Essential Partners LLC

SEC CIK
0002136442

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 10, 2026.SEC

Positions
2,853
+5 vs. Q1 2026
Total value
$217.03M
−$80.12M (−27.0%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Essential Partners LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
PHYSSPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR435,188$13.13M6.05%+15,336+3.7%AddedView
VANGUARD SCOTTSDALE FDS92206C102SHORT TERM TREAS85,791$4.99M2.30%+29,435+52.2%Added–
ISHARES CORE S&P 500 ETF464287200ETF6,368$4.77M2.20%+1,018+19.0%Added–
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755ETF84,832$4.48M2.06%+9,253+12.2%Added–
SCHWAB STRATEGIC TR808524789FUNDAMENTAL US B136,205$4.15M1.91%+9,230+7.3%Added–
ISHARES TR46436E7180-3 MTH TREASURY28,700$2.89M1.33%+2,764+10.7%Added–
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF34,708$2.88M1.32%+4,588+15.2%Added–
ISHARES INC46434G764MSCI EMRG CHN28,044$2.87M1.32%+4,111+17.2%Added–
NVDANVIDIA CORPORATION COMStock11,977$2.4M1.10%−9,601−44.5%ReducedView
AAPLAPPLE INC COMStock7,865$2.28M1.05%+831+11.8%AddedView
GMO ETF TRUST90139K605GMO US VALUE73,344$2.18M1.01%+13,106+21.8%Added–
MUMICRON TECHNOLOGY INC COMStock1,878$2.17M1.00%−834−30.8%ReducedView
FIXCOMFORT SYS USA INCCOM1,077$2.13M0.98%−2,390−68.9%ReducedView
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF36,908$1.96M0.90%+2,966+8.7%Added–
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF62,565$1.73M0.80%+11,795+23.2%Added–
MSFTMICROSOFT CORP COMStock4,478$1.67M0.77%−811−15.3%ReducedView
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W853ETF53,461$1.62M0.75%+4,894+10.1%Added–
VANGUARD MALVERN FDS922020805STRM INFPROIDX30,156$1.51M0.70%−261−0.9%Reduced–
DIREXION SHS ETF TR25460E307AUSPCE CMD STG46,267$1.51M0.69%+5,733+14.1%Added–
SCHWAB U.S. SMALL-CAP ETF808524607ETF41,525$1.5M0.69%+7,134+20.7%Added–
GMO ETF TRUST90139K407GMO INTL VALUE39,075$1.46M0.67%00.0%Unchanged–
JBHTHUNT J B TRANS SVCS INCCOM4,845$1.4M0.65%−374−7.2%ReducedView
WDCWESTERN DIGITAL CORPCOM2,055$1.31M0.60%−920−30.9%ReducedView
AMZNAMAZON COM INC COMStock5,437$1.3M0.60%−1,998−26.9%ReducedView
MRKMERCK & CO INC COMStock10,044$1.29M0.59%−15,868−61.2%ReducedView
SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854ETF51,782$1.28M0.59%+4,672+9.9%Added–
INTCINTEL CORP COMStock8,051$1.12M0.52%−29,506−78.6%ReducedView
EIXEDISON INTL COMStock14,951$1.11M0.51%−12,431−45.4%ReducedView
CBCHUBB LIMITED COMStock3,190$1.09M0.50%−154−4.6%ReducedView
WISDOMTREE TR97717W851JAPN HEDGE EQT6,077$1.05M0.49%+1,383+29.5%Added–
BMYBRISTOL-MYERS SQUIBB CO COMStock17,545$1.01M0.47%−953−5.2%ReducedView
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718ETF6,541$1.01M0.47%+1,222+23.0%Added–
CNCCENTENE CORP DEL COMStock15,531$996.94K0.46%−24,467−61.2%ReducedView
LRCXLAM RESEARCH CORP COM NEWStock2,296$994.93K0.46%+31+1.4%AddedView
AVGOBROADCOM INC COMStock2,622$990.46K0.46%−4,874−65.0%ReducedView
TERTERADYNE INC COMStock2,025$979.78K0.45%−7,757−79.3%ReducedView
WMTWALMART INC COMStock8,646$979.22K0.45%−796−8.4%ReducedView
GEVGE VERNOVA INC COMStock829$974.13K0.45%−2,546−75.4%ReducedView
LITMAN GREGORY FDS TR53700T827IMGP DBI MAN ETF30,571$935.77K0.43%+6,369+26.3%Added–
PCGPG&E CORP COMStock54,607$918.49K0.42%−26,124−32.4%ReducedView
FDXFEDEX CORP COMStock2,824$884.28K0.41%−1,627−36.6%ReducedView
SPDR SERIES TRUST78464A664ST LON TREAS ETF33,650$882.64K0.41%+5,381+19.0%Added–
ABNBAIRBNB INC COM CL AStock5,954$852.02K0.39%−2,246−27.4%ReducedView
FTITECHNIPFMC PLCCOM12,060$799.58K0.37%−31,813−72.5%ReducedView
PSXPHILLIPS 66 COMStock4,643$784.9K0.36%+772+19.9%AddedView
PNCPNC FINL SVCS GROUP INC COMStock3,119$767.96K0.35%−9,652−75.6%ReducedView
SCHWAB US TIPS ETF808524870ETF28,862$764.83K0.35%−2,115−6.8%Reduced–
GMGENERAL MTRS COCOM9,908$763.71K0.35%−33,438−77.1%ReducedView
ILMNILLUMINA INCCOM4,192$737.08K0.34%−8,824−67.8%ReducedView
AMERICAN BEACON SELECT FUNDS02368W309AHL TREND ETF ADDED25,254$729.95K0.34%+7,508+42.3%Added–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock1,423$712.06K0.33%+109+8.3%AddedView
SNDKSANDISK CORPCOM311$707.13K0.33%−530−63.0%ReducedView
INCYINCYTE CORPCOM6,122$693.99K0.32%−22,552−78.6%ReducedView
GOOGLALPHABET INC CAP STK CL AStock1,910$682.48K0.31%+185+10.7%AddedView
TJXTJX COS INC NEW COMStock4,435$671.9K0.31%+301+7.3%AddedView
VRTVERTIV HOLDINGS COCOM CL A1,986$664.95K0.31%−5,253−72.6%ReducedView
GEGE AEROSPACE COM NEWStock1,767$660.45K0.30%−9,432−84.2%ReducedView
JNJJOHNSON & JOHNSON COMStock2,596$659.31K0.30%−4,461−63.2%ReducedView
GOOGALPHABET INC CAP STK CL CStock1,824$644.47K0.30%+142+8.4%AddedView
APHAMPHENOL CORP NEWCL A3,607$635.99K0.29%−11,378−75.9%ReducedView
FCXFREEPORT MCMORAN INC CL BStock10,038$631.29K0.29%−6,429−39.0%ReducedView
PEPPEPSICO INC COMStock4,547$615.66K0.28%−3,451−43.1%ReducedView
VANGUARD MORNINGSTAR VALUE ETF922908744ETF2,811$612.53K0.28%+5+0.2%Added–
NTRANATERA INCCOM2,199$596.92K0.28%−2,902−56.9%ReducedView
CCITIGROUP INC COM NEWStock4,217$590.21K0.27%−18,313−81.3%ReducedView
SCHWAB U.S. MID-CAP ETF808524508ETF15,683$578.24K0.27%+35+0.2%Added–
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF3,559$562.44K0.26%+8+0.2%Added–
TEAMATLASSIAN CORPORATIONCL A6,985$543.36K0.25%+4,380+168.1%AddedView
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF2,164$525.72K0.24%+431+24.9%Added–
MOHMOLINA HEALTHCARE INCCOM2,285$522.58K0.24%+160+7.5%AddedView
CRSCARPENTER TECHNOLOGY CORPCOM832$513.21K0.24%+454+120.1%AddedView
COLUMBIA ETF TR II19762B202EM CORE EX ETF9,618$508.6K0.23%00.0%Unchanged–
BWABORGWARNER INCCOM7,561$502.05K0.23%−1,708−18.4%ReducedView
JCIJOHNSON CTLS INTL PLC SHSStock3,425$500.43K0.23%−8,819−72.0%ReducedView
DGDOLLAR GEN CORP NEWCOM4,290$493.82K0.23%−2,723−38.8%ReducedView
AONAON PLCCL A1,481$491.23K0.23%+710+92.1%AddedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS508$490.22K0.23%+172+51.2%AddedView
VANGUARD TOTAL WORLD STOCK ETF922042742ETF3,069$481.64K0.22%+701+29.6%Added–
UPSUNITED PARCEL SVCS INC CL BStock4,417$474.8K0.22%−292−6.2%ReducedView
CIENCIENA CORPCOM NEW962$471.92K0.22%−200−17.2%ReducedView
VRSNVERISIGN INCCOM1,864$468.91K0.22%−809−30.3%ReducedView
MLIMUELLER INDS INCCOM3,778$464.43K0.21%−29−0.8%ReducedView
TSLATESLA INC COMStock1,104$464.34K0.21%+240+27.8%AddedView
DKNGDRAFTKINGS INC NEW COM CL AStock18,349$463.5K0.21%+8,619+88.6%AddedView
EQIXEQUINIX INCCOM442$460.74K0.21%+121+37.7%AddedView
GLWCORNING INCCOM1,762$450.07K0.21%−11,734−86.9%ReducedView
VANGUARD S&P 500 ETF922908363ETF654$449.41K0.21%00.0%Unchanged–
LLYELI LILLY & CO COMStock371$444.99K0.21%+78+26.6%AddedView
REGNREGENERON PHARMACEUTICALSCOM713$444.58K0.20%−22−3.0%ReducedView
NNNNNN REIT INC COMREIT9,518$442.87K0.20%+4,488+89.2%AddedView
WISDOMTREE TR97717W521JAPAN OPPOR FD7,641$440.59K0.20%+9+0.1%Added–
EXPEEXPEDIA GROUP INC COM NEWStock1,716$439.09K0.20%−6,097−78.0%ReducedView
TOLTOLL BROTHERS INCCOM2,655$437.41K0.20%−1,730−39.5%ReducedView
VIKVIKING HOLDINGS LTDORD SHS4,173$436.79K0.20%+1,608+62.7%AddedView
CFGCITIZENS FINL GROUP INCCOM6,215$435.49K0.20%−20,560−76.8%ReducedView
METAMETA PLATFORMS INC CL AStock772$434.86K0.20%+111+16.8%AddedView
INVESCO NASDAQ 100 ETF46138G649ETF1,422$430.76K0.20%00.0%Unchanged–
NYTNEW YORK TIMES CO MTN BECL A6,141$429.75K0.20%−2,874−31.9%ReducedView
ARWARROW ELECTRS INCCOM2,012$429.38K0.20%−2,358−54.0%ReducedView
AMDADVANCED MICRO DEVICES INC COMStock729$423.48K0.20%+128+21.3%AddedView

Sold out since Q1 2026 (153)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 153 by value.

Essential Partners LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
ISHARES TR464288646ISHS 1-5YR INVS15,283$803.27K0.27%
SPYSTATE STREET SPDR S&P 500 ETFETF1,216$790.81K0.27%
ISHARES TR464288638ISHS 5-10YR INVT14,720$783.4K0.26%
DDDUPONT DE NEMOURS INCCOM9,161$419.58K0.14%
COTERRA ENERGY INC COM127097103Stock9,062$318.45K0.11%
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF2,500$248.18K0.08%
HONHoneywell TechnologiesCOM1,070$241.87K0.08%
MASIMO CORP574795100COM1,183$210.42K0.07%
XOMEXXON MOBIL CORPCOM1,193$202.43K0.07%
ISHARES TR46435U853BROAD USD HIGH4,254$156.72K0.05%
CCLCARNIVAL CORPUNIT 99/99/99995,493$142.16K0.05%
ISHARES TR464288372GLB INFRASTR ETF1,127$75.51K0.03%
FLUSHING FINL CORP343873105COM4,579$70.33K0.02%
TRI POINTE HOMES INC87265H109COM1,486$69.44K0.02%
ISHARES SELECT DIVIDEND ETF464287168ETF455$68.89K0.02%
AIR LEASE CORP00912X302CL A995$64.62K0.02%
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTETF100$61.68K0.02%
DIAMOND HILL INVT GROUP INC25264R207COM NEW356$61.27K0.02%
FLEXSHARES TR33939L407MORNSTAR UPSTR1,100$60.68K0.02%
ENHABIT INC29332G102COM3,641$51.3K0.02%
NKENIKE INC CL BStock966$51.02K0.02%
SPDR SERIES TRUST78468R556SP O&G EXPL PRO240$43.64K0.01%
FRANKS INTL N VN33462107COM2,433$42.36K0.01%
VANECK ETF TRUST92189H607OIL SERVICES ETF90$36.38K0.01%
HERITAGE COMM CORP426927109COM2,801$34.96K0.01%
ALITALIGHT INCCOM CL A57,333$33.41K0.01%
OLLIOLLIES BARGAIN OUTLET HLDGS COMStock328$30.19K0.01%
ONESTREAM INC68278B107CL A1,233$29.59K0.01%
EPAMEPAM SYS INCCOM196$26.54K0.01%
UDEMY INC902685106COM5,439$25.13K0.01%
SLDBSOLID BIOSCIENCES INCCOM3,030$21.82K0.01%
MISTER CAR WASH INC60646V105COM3,077$21.45K0.01%
EUROPEAN WAX CTR INC29882P106CLASS A COM3,451$19.95K0.01%
ANGEL OAK FUNDS TRUST03463K752OAK ULTRASHORT372$19K0.01%
FLEXSHARES TR33939L886ULTR SHO INC FD246$18.55K0.01%
ATRAPTARGROUP INC COMStock144$18.15K0.01%
TYLTYLER TECHNOLOGIES INCCOM51$17.46K0.01%
FFAIFARADAY FUTURE INTLGT ELEC ICOM NEW CL A61,583$16.92K0.01%
AGNTEXP WORLD HLDGS INCCOM2,758$16.52K0.01%
CLEARWATER ANALYTICS HLDGS I185123106CL A617$14.59K0.00%
SPIRSPIRE GLOBAL INCCOM CL A1,116$14.04K0.00%
CLPTCLEARPOINT NEURO INCCOM1,468$13.36K0.00%
LOPEGRAND CANYON ED INCCOM71$12.07K0.00%
MQMARQETA INCCLASS A COM2,861$11.67K0.00%
SHOPSHOPIFY INC CL A SUB VTG SHSStock97$11.51K0.00%
AMICUS THERAPEUTICS INC03152W109COM793$11.47K0.00%
TPGTPG INCCOM CL A266$10.78K0.00%
SVCSERVICE PPTYS TRCOM SH BEN INT7,871$10.67K0.00%
MACK CALI RLTY CORP554489104COM559$10.55K0.00%
INGRINGREDION INCCOM91$10.25K0.00%
SUN CTRY AIRLS HLDGS INC866683105COM611$10.09K0.00%
IHGINTERCONTINENTAL HOTELS GROUSPONSORED ADS75$10.01K0.00%
DAY ONE BIOPHARMACEUTICALS INC COM23954D109Stock431$9.24K0.00%
MVISMICROVISION INC DELCOM NEW14,164$9.08K0.00%
VNTVONTIER CORPORATION COMStock254$9.01K0.00%
MGNIMAGNITE INCCOM696$8.27K0.00%
FIGRFIGURE TECHNOLOGY SOLUTIO COM CL AStock210$7.13K0.00%
QUREUNIQURE NVSHS419$6.85K0.00%
SEALED AIR CORP NEW81211K100COM162$6.81K0.00%
FIRST FNDTN INC32026V104COM1,127$6.65K0.00%
ON24 INC68339B104COM815$6.6K0.00%
JANUS DETROIT STR TR47103U845HENDRSON AAA CL124$6.26K0.00%
SNBRQSLEEP NUMBER CORPCOM3,372$6.05K0.00%
PCB BANCORP COM740163100Common Stock240$5.4K0.00%
ISHARES TR464288273EAFE SML CP ETF64$5.02K0.00%
ELMEELME COMMUNITIESSH BEN INT2,339$4.7K0.00%
CRMTAMERICAS CAR-MART INCCOM369$4.7K0.00%
MIDDMIDDLEBY CORPCOM35$4.64K0.00%
ESABESAB CORPORATIONCOM46$4.45K0.00%
UNITUNITI GROUP INCCOM456$4.28K0.00%
CSG SYS INTL INC126349109COM53$4.24K0.00%
DLBDOLBY LABORATORIES INCCOM CL A62$3.72K0.00%
PHGKONINKLIJKE PHILIPS N VNY REGIS SHS NEW122$3.34K0.00%
SWK HLDGS CORP78501P203COM NEW194$3.3K0.00%
NCLHNORWEGIAN CRUISE LINE HLDGSSHS164$3.07K0.00%
GTESGATES INDL CORP PLCORD SHS134$3.03K0.00%
LINKBANCORP INC53578P105COMMON STOCK338$2.82K0.00%
APELLIS PHARMACEUTICALS INC03753U106COM69$2.78K0.00%
WORWORTHINGTON ENTERPRISES INCCOM53$2.76K0.00%
TRUPTRUPANION INCCOM107$2.74K0.00%
APAMARTISAN PARTNERS ASSET MGMTCL A75$2.73K0.00%
Meridian Bank587405101COM139$2.64K0.00%
MAPSWM TECHNOLOGY INCCOM3,763$2.48K0.00%
BLUE FOUNDRY BANCORP09549B104COM184$2.44K0.00%
SUNOPTA INC8676EP108COM373$2.42K0.00%
ERIIENERGY RECOVERY INCCOM226$2.28K0.00%
OPCHOPTION CARE HEALTH INCCOM NEW84$2.26K0.00%
SPDR INDEX SHS FDS78463X541ST STR NAT ETF29$2.17K0.00%
DSGXDESCARTES SYS GROUP INCCOM30$2.15K0.00%
ELFE L F BEAUTY INCCOM33$2K0.00%
CWENCLEARWAY ENERGY INCCL A51$2K0.00%
SIMPLIFY EXCHANGE TRADED FUN82889N855SIMPLIFY INTERST43$1.99K0.00%
LAKELAKELAND INDS INCCOM210$1.72K0.00%
SMRTSMARTRENT INCCOM CL A1,138$1.71K0.00%
OABIOMNIAB INCCOM1,060$1.66K0.00%
DMRCDIGIMARC CORP NEWCOM280$1.38K0.00%
OPFIOPPFI INCCOM CL A175$1.35K0.00%
WISDOMTREE TR97717Y634INTERNATIONL EFI28$1.23K0.00%
BANK FIRST CORPORATION COM05676F108Stock9$1.22K0.00%
WVEWAVE LIFE SCIENCES LTDSHS166$1.2K0.00%

13F filings by quarter

Essential Partners LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 10, 20262,853$217.03Mvs. Q1 2026SEC
Q1 2026May 21, 20262,848$297.15Mvs. Q4 2025SEC
Q4 2025May 21, 20262,772$324.77Mvs. Q3 2025SEC
Q3 2025May 21, 20262,668$303.16Mvs. Q2 2025SEC
Q2 2025May 21, 20262,273$250.46M–SEC