Plancorp, LLC
CIK 1599579
13F filing for Q2 2026・No. 1,051
- Holdings
- US$4.1B
- Quarter change
- +US$581.78M
- Entries
- 425
- Net bought (estimate)
- +US$347.19M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 68
- Sold out 21
- Cut 167
- Added 138
- Corporate actions 2
- Unchanged 52
Largest holdings
425 stocks worth US$4.1B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 1,194,717 | US$441.78M | 10.78% |
| DIMENSIONAL ETF TRUSTUS LARGE CAP COR | New | 7,263,717 | US$365.71M | 8.92% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Cut | 4,426,858 | US$362.52M | 8.85% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Cut | 7,886,805 | US$349.94M | 8.54% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Added | 3,765,351 | US$208.3M | 5.08% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 1,545,016 | US$191.54M | 4.67% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 3,242,114 | US$178.38M | 4.35% |
| ISHARES TRU S EQUITY FACTR | Added | 2,091,989 | US$158.68M | 3.87% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 3,901,958 | US$145.48M | 3.55% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Cut | 3,903,563 | US$141.54M | 3.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.