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Manager record

Essential Partners LLC

Rancho Santa Fe, CA · CIK 2136442 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$217.03MReported 13F valueQ2 2026 · as filed
2,853Holdings listed
-27.0%vs prior quartervalue change includes market moves
5Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $250.5M$250.5MQ2 20252,273 holdingsQ3 2025: $303.2M$303.2MQ3 20252,668 holdingsQ4 2025: $324.8M$324.8MQ4 20252,772 holdingsQ1 2026: $297.2M$297.2MQ1 20262,848 holdingsQ2 2026: $217.0M$217.0MQ2 20262,853 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$217.03M · 2,853 holdings listed · View original SEC filing ↗
May 21 2026 13F-HR · period Q2 2025

$250.46M · 2,273 holdings listed · View original SEC filing ↗
May 21 2026 13F-HR · period Q3 2025

$303.16M · 2,668 holdings listed · View original SEC filing ↗
May 21 2026 13F-HR · period Q4 2025

$324.77M · 2,772 holdings listed · View original SEC filing ↗
May 21 2026 13F-HR · period Q1 2026

$297.15M · 2,848 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology