RCS Financial Planning, LLC - Portfolio Stock Holdings

RCS Financial Planning, LLC disclosed 114 stock positions in a recent SEC 13F filing. $182,752,301 of stock holdings were filed, with the largest holdings including DFAC, IEI, and DFIC. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $280,955,416 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.