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Home > Institutional Investor > Essential Partners Llc > Profile

Instuitional Investor - Essential Partners Llc

Fund Profile
Filing Period:
Fund Name: Essential Partners Llc
Portfolio Value $219,209,103
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sprott Physical Gold Trust
 PHYS 468,199 $14,640,583 6.68%
2.
Ishares Trust
 IEF 6,681 $5,116,958 2.33%
3.
Schwab Strategic Trust
 SCHD 90,709 $4,875,597 2.22%
4.
Vanguard Scottsdale Funds
 VCIT 83,745 $4,820,367 2.2%
5.
Schwab Strategic Trust
 SCHD 137,808 $4,218,307 1.92%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.