13F Insight
DOSSIER · 13F-HR · Q2 2026

RCS Financial Planning, LLC

$211M in tracked AUM across 102 positions as of Q2 2026.

RF
CIK 0001963347 · last filed Jun 30, 2026
Total AUM
$211M
as of Q2 2026
Holdings
102
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

RCS Financial Planning, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$31M699K14.7%02
DFCF
DIMENSIONAL ETF TRUST
$17M414K8.3%03
FBND
FIDELITY MERRIMACK STR TR
$17M371K8.0%04
DFSV
DIMENSIONAL ETF TRUST
$12M302K5.5%05
DFIC
DIMENSIONAL ETF TRUST
$11M307K5.4%06
DUHP
DIMENSIONAL ETF TRUST
$11M266K5.3%07
DFSD
DIMENSIONAL ETF TRUST
$8M161K3.6%08
DFEM
DIMENSIONAL ETF TRUST
$6M156K3.0%09
316188408
FIDELITY MERRIMACK STR TR
$6M125K3.0%10
CRWD
CROWDSTRIKE HLDGS INC
$5M7K2.4%

Filing history

2026Q2Jun 30
$211M▲ 9.6%
102 positionsView →2026Q1Mar 31
$193M▼ 16.9%
98 positionsView →2025Q4Dec 31
$232M▲ 2.7%
90 positionsView →2025Q3Sep 30
$226M▲ 12.3%
92 positionsView →2025Q2Jun 30
$201M▲ 6.1%
83 positionsLocked2025Q1Mar 31
$189M▲ 0.8%
76 positionsLocked2024Q4Dec 31
$188M▲ 4.4%
77 positionsLocked2024Q3Sep 30
$180M▲ 6.2%
68 positionsLocked2024Q2Jun 30
$170M▲ 4.4%
69 positionsLocked2024Q1Mar 31
$162M▲ 6.3%
69 positionsLocked2023Q4Dec 31
$153M▲ 16.8%
63 positionsLocked2023Q3Sep 30
$131M▲ 8.0%
60 positionsLocked
Showing 12 of 15