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Plancorp, LLC - Portfolio Stock Holdings

Plancorp, LLC disclosed 441 stock positions in a recent SEC 13F filing. $3,741,504,030 of stock holdings were filed, with the largest holdings including VTI, DFUS, and DFAC. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $9,942,372,723 and has 97 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

441

Est. Stock Holding Value:

$3,741,504,030

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Plancorp, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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