RCS Financial Planning, LLC
CIK: 0001963347Latest portfolio: $232.0M · Q4 2025
Holdings
90
Total Value
$232.0M
New Positions
90
Closed Positions
0
Top Holdings
View All 90 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 706,410 | $28.0M | 12.05% | NEW | |
| 2 | DFCFDIMENSIONAL ETF TRUST | 403,359 | $17.2M | 7.40% | NEW | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 353,764 | $16.4M | 7.06% | NEW | |
| 4 | DFICDIMENSIONAL ETF TRUST | 311,456 | $10.7M | 4.63% | NEW | |
| 5 | DUHPDIMENSIONAL ETF TRUST | 266,588 | $10.1M | 4.37% | NEW | |
| 6 | DFSVDIMENSIONAL ETF TRUST | 293,376 | $9.6M | 4.16% | NEW | |
| 7 | IVVISHARES TR | 12,140 | $8.3M | 3.58% | NEW | |
| 8 | DFSDDIMENSIONAL ETF TRUST | 159,098 | $7.6M | 3.29% | NEW | |
| 9 | FLDRFIDELITY MERRIMACK STR TR | 121,192 | $6.1M | 2.63% | NEW | |
| 10 | IUSBISHARES TR | 124,165 | $5.8M | 2.49% | NEW | |
| 11 | DFEMDIMENSIONAL ETF TRUST | 164,686 | $5.4M | 2.35% | NEW | |
| 12 | DYNFBLACKROCK ETF TRUST | 86,670 | $5.3M | 2.27% | NEW | |
| 13 | IVEISHARES TR | 24,695 | $5.2M | 2.26% | NEW | |
| 14 | VTEBVANGUARD MUN BD FDS | 98,298 | $4.9M | 2.13% | NEW | |
| 15 | IVWISHARES TR | 35,922 | $4.4M | 1.91% | NEW | |
| 16 | OEFISHARES TR | 12,564 | $4.3M | 1.86% | NEW | |
| 17 | IEMGISHARES INC | 60,191 | $4.0M | 1.74% | NEW | |
| 18 | AAPLAPPLE INC | 14,837 | $4.0M | 1.74% | NEW | |
| 19 | EFVISHARES TR | 56,235 | $4.0M | 1.73% | NEW | |
| 20 | VUGVANGUARD INDEX FDS | 7,766 | $3.8M | 1.63% | NEW | |
| 21 | CRWDCROWDSTRIKE HLDGS INC | 7,974 | $3.7M | 1.61% | NEW | |
| 22 | QUALISHARES TR | 16,558 | $3.3M | 1.42% | NEW | |
| 23 | AVDVAMERICAN CENTY ETF TR | 32,826 | $3.1M | 1.33% | NEW | |
| 24 | DFAUDIMENSIONAL ETF TRUST | 52,499 | $2.5M | 1.06% | NEW | |
| 25 | VEAVANGUARD TAX-MANAGED FDS | 36,184 | $2.3M | 0.97% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.796617166163811e+271T)
Technology0.0% ($40333.7T)
Unknown0.0% ($1363.9T)
Industrials0.0% ($478K)
Consumer Defensive0.0% ($365K)
Utilities0.0% ($216K)
Filing History
Fund Information
RCS Financial Planning, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $232.0M across 90 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 12.1% of the portfolio. Compared to the previous quarter, the fund opened 90 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.