Plancorp, LLC Portfolio Holdings
Plancorp, LLC
- $2.85 Billion
- Q2 2025
Plancorp, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.85 Billion distributed in 375 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $385M, Dimensional ETF Tr U S Equity with a value of $308M, Dimensional ETF Tr Us Marketwi with a value of $254M, Vanguard Total Stock Market Et with a value of $247M, and Dimensional ETF Tr with a value of $137M.
Examining the 13F form we can see an increase of $344M in the current position value, from $2.51B to 2.85B.
Below you can find more details about Plancorp, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.85 Billion
ETFs: $2.33 Billion
Financial Services: $79 Million
Technology: $78.3 Million
Industrials: $63.7 Million
Healthcare: $38.5 Million
Basic Materials: $33.5 Million
Consumer Defensive: $28.8 Million
Consumer Cyclical: $24.7 Million
Other: $46.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 375
- Current Value $2.85 Billion
- Prior Value $2.51 Billion
- Filing
- Period Q2 2025
- Filing Date July 15, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 31 stocks
- Additional Purchases 185 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks