RCS Financial Planning, LLC
•CIK: 1963347•Filing: Q4 2025
**RCS Financial Planning, LLC** manages $232M across a diversified portfolio of 90 positions. The fund exhibits significant concentration in fixed-income and credit instruments, highlighted by top holdings including DFAC at $28.0M and DFCF at $17.2M. Further allocations are notable in FBND ($16.4M) and DFIC ($10.7M), suggesting a focused, credit-oriented investment mandate. This structure indicates a tactical approach emphasizing yield and capital preservation within the fixed-income landscape.
Total AUM
$232.0M
QoQ Performance
+2.7%
Positions
30
Top 10 Concentration
51.7%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFCF
FBND
DFAC12.1%
DFCF7.4%
FBND7.1%
DFIC4.6%
DUHP4.4%
DFSV4.2%
IVV3.6%
DFSD3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.4%
ETF3.6%
Technology2.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑44 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022