Rcs Financial Planning, LLC Portfolio Holdings

Rcs Financial Planning, LLC

  • $189 Billion
  • Q1 2025

Rcs Financial Planning, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $189 Billion distributed in 76 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 $23.3B, Dimensional ETF Tr Core Fxd In with a value of $17.5B, Fidelity Merrimack Str Tr Tota with a value of $14.6B, Dimensional ETF Tr Dimensional with a value of $11.1B, and Ishares Core S&P 500 ETF with a value of $9.05B.

Examining the 13F form we can see an increase of $1.55B in the current position value, from $188B to 189B.

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 $189 Billion
ETFs: $180 Billion
Technology: $3.63 Billion
Financial Services: $1.68 Billion
Industrials: $642 Million
Consumer Defensive: $434 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.3 Billion 12.29% of portfolio
705,923
Q1 2025 Reduced 1.24%
$0
$17.5 Billion 9.26% of portfolio
417,246
Q1 2025 Added 2.65%
$0
$14.6 Billion 7.72% of portfolio
319,207
Q1 2025 Added 12.1%
$0
$11.1 Billion 5.84% of portfolio
398,154
Q1 2025 Reduced 2.39%
$0
$9.05 Billion 4.78% of portfolio
16,110
Q1 2025 Reduced 4.57%
$0
$8.78 Billion 4.64% of portfolio
184,827
Q1 2025 Added 1.46%
$0
$8.53 Billion 4.5% of portfolio
257,514
Q1 2025 Added 4.46%
$0
$8.5 Billion 4.48% of portfolio
301,834
Q1 2025 Added 2.87%
$0
$6.1 Billion 3.22% of portfolio
132,378
Q1 2025 Reduced 14.27%
$0
$5.04 Billion 2.66% of portfolio
100,126
Q1 2025 Added 3.17%
$0
$4.35 Billion 2.3% of portfolio
41,251
Q1 2025 Added 61.01%
$0
$3.76 Billion 1.98% of portfolio
22,008
Q1 2025 Added 9.8%
$0
$3.26 Billion 1.72% of portfolio
123,357
Q1 2025 Added 4.3%
$0
$3.07 Billion 1.62% of portfolio
33,114
Q1 2025 Added 4.46%
$0
$2.91 Billion 1.54% of portfolio
58,701
Q1 2025 Reduced 12.89%
$0
$2.88 Billion 1.52% of portfolio
7,754
Q1 2025 Reduced 0.41%
$0
$2.78 Billion 1.47% of portfolio
47,239
Q1 2025 Reduced 10.2%
$0
$2.51 Billion 1.32% of portfolio
35,964
Q1 2025 Added 6.63%
$0
$2.31 Billion 1.22% of portfolio
89,247
Q1 2025 Reduced 5.86%
$0
$2.22 Billion 1.17% of portfolio
57,831
Q1 2025 Reduced 5.67%
$0
$2.07 Billion 1.09% of portfolio
10,858
Q1 2025 Added 42.64%
$0
$1.89 Billion 1.0% of portfolio
10,923
Q1 2025 Reduced 1.27%
$0
$1.9 Billion 1.0% of portfolio
80,019
Q1 2025 Added 1.19%
$0
$1.85 Billion 0.98% of portfolio
6,837
Q1 2025 Added 73.62%
$0
$1.77 Billion 0.93% of portfolio
34,729
Q1 2025 Reduced 0.83%
$0
$1.74 Billion 0.92% of portfolio
17,373
Q1 2025 Reduced 34.81%
$0
$1.39 Billion 0.74% of portfolio
17,802
Q1 2025 Added 0.38%
$0
$1.19 Billion 0.63% of portfolio
4,315
Q1 2025 Reduced 24.52%
$0
$1.19 Billion 0.63% of portfolio
40,899
Q1 2025 Reduced 5.67%
$0
$1.15 Billion 0.61% of portfolio
8,206
Q1 2025 Added 5.57%
$0
$1.13 Billion 0.59% of portfolio
20,871
Q1 2025 Added 95.64%
$0
$1.02 Billion 0.54% of portfolio
18,598
Q1 2025 Reduced 22.78%
$0
$1.03 Billion 0.54% of portfolio
9,891
Q1 2025 Added 341.37%
$0
$964 Million 0.51% of portfolio
10,279
Q1 2025 Reduced 18.61%
$0
$900 Million 0.47% of portfolio
38,852
Q1 2025 Added 37.62%
$0
$817 Million 0.43% of portfolio
3,180
Q1 2025 Added 14.35%
$0
$748 Million 0.39% of portfolio
6,135
Q1 2025 Reduced 22.25%
$52.9B
$725 Million 0.38% of portfolio
12,295
Q1 2025 Added 128.79%
$0
$712 Million 0.38% of portfolio
9,412
Q1 2025 Reduced 0.1%
$0
$707 Million 0.37% of portfolio
6,691
Q1 2025 Reduced 18.54%
$0
$697 Million 0.37% of portfolio
3,448
Q1 2025 Added 3.61%
$0
$688 Million 0.36% of portfolio
7,451
Q1 2025 New
$0
$678 Million 0.36% of portfolio
25,178
Q1 2025 Reduced 9.06%
$0
$526 Million 0.28% of portfolio
10,778
Q1 2025 Reduced 10.04%
$0
$526 Million 0.28% of portfolio
6,038
Q1 2025 Reduced 0.12%
$0
$512 Million 0.27% of portfolio
1,092
Q4 2024 Added 2.82%
$0
$502 Million 0.26% of portfolio
16,069
Q1 2025 Added 15.25%
$0
$484 Million 0.26% of portfolio
19,172
Q1 2025 Reduced 0.52%
$0
$502 Million 0.26% of portfolio
11,094
Q1 2025 Added 5.3%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $189 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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