RCS Financial Planning, LLC
CIK
1963347
Location
ANNAPOLIS, MD
Portfolio Value
Micro
$5,315,737
Diversification
Highly concentrated
Filing Date
Global Rank
#8,339
/ 8,605
▼ 128
· as of Mar 2026
Top Industry
Consumer Electronics
65.3%
3Y Alpha vs SPY
-3.4%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+52.7%
SPY
+76.5%
Annualised alpha
-5.7%
Max drawdown
−20.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
62.7%
+22.1 pts
Top 5
96.1%
+13.0 pts
Top 10
100.0%
0.0 pts
HHI
4,293
Highly concentrated+2,101
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 77.1% | $4,096,821 |
| Industrials | 10.1% | $535,702 |
| Consumer Defensive | 5.0% | $267,358 |
| Unclassified | 4.0% | $210,059 |
| Energy | 3.9% | $205,797 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IAU | Ishares Gold Trust | 16,797 | $1,363,412 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 6,703 | $1,243,540 | |
| QQQ | Invesco Qqq Trust, Series 1 | 1,097 | $673,898 | |
| MSFT | Microsoft Corp | 788 | $381,092 | |
| NVDA | Nvidia Corp | 1,273 | $237,414 | |
| CEG | Constellation Energy Corp | 613 | $216,554 | |
| No positions match the current search. | ||||
6 positions ·
$5,315,737 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 13,129 | $3,332,008 | 62.68% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 7,836 | $764,813 | 14.39% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 13,050 | $535,702 | 10.08% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,851 | $267,358 | 5.03% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 323 | $210,059 | 3.95% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,213 | $205,797 | 3.87% |