StockDriftsStockDriftsTop 50 Plancorp, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 10.78% | 1.19M | $441.8M | +6.69%(+74.96K) | $274.37(+39.24%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 8.85% | 4.43M | $362.5M | -0.69%(-30.93K) | $47.10(+79.65%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.54% | 7.89M | $349.9M | -23.70%(-2.45M) | $27.15(+69.42%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.08% | 3.77M | $208.3M | +2.76%(+101.12K) | $35.86(+61.57%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.67% | 1.55M | $191.5M | +5.15%(+75.69K) | $83.70(+52.30%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.35% | 3.24M | $178.4M | -41.68%(-2.32M) | $31.60(+81.49%) | 2026-06-30 | |
| LRGF | ISHARES TR | 3.87% | 2.09M | $158.7M | +5.64%(+111.63K) | $47.64(+65.54%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.55% | 3.90M | $145.5M | +11.52%(+403.12K) | $31.74(+23.56%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.45% | 3.90M | $141.5M | -0.98%(-38.50K) | $25.78(+46.86%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.46% | 1.25M | $100.6M | -1.86%(-23.58K) | $58.21(+43.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.40% | +61.83% | +9.53% | +57.65% |
| Top 20 Holdings Unweighted | +17.56% | +62.46% | +9.44% | +57.02% |
Plancorp, LLC reports $4.10B in US-listed equity holdings across 425 positions in its most recent 13F filing. Its largest disclosed positions are VTI (10.8%), DFUS (8.8%) and DFAC (8.5%). The top 20 holdings account for 67.32% of reported assets. Its disclosed equity book has returned +61.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Plancorp, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599579). View Plancorp, LLC’s 13F filings on SEC