§ 13F · FUND PROFILE
RCS Financial Planning, LLC.
AUM · $211M (13F)Positions · 102Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 699K | $31M | 14.7% | +2% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 414K | $17M | 8.3% | ±0% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 371K | $17M | 8.0% | +1% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 302K | $12M | 5.5% | +2% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 307K | $11M | 5.4% | +1% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 266K | $11M | 5.3% | +3% |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 161K | $8M | 3.6% | −1% |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 156K | $6M | 3.0% | −4% |
| 9 | FLDR | FIDELITY MERRIMACK STR TR | 125K | $6M | 3.0% | +2% |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | 7K | $5M | 2.4% | −16% |
§ 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 $211 million in assets. The fund runs a portfolio of 102 positions.
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