RCS Financial Planning, LLC
All 13F Filings
- Location
- Annapolis, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 184,739
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 88 | 184,739 | 13F-HR | RCS Financial Planning, LLC |
| Q2 2026 | 7/22/2026 | 102 | 211,200 | 13F-HR | RCS Financial Planning, LLC |
| Q1 2026 | 4/21/2026 | 98 | 192,772 | 13F-HR | RCS Financial Planning, LLC |
| Q4 2025 | 1/15/2026 | 90 | 232,005 | 13F-HR | RCS Financial Planning, LLC |
| Q3 2025 | 11/5/2025 | 92 | 225,814 | 13F-HR | RCS Financial Planning, LLC |
| Q2 2025 | 7/28/2025 | 83 | 201,078 | 13F-HR | RCS Financial Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.05 K | 7.6% | 564 | 0 | 564 |
| ETFs | 169.6 K | 91.8% | 0 | 25.16 K | -25.16 K |
| Debt | 1.087 K | 0.6% | 0 | 1.862 K | -1.862 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
184,739
Holdings
88
QoQ value change ($000)
-26,461
(-12.5%)
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.