ESSENTIAL PLANNING, LLC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HYPR | 42K | $45.79K |
 | T | 10K | $300.16K |
 | WMT | 9K | $1.08M |
 | AAPL | 7K | $1.75M |
 | MSFT | 5K | $1.85M |
 | GOOGL | 4K | $1.06M |
 | LLY | 3K | $2.61M |
 | BRK-B | 3K | $1.33M |
 | WFC | 3K | $206.67K |
 | AMZN | 2K | $419.27K |
 | ANET | 2K | $245.56K |
 | NVDA | 2K | $317.24K |
 | RTX | 2K | $348.05K |
 | HON | 2K | $399.62K |
 | WDAY | 2K | $227.23K |
 | XOM | 2K | $272.81K |
 | JPM | 1K | $411.53K |
 | LRCX | 1K | $217.93K |
 | TT | 738 | $307.55K |
 | IDXX | 559 | $314.10K |
Hyperfine, Inc.
HYPR
Shares Held
42K
Value
$45.79K
AT&T Inc.
T
Shares Held
10K
Value
$300.16K
Walmart Inc.
WMT
Shares Held
9K
Value
$1.08M
Apple Inc.
AAPL
Shares Held
7K
Value
$1.75M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.85M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.06M
Eli Lilly and Company
LLY
Shares Held
3K
Value
$2.61M
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.33M
Wells Fargo & Company
WFC
Shares Held
3K
Value
$206.67K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$419.27K
Arista Networks, Inc.
ANET
Shares Held
2K
Value
$245.56K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$317.24K
RTX Corporation
RTX
Shares Held
2K
Value
$348.05K
Honeywell International Inc.
HON
Shares Held
2K
Value
$399.62K
Workday, Inc.
WDAY
Shares Held
2K
Value
$227.23K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$272.81K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$411.53K
Lam Research Corporation
LRCX
Shares Held
1K
Value
$217.93K
Trane Technologies plc
TT
Shares Held
738
Value
$307.55K
IDEXX Laboratories, Inc.
IDXX
Shares Held
559
Value
$314.10K