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CIK: 0001963347
Total reported value
$184.7M
$184.7M
92 檔
45.1%
According to the latest 13F quarterly dataset, RCS Financial Planning, LLC managed an equity portfolio of $184.7M at the end of Q3 2025, spanning 92 distinct U.S. exchange-listed positions.
In Q3 2025, RCS Financial Planning, LLC displayed an active expansion posture, initiating 20 new positions and adding to 39 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.70% | +5.08% | -3.73% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 7.62% | -3.78% | +0.74% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.37% | -4.85% | +5.12% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 4.75% | +0.03% | -4.80% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.45% | -5.26% | EXIT | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.36% | -5.54% | EXIT | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.59% | +0.22% | +3.20% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 3.33% | -1.48% | -4.25% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.60% | +0.02% | -4.16% | |
| 10 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 2.50% | -0.66% | +12.11% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.39% | +1.01% | +2.23% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.15% | -0.87% | -1.76% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.10% | +0.04% | +31.05% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.10% | -0.32% | +0.87% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.82% | +0.05% | +3.85% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.81% | +0.04% | -5.46% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.74% | +0.03% | +46.73% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.73% | +1.31% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.54% | -0.54% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.60% | -0.27% | +9.69% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.51% | +0.01% | +15.46% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.37% | -0.16% | +26.76% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.30% | -0.73% | -1.03% | |
| 24 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.15% | +0.02% | -1.03% | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.90% | -0.01% | +55.16% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.88% | -0.06% | +0.99% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.87% | -0.20% | +11.93% | |
| 28 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.76% | +0.02% | +10.28% | |
| 29 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.72% | -0.86% | EXIT | |
| 30 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.66% | -0.04% | +135.54% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.64% | -0.20% | +1.00% | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.62% | -0.22% | +22.29% | |
| 33 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.62% | — | -0.01% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.58% | +0.83% | +5.45% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.53% | — | +72.84% | |
| 36 | MBB | Ishares Mbs ETF | ETF-Other | 0.53% | — | +17.80% | |
| 37 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.52% | +0.17% | +39.76% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.51% | -0.24% | EXIT | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.47% | -0.15% | EXIT | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.06% | +1.20% | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.46% | -0.01% | -7.43% | |
| 42 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.42% | +0.12% | +158.28% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.42% | -0.04% | -1.56% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.41% | +0.08% | -3.78% | |
| 45 | DISV | Dimensional International Sm | ETF-Other | 0.41% | -0.06% | -3.38% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.40% | — | -53.20% | |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.39% | — | +20.52% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | +0.06% | -9.46% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.37% | +0.06% | — | |
| 50 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.35% | — | — |
According to official SEC Form 13F filings, RCS Financial Planning, LLC reported a total U.S. public equity portfolio value of $184.7M across 92 disclosed positions in Q3 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFCF, FBND) accounted for 45.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
CRWD
市值: $3.9M
Top Position Liquidated / Trimmed
EMXC
前期市值: $1.0M
During Q3 2025, RCS Financial Planning, LLC's top holdings by market value included DFAC (12.7%)、DFCF (7.6%)、FBND (7.4%). The largest single position, DFAC, represented 12.7% of total portfolio value.
In Q3 2025, RCS Financial Planning, LLC made 95 total portfolio adjustments, initiating 20 new buys, adding to 39 positions, trimming 32 holdings, and fully liquidating 4 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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