Q3 2026 13F · SEC CIK 2145170
Essential Investment Partners LLC
Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $147.8M
- Reported positions
- 456
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $223.0M
Essential Investment Partners LLC is a wealth manager that reported 456 positions worth $147.8M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Apple Inc (AAPL, 4.4%), Everpure Inc (PSTG, 4.2%), Bloom Energy Corp (BE, 4.0%).
Essential Investment Partners LLC holdings largest 50 of 456 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Essential Investment Partners LLC bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- CRWD Crowdstrike Hldgs Inc+227.3% shares
- APH Amphenol Corp+155.4% shares
- ALC Alcon Inc+71.1% shares
- JAAA Janus Detroit Str Tr+54.1% shares
- KLAC Kla Corp+48.4% shares
- AVGO Broadcom Inc+43.4% shares
- HELO J P Morgan Exchange Traded F+38.3% shares
- GOOG Alphabet Inc+36.9% shares
Reduced
- JPST J P Morgan Exchange Traded F-6.8% shares
- GLD Spdr Gold Tr-6.2% shares
Left the top 50
- LMT Lockheed Martin Corpwas 0.6%
- PYLD Pimco ETF Trwas 0.6%
- PEP Pepsico Incwas 0.6%
- DHI D R Horton Incwas 0.6%
- AMAT Applied Matls Incwas 0.5%
- PLMR Palomar Hldgs Incwas 0.5%
- ACN Accenture PLC Irelandwas 0.5%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $147.8M | 456 |
| Q2 2026 | $124.5M | 312 |
| Q1 2026 | $108.0M | 301 |
Questions about Essential Investment Partners LLC's portfolio
What stocks does Essential Investment Partners LLC own?
Essential Investment Partners LLC's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 456 positions worth $147.8M. The largest are Apple Inc (AAPL) at 4.4%, Everpure Inc (PSTG) at 4.2%, Bloom Energy Corp (BE) at 4.0%, Microsoft Corp (MSFT) at 3.5% and United Rentals Inc (URI) at 3.1%.
What did Essential Investment Partners LLC buy last quarter?
In Q3 2026, Essential Investment Partners LLC added Crowdstrike Hldgs Inc (CRWD) (+227.3% shares), Amphenol Corp (APH) (+155.4% shares) and Alcon Inc (ALC) (+71.1% shares), compared with its Q2 2026 filing.
What did Essential Investment Partners LLC sell last quarter?
In Q3 2026, Essential Investment Partners LLC cut from its top 50 Lockheed Martin Corp (LMT), cut from its top 50 Pimco ETF Tr (PYLD), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 D R Horton Inc (DHI), cut from its top 50 Applied Matls Inc (AMAT), J P Morgan Exchange Traded F (JPST) (-6.8% shares) and Spdr Gold Tr (GLD) (-6.2% shares), compared with its Q2 2026 filing.
When is Essential Investment Partners LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Essential Investment Partners LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Essential Investment Partners LLC manage?
Essential Investment Partners LLC reported $223.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $147.8M.