Plancorp, LLC

CIK 0001599579 · SAINT LOUIS, MO · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Plancorp, LLC reported 425 positions worth $4.10B as of June 30, 2026 (13F filed July 14, 2026). Largest holding: VTI (10.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.10B
2026 Q2
Positions
425
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.1%
Est. Net Flow (Q)
2026 Q2
10 / 425 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$441.8M10.78%1,194,717
2DFALDIMENSIONAL ETF TRUSTSH$365.7M8.92%7,263,717
3DFUSDIMENSIONAL ETF TRUSTSH$362.5M8.85%4,426,858
4DFACDIMENSIONAL ETF TRUSTSH$349.9M8.54%7,886,805
5DFIVDIMENSIONAL ETF TRUSTSH$208.3M5.08%3,765,351
6AVUVAMERICAN CENTY ETF TRSH$191.5M4.67%1,545,016
7DFUVDIMENSIONAL ETF TRUSTSH$178.4M4.35%3,242,114
8LRGFISHARES TRSH$158.7M3.87%2,091,989
9DFICDIMENSIONAL ETF TRUSTSH$145.5M3.55%3,901,958
10DFAXDIMENSIONAL ETF TRUSTSH$141.5M3.45%3,903,563

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Plancorp, LLC hold as of Q2 2026?

Plancorp, LLC reported 425 positions worth $4.10B in its Q2 2026 13F filing. Largest positions: VTI (10.8%), DFAL (8.9%), DFUS (8.8%), DFAC (8.5%) and DFIV (5.1%).

What did Plancorp, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Plancorp, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.