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: 0001963347
Total reported value
$184.7M
$184.7M
102 檔
47.9%
At the close of Q2 2026, RCS Financial Planning, LLC disclosed equity holdings valued at approximately $184.7M, spread across 102 reported holdings.
RCS Financial Planning, LLC executed strategic sector rebalancing during Q2 2026, establishing 7 new positions while fully exiting 3 holdings and trimming 50 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 14.67% | +5.08% | +2.29% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 8.27% | -3.78% | +0.42% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 8.03% | -4.85% | +0.92% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.54% | -5.54% | EXIT | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 5.42% | +0.03% | +1.02% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.26% | -5.26% | EXIT | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 3.63% | -1.48% | -1.21% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.99% | +1.01% | -4.00% | |
| 9 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 2.98% | -0.66% | +1.81% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.39% | +1.31% | -15.67% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.27% | -0.87% | +1.00% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.91% | -0.27% | +494.51% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.89% | +0.22% | +19.26% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.83% | +0.54% | +1.87% | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.46% | -0.73% | -0.28% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.31% | -0.20% | +0.06% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.24% | +0.02% | -0.36% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.17% | +0.83% | -1.24% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.04% | -0.06% | -5.74% | |
| 20 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.86% | -0.86% | EXIT | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.80% | +0.17% | -3.58% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.73% | +0.02% | +19.38% | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 0.68% | -0.22% | +1.92% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.68% | -0.20% | +12.36% | |
| 25 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.64% | +0.09% | +7.76% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.63% | -0.32% | -19.10% | |
| 27 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.60% | +0.12% | -3.23% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.05% | -2.88% | |
| 29 | FSEC | Fidelity Invest Grd Secur | ETF-Other | 0.56% | -0.56% | EXIT | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.56% | +0.04% | -4.38% | |
| 31 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.50% | -0.01% | -5.10% | |
| 32 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.49% | +0.12% | +7.21% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | -0.15% | -1.59% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.48% | -0.23% | +0.03% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.06% | -8.14% | |
| 36 | FIVA | Fidelity Intl Val Fact ETF | ETF-Other | 0.47% | -0.47% | EXIT | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | +0.06% | -1.58% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.47% | +0.01% | -10.51% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.45% | +0.08% | — | |
| 40 | DISV | Dimensional International Sm | ETF-Other | 0.45% | -0.06% | -3.00% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.44% | +0.06% | -0.33% | |
| 42 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.43% | +0.03% | -1.55% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.43% | -0.16% | -14.08% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.42% | +0.04% | -26.30% | |
| 45 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 0.42% | -0.42% | EXIT | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.41% | — | +0.19% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.39% | -0.04% | +2.07% | |
| 48 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.37% | -0.37% | EXIT | |
| 49 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.36% | -0.36% | EXIT | |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.36% | +0.10% | -4.89% |
According to official SEC Form 13F filings, RCS Financial Planning, LLC reported a total U.S. public equity portfolio value of $184.7M across 102 disclosed positions in Q2 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 47.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
TOPT
市值: $648.0K
Top Position Liquidated / Trimmed
SPMO
前期市值: $583.3K
During Q2 2026, RCS Financial Planning, LLC's top holdings by market value included DFAC (14.7%)、DFCF (8.3%)、FBND (8.0%). The largest single position, DFAC, represented 14.7% of total portfolio value.
In Q2 2026, RCS Financial Planning, LLC made 99 total portfolio adjustments, initiating 7 new buys, adding to 39 positions, trimming 50 holdings, and fully liquidating 3 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.