13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001599579
Total reported value
$4.1B
$4.1B
361 檔
28.6%
The Q1 2025 SEC filing reveals that Plancorp, LLC held a total portfolio value of $4.1B, covering 361 public equity positions.
In Q1 2025, Plancorp, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFUS, DFUV) accounted for 28.6% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 361 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.82% | -3.36% | +0.72% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.30% | -0.54% | -1.63% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.34% | -3.55% | -0.71% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.48% | +0.11% | +16.68% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 4.55% | -0.66% | +7.05% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.28% | -0.58% | -0.45% | |
| 7 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 3.66% | — | +5.15% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.32% | -0.22% | -1.47% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 3.26% | -1.27% | -0.70% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.23% | -0.12% | +11.20% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 2.35% | -0.32% | -1.19% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.93% | -0.09% | +1.62% | |
| 13 | EMR | Emerson Electric Co | Stock-Industrials | 1.46% | -0.21% | +2.83% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.15% | +0.70% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.21% | +0.04% | +0.11% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.14% | -0.19% | -1.50% | |
| 17 | BUSE | First Busey CORP | Stock-Other | 1.11% | — | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.06% | — | +4.71% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | -0.05% | +12.21% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | -0.05% | -9.06% | |
| 21 | DFAI | Dimensional International Co | ETF-Other | 0.62% | +0.07% | +0.16% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.03% | +6.97% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.55% | -0.06% | +57.51% | |
| 24 | DFIC | Dimensional International Co | ETF-Other | 0.50% | -0.17% | — | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.49% | -0.09% | +1.97% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.48% | -0.05% | -0.58% | |
| 27 | PLD | Prologis Inc | Stock-Real Estate | 0.46% | +0.25% | +2.12% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.45% | -0.02% | +2.46% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.03% | +1.88% | |
| 30 | IVLU | Ishares Msci International V | ETF-Other | 0.41% | -0.05% | -1.92% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-Other | 0.40% | -0.04% | +533.90% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.04% | +178.78% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.38% | -0.02% | -10.28% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.06% | +3.94% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | -0.02% | +1270.52% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.31% | -0.04% | -1.06% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.02% | +443.95% | |
| 38 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.29% | -0.17% | -6.18% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | -0.03% | +24.71% | |
| 40 | HMY | Harmony Gold Mng-spon Adr | Stock-Other | 0.27% | -0.05% | — | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.27% | +0.01% | -2.09% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.02% | +7.08% | |
| 43 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.26% | -0.03% | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.26% | — | +11.19% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.04% | +1.66% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | +0.01% | -4.10% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | — | +1.19% | |
| 48 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.23% | -0.03% | — | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.02% | +7.23% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.07% | +12.35% |
According to official SEC Form 13F filings, Plancorp, LLC reported a total U.S. public equity portfolio value of $4.1B across 361 disclosed positions in Q1 2025.
During Q1 2025, Plancorp, LLC's top holdings by market value included DFAC (13.8%)、DFUS (11.3%)、DFUV (10.3%). The largest single position, DFAC, represented 13.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
DFAC
市值: $348.7M
In Q1 2025, Plancorp, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.