Teresa Douberly

Essential Partners Llc

Assets Managed

$297.151M

Holdings

2848

Last Quarter

2026 - Q1

Filed Date

14d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Essential Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2848 positions.

Assets under management

The assets under management (AUM) of Essential Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 297.151M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
PHYS Sprott Physical Gold Trust Recent Activity New Position	5.01%	$14.88M 419,852 shares@ $35.45 avg price	New Position
FIX Comfort Systems Usa Inc Recent Activity New Position	1.61%	$4.781M 3,467 shares@ $1378.99 avg price	New Position
NVDA Nvidia Corp Recent Activity New Position	1.27%	$3.763M 21,578 shares@ $174.41 avg price	New Position
FNDF Schwab Fndmn Intl Lrg Co Etf Recent Activity New Position	1.25%	$3.698M 75,579 shares@ $48.94 avg price	New Position
IVV Ishares Core S&p 500 Etf Recent Activity New Position	1.18%	$3.495M 5,350 shares@ $653.19 avg price	New Position
FNDB Schwab Fndmntl Us Brd Mr Etf Recent Activity New Position	1.17%	$3.454M 126,975 shares@ $27.21 avg price	New Position
VGSH Vanguard Short-term Treasury Recent Activity New Position	1.12%	$3.299M 56,356 shares@ $58.54 avg price	New Position
GM General Motors Co Recent Activity New Position	1.09%	$3.229M 43,346 shares@ $74.5 avg price	New Position
GE General Electric Recent Activity New Position	1.07%	$3.178M 11,199 shares@ $283.78 avg price	New Position
MRK Merck & Co. Inc. Recent Activity New Position	1.05%	$3.117M 25,912 shares@ $120.29 avg price	New Position

1-10 of 2848