RCS Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, RCS Financial Planning, LLC held in its portfolio 89 assets valued at $232,004,509 (i.e. $232.01M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($27.97M), DIMENSIONAL ETF TRUST ($17.17M), and FIDELITY MERRIMACK STR TR ($16.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 89 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RCS Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 706410 | 27966778 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 403359 | 17166965 | CORE FIXED INCOM |
| FIDELITY MERRIMACK STR TR | 353764 | 16381694 | TOTAL BD ETF |
| DIMENSIONAL ETF TRUST | 311456 | 10732757 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 266588 | 10138330 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 293376 | 9649143 | US SMALL CAP VAL |
| ISHARES TR | 12140 | 8315240 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 159098 | 7628756 | SHORT DURATION F |
| FIDELITY MERRIMACK STR TR | 121192 | 6111579 | LOW DURTIN ETF |
| ISHARES TR | 124165 | 5778617 | CORE UNIVRSL USD |
| DIMENSIONAL ETF TRUST | 164686 | 5447823 | EMERGING MKTS CO |
| BLACKROCK ETF TRUST | 86670 | 5270395 | ISHARES US EQUIT |
| ISHARES TR | 24695 | 5237061 | S&P 500 VAL ETF |
| VANGUARD MUN BD FDS | 98298 | 4943425 | TAX EXEMPT BD |
| ISHARES TR | 35922 | 4427714 | S&P 500 GRWT ETF |
| ISHARES TR | 12564 | 4309117 | S&P 100 ETF |
| ISHARES INC | 60191 | 4046062 | CORE MSCI EMKT |
| APPLE INC | 14837 | 4033489 | COM |
| ISHARES TR | 56235 | 4015766 | EAFE VALUE ETF |
| VANGUARD INDEX FDS | 7766 | 3788649 | GROWTH ETF |
| CROWDSTRIKE HLDGS INC | 7974 | 3737892 | CL A |
| ISHARES TR | 16558 | 3288821 | MSCI USA QLT FCT |
| AMERICAN CENTY ETF TR | 32826 | 3084704 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 52499 | 2456959 | US CORE EQT MKT |
| VANGUARD TAX-MANAGED FDS | 36184 | 2260442 | VAN FTSE DEV MKT |
| ISHARES TR | 21038 | 2138889 | 10-20 YR TRS ETF |
| VANGUARD INDEX FDS | 10889 | 2079707 | VALUE ETF |
| ISHARES TR | 20826 | 1926424 | ESG AWR MSCI USA |
| BLACKROCK ETF TRUST | 48530 | 1871321 | ISHARES US THEMA |
| BLACKROCK ETF TRUST | 50893 | 1694744 | ISHARES A I INNO |
| ISHARES TR | 15488 | 1658904 | NATIONAL MUN ETF |
| ISHARES TR | 6484 | 1623073 | MSCI USA MMENTM |
| DIMENSIONAL ETF TRUST | 68909 | 1578106 | US REAL ESTATE E |
| ISHARES TR | 13093 | 1397066 | SHRT NAT MUN ETF |
| ISHARES GOLD TR | 16797 | 1363412 | ISHARES NEW |
| BLACKROCK ETF TRUST | 17911 | 1327042 | ISHARES US CARBO |
| VANGUARD BD INDEX FDS | 16470 | 1297976 | SHORT TRM BOND |
| ISHARES TR | 13610 | 1295921 | MBS ETF |
| MARSH & MCLENNAN COS INC | 6703 | 1243541 | COM |
| ISHARES TR | 52487 | 1227393 | ESG AWRE USD ETF |
| ISHARES TR | 23819 | 1191205 | CORE INTL AGGR |
| VANGUARD INDEX FDS | 2984 | 1000610 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 25752 | 978592 | INTL SMALL CAP V |
| VANGUARD INTL EQUITY INDEX F | 17863 | 960295 | FTSE EMR MKT ETF |
| BLACKROCK ETF TRUST II | 18162 | 958393 | ISHARES FLEXIBLE |
| VANGUARD INDEX FDS | 3027 | 952949 | LARGE CAP ETF |
| DIMENSIONAL ETF TRUST | 28210 | 918795 | EMGR CRE EQT MNG |
| ISHARES TR | 4253 | 913077 | US AER DEF ETF |
| SCHWAB STRATEGIC TR | 38421 | 897899 | US AGGREGATE B |
| ISHARES TR | 18121 | 867090 | ESG AWR US AGRGT |
| ISHARES TR | 9552 | 854503 | CORE MSCI EAFE |
| ISHARES TR | 6939 | 790512 | EAFE GRWTH ETF |
| ISHARES TR | 6118 | 788182 | ESG MSCI KLD 400 |
| VANGUARD CHARLOTTE FDS | 15851 | 765922 | TOTAL INT BD ETF |
| AMERICAN CENTY ETF TR | 7376 | 752253 | US SML CP VALU |
| VANGUARD WELLINGTON FD | 6990 | 709999 | SHORT TRM TAX EX |
| DIMENSIONAL ETF TRUST | 9290 | 684023 | US CORE EQUITY 1 |
| ISHARES TR | 3414 | 681707 | U.S. TECH ETF |
| INVESCO QQQ TR | 1097 | 673975 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 27676 | 665338 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 16359 | 623426 | INTL CORE EQT MK |
| ISHARES TR | 6342 | 603061 | ESG AW MSCI EAFE |
| SCHWAB STRATEGIC TR | 16190 | 528118 | US LCAP GR ETF |
| DIMENSIONAL ETF TRUST | 9730 | 527772 | GLOBAL CR ETF |
| ISHARES TR | 8851 | 509641 | ESG MSCI USA ETF |
| DIMENSIONAL ETF TRUST | 15758 | 499010 | INTL HIGH PROFIT |
| VANGUARD INDEX FDS | 1922 | 495771 | SMALL CP ETF |
| CSX CORP | 13190 | 478138 | COM |
| DIMENSIONAL ETF TRUST | 13912 | 475930 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 9543 | 459686 | NATL MUN BD ETF |
| VANGUARD SCOTTSDALE FDS | 8853 | 416785 | MTG-BKD SECS ETF |
| ISHARES TR | 2724 | 405095 | CORE S&P TTL STK |
| MICROSOFT CORP | 788 | 381239 | COM |
| DIMENSIONAL ETF TRUST | 11706 | 377516 | EMERGING MKTS HI |
| VANGUARD WORLD FD | 496 | 374038 | INF TECH ETF |
| PROCTER AND GAMBLE CO | 2551 | 365584 | COM |
| DIMENSIONAL ETF TRUST | 9590 | 323564 | EMERGING MKTS VA |
| SELECT SECTOR SPDR TR | 2154 | 310111 | STATE STREET TEC |
| AMERICAN CENTY ETF TR | 2683 | 299907 | US EQT ETF |
| ISHARES TR | 7857 | 298959 | MSCI INTL VLU FT |
| VANGUARD BD INDEX FDS | 3682 | 286787 | INTERMED TERM |
| VANGUARD BD INDEX FDS | 4031 | 280238 | LONG TERM BOND |
| SCHWAB STRATEGIC TR | 10679 | 265907 | 1 5YR CORP BD |
| SPDR INDEX SHS FDS | 5563 | 260404 | PORTFOLIO EMG MK |
| VANGUARD STAR FDS | 3350 | 252691 | VG TL INTL STK F |
| ISHARES TR | 2895 | 252353 | 20 YR TR BD ETF |
| VANGUARD INDEX FDS | 1189 | 251740 | SM CP VAL ETF |
| NVIDIA CORPORATION | 1273 | 237467 | COM |
| CONSTELLATION ENERGY CORP | 613 | 216555 | COM |
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