM across 2,853 positions as of Q2 2026.

EP

CIK 0002136442 · last filed Jun 30, 2026

Total AUM

$217M

as of Q2 2026

Holdings

2,853

—

positions

Whale Score

47

47

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Essential Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

PHYS

Sprott Gold Convert to Physical

$13M435K6.0%02

VGSH

Vanguard Short-Term USTS

$5M86K2.3%03

IVV

iShares S&P 500

$5M6K2.2%04

FNDF

Schwab Fundamental Int'l Broad

$4M85K2.1%05

FNDB

Schwab Fundamental U.S. Broad

$4M136K1.9%06

SGOV

iShares 0-3 Month T-Bills ETF

$3M29K1.3%07

IEMG

iShares Core MSCI Emerging Markets

$3M35K1.3%08

EMXC

iShares MSCI Emerging Markets Ex-China