Rcs Financial Planning, LLC Portfolio Holdings

Rcs Financial Planning, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 83 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 $27.7B, Dimensional ETF Tr Core Fxd In with a value of $16.9B, Fidelity Merrimack Str Tr Tota with a value of $15.7B, Dimensional ETF Tr Dimensional with a value of $10.7B, and Dimensional ETF Tr Dimensional with a value of $9.26B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $189B to 201B.

Rcs Financial Planning, LLC is based out at Annapolis, MD

Below you can find more details about Rcs Financial Planning, LLC portfolio as well as his latest detailed transactions.