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.

Portfolio value $201 Billion
ETFs: $189 Billion
Technology: $3.66 Billion
Financial Services: $1.51 Billion
Industrials: $709 Million
Consumer Defensive: $407 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $201 Billion
  • Prior Value $189 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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