Essential Investment Partners LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing lists the firm's principal executive office in Englewood, Colorado, and identifies Kelly Sumner as the Chief Compliance Officer responsible for the report.
The report details a portfolio of 456 individual equity securities. The largest position disclosed in the filing is Amazon.com Inc., with 17,684 shares. Microsoft Corporation is the second-largest holding, with 10,022 shares. Other significant positions include NVIDIA Corporation with 15,093 shares, Alphabet Inc. Class C stock with 6,627 shares, and Bristol-Myers Squibb Co. with 4,175 shares.
The filing also lists several exchange-traded funds (ETFs) within the portfolio, including the iShares Core S&P 500 ETF, the Vanguard S&P 500 ETF Trust, and the iShares Core High Dividend ETF. Additionally, the report includes positions in various industrial, energy, and healthcare companies, such as Caterpillar Inc., Kinder Morgan Inc., and Merck & Co. Inc.
