StockDriftsStockDriftsTop 50 RCS Financial Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 14.67% | 698.6K | $31.0M | +2.29%(+15.64K) | $26.99(+70.62%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.27% | 414.0K | $17.5M | +0.42%(+1.75K) | $41.47(-0.08%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.03% | 371.5K | $17.0M | +0.92%(+3.37K) | $45.75(-1.93%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.54% | 301.7K | $11.7M | +1.89%(+5.61K) | $25.50(+59.42%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.42% | 307.0K | $11.4M | +1.02%(+3.11K) | $23.36(+68.30%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.26% | 266.1K | $11.1M | +2.85%(+7.39K) | $26.33(+61.67%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.63% | 160.5K | $7.7M | -1.21%(-1.97K) | $46.31(+2.49%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.99% | 155.5K | $6.3M | -4.00%(-6.48K) | $26.58(+52.02%) | 2026-06-30 | |
| FLDR | FIDELITY MERRIMACK STR TR | 2.98% | 125.1K | $6.3M | +1.81%(+2.23K) | $50.09(-0.01%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 2.39% | 6.6K | $5.0M | -15.67%(-1.23K) | $499.85(-56.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.52% | +34.99% | — | — | +44.11% |
| Top 20 Holdings Unweighted | +11.67% | +39.26% | — | — | +50.11% |
RCS Financial Planning, LLC reports $211.20M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (14.7%), DFCF (8.3%) and FBND (8.0%). The top 20 holdings account for 74.16% of reported assets. Its disclosed equity book has returned +34.99% 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 RCS Financial Planning, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963347). View RCS Financial Planning, LLC’s 13F filings on SEC