Rcs Financial Planning, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Rcs Financial Planning, Llc disclosed 91 stock positions valued at approximately $211.20M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and FIDELITY MERRIMACK STR TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 91
- Portfolio Value
- $211.20M
Holdings by Sector
Rcs Financial Planning, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 14.67% | 698,638 | +15,641 | +2.29% | $30,991,566 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 8.27% | 413,979 | +1,751 | +0.42% | $17,474,053 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 8.03% | 371,465 | +3,370 | +0.92% | $16,960,677 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 5.54% | 301,701 | +5,609 | +1.89% | $11,702,967 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 5.42% | 306,958 | +3,108 | +1.02% | $11,437,268 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 5.26% | 266,126 | +7,386 | +2.85% | $11,105,426 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 3.63% | 160,545 | -1,970 | -1.21% | $7,666,011 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 2.99% | 155,509 | -6,484 | -4.00% | $6,319,890 |
| FIDELITY MERRIMACK STR TR | FLDR | Other | 2.98% | 125,130 | +2,225 | +1.81% | $6,289,376 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 2.39% | 6,608 | -1,228 | -15.67% | $5,042,829 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.27% | 94,979 | +939 | +1.00% | $4,804,015 |
| VANGUARD INDEX FDS | VUG | Other | 1.91% | 46,788 | +38,918 | +494.51% | $4,030,322 |
| ISHARES TR | IVV | Other | 1.89% | 5,337 | +862 | +19.26% | $3,996,576 |
| APPLE INC | AAPL | Technology | 1.83% | 13,374 | +245 | +1.87% | $3,869,798 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.46% | 29,877 | -83 | -0.28% | $3,078,830 |
| VANGUARD INDEX FDS | VTV | Other | 1.31% | 12,711 | +8 | +0.06% | $2,770,101 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 1.24% | 50,501 | -182 | -0.36% | $2,610,385 |
| ISHARES TR | MUB | Other | 1.17% | 23,025 | -290 | -1.24% | $2,477,983 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.04% | 30,855 | -1,878 | -5.74% | $2,198,444 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.86% | 69,786 | +1,368 | +2.00% | $1,825,609 |
| ISHARES TR | ESGU | Other | 0.80% | 10,260 | -381 | -3.58% | $1,679,199 |
| ISHARES TR | IUSB | Other | 0.73% | 33,269 | +5,401 | +19.38% | $1,535,377 |
| ISHARES TR | SUB | Other | 0.68% | 13,541 | +255 | +1.92% | $1,441,753 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.68% | 18,496 | +2,035 | +12.36% | $1,441,003 |
| ISHARES TR | SUSC | Other | 0.64% | 58,299 | +4,200 | +7.76% | $1,349,703 |
| ISHARES TR | QUAL | Other | 0.63% | 6,108 | -1,442 | -19.10% | $1,340,212 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.60% | 15,806 | -527 | -3.23% | $1,267,009 |
| ISHARES TR | IVW | Other | 0.58% | 8,837 | -262 | -2.88% | $1,215,353 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.56% | 17,362 | -795 | -4.38% | $1,180,819 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.50% | 26,199 | -1,408 | -5.10% | $1,053,466 |
Showing 30 of 91 holdings in the latest reporting period.