RCS Financial Planning, LLC

Q3 2026 13F-HR Holdings

Location
Annapolis, MD
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$184,739
Net value change ($000)
-26,461 (-12.5%)
New positions
13
Sold out positions
25
Turnover %
39.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEI 11,043 NEW
SCHR 5,994 NEW
TIP 5,974 NEW
DFAC 5,498 17.7%
DXIV 4,443 NEW
SCHI 4,052 NEW
SCHP 3,056 1520.4%
SCHO 2,003 NEW
DFA INVT DIMENSIONS GROUP IN 1,949 NEW
CRWD 1,786 35.4%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -11,703 -100.0%
DUHP -11,105 -100.0%
FBND -11,087 -65.4%
DFCF -9,185 -52.6%
DFSD -3,694 -48.2%
VTEB -2,214 -46.1%
FLDR -2,006 -31.9%
DFAR -1,826 -100.0%
AVDV -1,738 -56.4%
DFIC -1,375 -12.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type