Plancorp, LLC Portfolio Holdings
Plancorp, LLC
- $3.11 Billion
- Q3 2025
Plancorp, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.11 Billion distributed in 379 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 $409M, Dimensional ETF Tr U S Equity with a value of $331M, Vanguard Total Stock Market Et with a value of $307M, Dimensional ETF Tr Us Marketwi with a value of $261M, and Dimensional ETF Tr with a value of $156M.
Examining the 13F form we can see an increase of $254M in the current position value, from $2.85B to 3.11B.
Below you can find more details about Plancorp, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.11 Billion
ETFs: $2.56 Billion
Technology: $85.9 Million
Financial Services: $79.4 Million
Industrials: $62.9 Million
Basic Materials: $46.2 Million
Healthcare: $37.8 Million
Consumer Cyclical: $25.5 Million
Consumer Defensive: $25.3 Million
Other: $48.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 379
- Current Value $3.11 Billion
- Prior Value $2.85 Billion
- Filing
- Period Q3 2025
- Filing Date October 15, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 28 stocks
- Additional Purchases 87 stocks
- Sold out of 0 stocks
- Reduced holdings in 201 stocks