Essential Partners LLC: 13F holdings
CIK 21364422026Q2
| Positions | 2,853 |
|---|---|
| Reported value | $217.0m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PHYS Sprott Gold Convert to Physical | 435,188 | $13.1m | 6.0% |
| VGSH Vanguard Short-Term USTS | 85,791 | $5.0m | 2.3% |
| IVV iShares S&P 500 | 6,368 | $4.8m | 2.2% |
| EWU Schwab Fundamental Int'l Broad | 84,832 | $4.5m | 2.1% |
| Schwab Fundamental U.S. Broad | 136,205 | $4.1m | 1.9% |
| SGOV iShares 0-3 Month T-Bills ETF | 28,700 | $2.9m | 1.3% |
| IEMG iShares Core MSCI Emerging Markets | 34,708 | $2.9m | 1.3% |
| EMXC iShares MSCI Emerging Markets Ex-China | 28,044 | $2.9m | 1.3% |
| NVDA NVIDIA CORPORATION COM | 11,977 | $2.4m | 1.1% |
| AAPL APPLE INC COM | 7,865 | $2.3m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2136442")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.