§ 13F · FUND PROFILE
RCS Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $226M (13F)Positions · 92Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 683K | $27M | 13.8% | −3% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 412K | $17M | 9.0% | +2% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 368K | $17M | 8.7% | +4% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 304K | $11M | 5.6% | −2% |
| 5 | DFSV | DIMENSIONAL ETF TRUST | 296K | $10M | 5.4% | +1% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 259K | $10M | 4.9% | −3% |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 163K | $8M | 4.0% | +2% |
| 8 | FLDR | FIDELITY MERRIMACK STR TR | 123K | $6M | 3.2% | +1% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 162K | $6M | 2.9% | −2% |
| 10 | VTEB | VANGUARD MUN BD FDS | 94K | $5M | 2.4% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RCS SIGNAL
AC read
RCS Financial Planning, LLC is a Other fund managing $226 million in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed