RCS Financial Planning, LLC

CIK 0001963347 · ANNAPOLIS, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

RCS Financial Planning, LLC reported 102 positions worth $211.2M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: DFAC (14.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$211.2M
2026 Q2
Positions
102
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.2%
Est. Net Flow (Q)
2026 Q2
10 / 102 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFACDIMENSIONAL ETF TRUSTSH$31.0M14.67%698,638
2DFCFDIMENSIONAL ETF TRUSTSH$17.5M8.27%413,979
3FBNDFIDELITY MERRIMACK STR TRSH$17.0M8.03%371,465
4DFSVDIMENSIONAL ETF TRUSTSH$11.7M5.54%301,701
5DFICDIMENSIONAL ETF TRUSTSH$11.4M5.42%306,958
6DUHPDIMENSIONAL ETF TRUSTSH$11.1M5.26%266,126
7DFSDDIMENSIONAL ETF TRUSTSH$7.7M3.63%160,545
8DFEMDIMENSIONAL ETF TRUSTSH$6.3M2.99%155,509
9FLDRFIDELITY MERRIMACK STR TRSH$6.3M2.98%125,130
10CRWDCROWDSTRIKE HLDGS INCSH$5.0M2.39%6,608

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

Frequently Asked Questions

What stocks does RCS Financial Planning, LLC hold as of Q2 2026?

RCS Financial Planning, LLC reported 102 positions worth $211.2M in its Q2 2026 13F filing. Largest positions: DFAC (14.7%), DFCF (8.3%), FBND (8.0%), DFSV (5.5%) and DFIC (5.4%).

What did RCS Financial Planning, LLC buy in Q2 2026?

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

What did RCS Financial Planning, 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.