Essential Planning, LLC has filed its Schedule 13G/H report for the period ending September 30, 2026, disclosing a portfolio of 88 equity securities. The filing, signed by Manager Hunter Lord on October 21, 2026, lists the firm's primary address as 500 Market St. Unit 1D in Portsmouth, New Hampshire.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with 56 of the 88 holdings identified as ETFs. The top holdings by number of shares include Dimensional ETF Trust funds, such as the US Core Equity Market ETF (101.6 million shares) and the International Core Equity Market ETF (47.3 million shares). Other major ETF positions include Vanguard Total Bond Market ETF (64.8 million shares), Vanguard Short-Term Bond ETF (109.6 million shares), and iShares Core S&P 500 ETF (8.7 million shares).
Among individual stocks, Walmart Inc. is the largest holding with 8,738 shares. Other notable individual stock positions include Apple Inc. (6,775 shares), Microsoft Corporation (4,504 shares), Eli Lilly & Co. (187 shares), and Meta Platforms Inc. (449 shares). The filing indicates that all positions are held in a Sole capacity.
