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CIK: 0001963347
Total reported value
$211.2M
$211.2M
98 檔
38.8%
According to the latest 13F quarterly dataset, RCS Financial Planning, LLC managed an equity portfolio of $211.2M at the end of Q1 2026, spanning 98 distinct U.S. exchange-listed positions.
In Q1 2026, RCS Financial Planning, LLC adopted a defensive or profit-taking posture, trimming 54 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.77% | +0.90% | -3.31% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.03% | -0.76% | +2.20% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 8.75% | -0.71% | +4.05% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 5.60% | -0.18% | -2.44% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.38% | +0.16% | +0.93% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.93% | +0.33% | -2.94% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 4.04% | -0.41% | +2.15% | |
| 8 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 3.20% | -0.22% | +1.41% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.90% | +0.09% | -1.64% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.43% | -0.16% | -4.33% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.78% | +0.13% | +1.34% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.73% | +0.10% | -11.51% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.59% | +0.80% | -1.73% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.55% | -0.09% | -8.73% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.37% | -63.14% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.29% | +0.02% | +16.66% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.28% | -0.11% | +50.54% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.19% | +0.05% | -3.46% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.09% | -0.05% | -9.54% | |
| 20 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.84% | +0.02% | -0.71% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.78% | +0.02% | -1.18% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.75% | -0.12% | -54.40% | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 0.73% | -0.05% | +1.47% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.67% | +0.01% | -0.05% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.67% | +0.06% | -77.56% | |
| 26 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.65% | -0.01% | +3.07% | |
| 27 | FSEC | Fidelity Invest Grd Secur | ETF-Other | 0.62% | -0.06% | — | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.61% | -0.19% | -71.82% | |
| 29 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.59% | +0.01% | -8.81% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.55% | +0.01% | -79.05% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.05% | -74.67% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | -0.06% | -80.34% | |
| 33 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.51% | -0.02% | +13.30% | |
| 34 | DISV | Dimensional International Sm | ETF-Other | 0.50% | -0.05% | -5.91% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | -0.01% | -0.84% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | — | +37.23% | |
| 37 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.48% | +0.02% | -2.14% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | -0.01% | -4.84% | |
| 39 | FDEV | Fidelity Intl Multifact ETF | ETF-Other | 0.48% | -0.12% | — | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.46% | -0.03% | -79.00% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | +0.03% | +85.31% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.45% | -0.01% | +0.06% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.43% | +0.02% | -8.13% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.42% | +0.01% | — | |
| 45 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 0.42% | — | — | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.42% | -0.03% | -10.31% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.40% | +0.01% | +1.02% | |
| 48 | FCOR | Fidelity Corporate Bond ETF | ETF-Corp Bonds | 0.39% | -0.04% | — | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.38% | -0.03% | -3.01% | |
| 50 | FIVA | Fidelity Intl Val Fact ETF | ETF-Other | 0.37% | +0.10% | — |
According to official SEC Form 13F filings, RCS Financial Planning, LLC reported a total U.S. public equity portfolio value of $211.2M across 98 disclosed positions in Q1 2026.
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 38.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
FSEC
市值: $1.2M
Top Position Liquidated / Trimmed
IAU
前期市值: $1.4M
During Q1 2026, RCS Financial Planning, LLC's top holdings by market value included DFAC (13.8%)、DFCF (9.0%)、FBND (8.8%). The largest single position, DFAC, represented 13.8% of total portfolio value.
In Q1 2026, RCS Financial Planning, LLC made 109 total portfolio adjustments, initiating 21 new buys, adding to 21 positions, trimming 54 holdings, and fully liquidating 13 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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