RCS Financial Planning, LLC

CIK

1963347

Location

ANNAPOLIS, MD

Portfolio Value

Micro $6,683,335

Diversification

Highly concentrated

Filing Date

Global Rank

#8,227 / 8,517 ▲ 116

Top Industry

Consumer Electronics 61.4%

3Y Alpha vs SPY

+27.9%

Period ended 46 days ago

Filed Jul 22, 2026 · 24d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+222.4%

SPY

+75.3%

Annualised alpha

+27.2%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

6 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

57.9%

+31.3 pts

Top 5

96.1%

+17.3 pts

Top 10

100.0%

+5.4 pts

HHI

3,862

Highly concentrated+2,155

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	80.6%	$5,389,323	3
Industrials	9.3%	$620,266	1
Unclassified	5.7%	$383,839	1
Consumer Defensive	4.3%	$289,907	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+245	13,374	$3,869,900
SPY	Spdr S&P 500 ETF Trust	+191	514	$383,839
PG	PROCTER & GAMBLE Co	+126	1,977	$289,907
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
CRWD	CrowdStrike Holdings, Inc.	−1,228	6,608	$1,260,707
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
NVDA	Nvidia Corp	1,293	$258,716
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	32,733	$2,097,530
BNDX	Vanguard Total International Bond ETF	15,374	$738,720
DCOR	Dimensional US Core Equity 1 ETF	9,258	$667,316
VB	Vanguard Morningstar Small-Cap ETF	2,137	$559,723
BAI	iShares A.I. Innovation and Tech Active ETF	10,077	$332,037
BIV	Vanguard Intermediate-Term Bond ETF	3,672	$283,404
VXUS	Vanguard Total International Stock ETF	3,347	$258,087
XOM	ExxonMobil Holdings Corp	1,213	$205,797
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 tracked positions · $6,683,335 total · as of Jun 30, 2026

All sectors Consumer Defensive Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	13,374	+245	$3,869,900	+16.1%	57.90%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	6,608	-1,228	$1,260,707	−58.8%	18.86%
CSX	Csx Corp Industrials	Held	13,050	0	$620,266	+15.8%	9.28%
SPY	Spdr S&P 500 ETF Trust	Added	514	+191	$383,839	+82.7%	5.74%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,977	+126	$289,907	+8.4%	4.34%
NVDA	Nvidia Corp Technology	NEW	1,293	NEW	$258,716	NEW	3.87%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.