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CIK: 0001599579
Total reported value
$4.1B
$4.1B
378 檔
39.1%
In Q1 2026, Plancorp, LLC's U.S. equity holdings reached a combined market value of $4.1B, distributed across 378 disclosed stock positions.
In Q1 2026, Plancorp, LLC displayed an active expansion posture, initiating 28 new positions and adding to 79 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VTI, DFUS) accounted for 39.1% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 378 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.90% | -3.36% | -0.89% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.67% | +0.11% | +8.77% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 9.39% | -0.54% | -1.04% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.90% | -3.55% | -2.82% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 5.74% | -0.66% | +2.61% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.79% | -0.12% | +8.02% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.03% | -0.58% | -1.35% | |
| 8 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 3.87% | — | +6.18% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 3.72% | -0.17% | +13.10% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.68% | -0.22% | -2.77% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.56% | -1.27% | -3.14% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 2.20% | -0.32% | -0.22% | |
| 13 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.74% | -0.09% | +1.14% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | +0.15% | +3.53% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.15% | -0.03% | +14.11% | |
| 16 | EMR | Emerson Electric Co | Stock-Industrials | 1.11% | -0.21% | -7.24% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.06% | +0.04% | +0.47% | |
| 18 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 1.06% | -0.77% | -1.62% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.98% | -0.19% | -0.10% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.88% | — | +1.54% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | -0.05% | +2.95% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 0.70% | +0.07% | +0.11% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.68% | -0.06% | +17.60% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.55% | -0.05% | -1.20% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.53% | -0.09% | +0.00% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.49% | -0.05% | +0.21% | |
| 27 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.38% | +0.05% | +32.42% | |
| 28 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.38% | -0.17% | -10.95% | |
| 29 | IVLU | Ishares Msci International V | ETF-Other | 0.38% | -0.05% | +0.20% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.36% | -0.02% | +3.58% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.03% | -3.13% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | -0.04% | +2.10% | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.34% | -0.03% | -0.88% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.33% | -0.04% | -0.22% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.33% | -0.04% | -0.80% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.03% | -0.24% | |
| 37 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.30% | -0.02% | -0.92% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | -0.03% | +4.52% | |
| 39 | B | Barrick Mining CORP | Stock-Materials | 0.29% | -0.09% | -8.60% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.02% | +8.56% | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.28% | +0.01% | +8.15% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | — | +0.33% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.06% | -0.03% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.24% | — | +5.95% | |
| 45 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.24% | — | +0.43% | |
| 46 | HMY | Harmony Gold Mng-spon Adr | Stock-Other | 0.22% | -0.05% | -2.84% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | -0.02% | +0.07% | |
| 48 | CDE | Coeur Mining Inc | Stock-Materials | 0.21% | -0.07% | +0.06% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.07% | +0.42% | |
| 50 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.19% | -0.03% | — |
According to official SEC Form 13F filings, Plancorp, LLC reported a total U.S. public equity portfolio value of $4.1B across 378 disclosed positions in Q1 2026.
During Q1 2026, Plancorp, LLC's top holdings by market value included DFAC (11.9%)、VTI (10.7%)、DFUS (9.4%). The largest single position, DFAC, represented 11.9% of total portfolio value.
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Top New Position Initiated
NEM
市值: $472.5K
Top Position Liquidated / Trimmed
LYB
前期市值: $440.1K
In Q1 2026, Plancorp, LLC made 186 total portfolio adjustments, initiating 28 new buys, adding to 79 positions, trimming 61 holdings, and fully liquidating 18 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.
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