Essential Planning, LLC.

Comprehensive Analysis of SEC 13F Filing: Essential Planning, LLC (CIK: 0001949824)

1. Portfolio Overview

Essential Planning, LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 114.3%, rising from $146.34M to $313.56M during the quarter ending December 31, 2025. This dramatic increase suggests substantial net capital inflows rather than mere market appreciation, as the broad market would have needed to double ...