account_balance
Investment manager · 13F filer · SEC CIK 2136442
Essential Partners LLC
Reported value$219Mas of Sep 30, 2026
Positions2,852 182 new, 183 sold out
Top 10 weight22.0%PHYS alone is 7%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PHYSSprott Physical Gold Trust
6.7%Added +8%
IVViShares S&P 500
2.3%Added +5%
FNDFSchwab Fundamental Int'l Broad
2.2%Added +7%
VGSHVanguard Short-Term USTS
2.2%Trimmed −2%
FNDBSchwab Fundamental U.S. Broad
1.9%
NVDANVIDIA Corp
1.4%Added +14%
SGOViShares 0-3 Month T-Bills ETF
1.4%Added +6%
IEMGiShares Core MSCI Emerging Markets
1.3%Added +3%
EMXCiShares MSCI Emerging Markets Ex-China
1.3%
AAPLApple Inc.
1.2%
XLEEnergy ETF
1.1%
GMOVGMO US Value
1.1%
PHYSSprott Physical Gold Trust
6.7%Added +8%
IVViShares S&P 500
2.3%
FNDFSchwab Fundamental Int'l Broad
2.2%
VGSHVanguard Short-Term USTS
2.2%
FNDBSchwab Fundamental U.S. Broad
1.9%
NVDANVIDIA Corp
1.4%
SGOViShares 0-3 Month T-Bills ETF
1.4%
IEMGiShares Core MSCI Emerging Markets
1.3%
EMXC1.3%
AAPL1.2%XLE1.1%
GMOV1.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PHYS Sprott Physical Gold Trust 6.7% Added +8%
IVV iShares S&P 500 2.3% Added +5%
FNDF Schwab Fundamental Int'l Broad 2.2% Added +7%
VGSH Vanguard Short-Term USTS 2.2% Trimmed −2%
FNDB Schwab Fundamental U.S. Broad 1.9% Held
NVDA NVIDIA Corp 1.4% Added +14%SGOV iShares 0-3 Month T-Bills ETF 1.4% Added +6%
IEMG iShares Core MSCI Emerging Markets 1.3% Added +3%
EMXC iShares MSCI Emerging Markets Ex-China 1.3% Held
AAPL Apple Inc. 1.2% HeldXLE Energy ETF 1.1% Added +5%
GMOV GMO US Value 1.1% Held
What changed
Biggest moves since Jun 30, 2026
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