Plancorp, LLC
All 13F Filings
- Location
- Saint Louis, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 4,098,091
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 425 | 4,098,091 | 13F-HR | Plancorp, LLC |
| Q1 2026 | 4/14/2026 | 378 | 3,516,311 | 13F-HR | Plancorp, LLC |
| Q4 2025 | 2/5/2026 | 365 | 3,307,709 | 13F-HR | Plancorp, LLC |
| Q3 2025 | 10/15/2025 | 379 | 3,187,980 | 13F-HR | Plancorp, LLC |
| Q2 2025 | 7/16/2025 | 375 | 2,887,267 | 13F-HR | Plancorp, LLC |
| Q2 2014 | 8/11/2014 | 73 | 111,277 | 13F-HR | Plancorp, LLC |
| Q1 2014 | 5/8/2014 | 124 | 147,325 | 13F-HR | Plancorp, LLC |
| Q4 2013 | 2/11/2014 | 97 | 113,998 | 13F-HR | Plancorp, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 432.7 K | 10.6% | 0 | 8.938 K | -8.938 K |
| ETFs | 3.665 M | 89.4% | 593.1 K | 0 | 593.1 K |
| Debt | 924 | 0.0% | 0 | 2.373 K | -2.373 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
4,098,091
Holdings
425
QoQ value change ($000)
581,780
(16.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.