RCS Financial Planning, LLC
All 13F Filings
- Location
- Annapolis, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 232,005
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 139.9 K | 60.3% | 0 | 124 | -124 |
| ETFs | 84.72 K | 36.5% | 6.494 K | 0 | 6.494 K |
| Debt | 1.578 K | 0.7% | 0 | 95 | -95 |
| Other | 5.779 K | 2.5% | 0 | 81 | -81 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
232,005
Holdings
90
QoQ value change ($000)
6,191
(2.7%)
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.