RCS Financial Planning, LLC
Net seller this quarter
$211M
9
-$546K
8.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FLDR | $6.29M | 2.98% | Not reported | +1.8% | Q4 2024 |
 CRWD | $5.04M | 2.39% | 0.00% | -15.7% | Q3 2025 |
 AAPL | $3.87M | 1.83% | 0.00% | +1.9% | Q4 2022 |
 BSVN | $1.44M | 0.68% | 0.19% | +12.4% | Q4 2022 |
 CSX | $620K | 0.29% | 0.00% | Not reported | Q4 2022 |
 THRO | $386K | 0.18% | 0.11% | -27.2% | Q2 2025 |
 SPY | $384K | 0.18% | Not reported | +59.1% | Q1 2026 |
 PG | $290K | 0.14% | 0.00% | +6.8% | Q4 2022 |
 NVDA | $259K | 0.12% | 0.00% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| FLDR | $6.17M | 3.20% | Not reported | +1.4% | Q4 2024 |
| AAPL | $3.33M | 1.73% | 0.00% | -11.5% | Q4 2022 |
| CRWD | $3.06M | 1.59% | 0.00% | -1.7% | Q3 2025 |
| BSVN | $1.29M | 0.67% | 0.17% | -0.1% | Q4 2022 |
| CSX | $536K | 0.28% | 0.00% | -1.1% | Q4 2022 |
| THRO | $446K | 0.23% | 0.16% | -74.6% | Q2 2025 |
| PG | $267K | 0.14% | 0.00% | -27.4% | Q4 2022 |
| SPY | $211K | 0.11% | Not reported | New | Q1 2026 |
 XOM | $206K | 0.11% | 0.00% | Not reported | Q1 2024 |
| Q4 2025 | |||||
| FLDR | $6.11M | 2.63% | Not reported | +8.1% | Q4 2024 |
| AAPL | $4.03M | 1.74% | 0.00% | -0.2% | Q4 2022 |
| CRWD | $3.74M | 1.61% | 0.00% | Not reported | Q3 2025 |
| THRO | $1.87M | 0.81% | 0.61% | +6.7% | Q2 2025 |
| IAU | $1.36M | 0.59% | 0.00% | +2.4% | Q4 2024 |
| BSVN | $1.3M | 0.56% | 0.17% | -10.3% | Q4 2022 |
 MRSH | $1.24M | 0.54% | 0.00% | -2.9% | Q4 2022 |
 QQQ | $674K | 0.29% | Not reported | Not reported | Q2 2024 |
| CSX | $478K | 0.21% | 0.00% | Not reported | Q4 2022 |
 MSFT | $381K | 0.16% | 0.00% | Not reported | Q1 2024 |
| PG | $366K | 0.16% | 0.00% | +0.1% | Q4 2022 |
| NVDA | $237K | 0.10% | 0.00% | Not reported | Q2 2025 |
 CEG | $217K | 0.09% | 0.00% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| FLDR | $5.65M | 2.50% | Not reported | +12.1% | Q4 2024 |
| CRWD | $3.91M | 1.73% | 0.00% | New | Q3 2025 |
| AAPL | $3.79M | 1.68% | 0.00% | -0.5% | Q4 2022 |
| THRO | $1.72M | 0.76% | 0.58% | +10.3% | Q2 2025 |
| BSVN | $1.45M | 0.64% | 0.19% | +1.0% | Q4 2022 |
| MRSH | $1.39M | 0.62% | 0.00% | 0.0% | Q4 2022 |
| IAU | $1.19M | 0.53% | 0.00% | +72.8% | Q4 2024 |
| QQQ | $659K | 0.29% | Not reported | Not reported | Q2 2024 |
| CSX | $468K | 0.21% | 0.00% | Not reported | Q4 2022 |
| MSFT | $408K | 0.18% | 0.00% | Not reported | Q1 2024 |
| PG | $392K | 0.17% | 0.00% | -0.2% | Q4 2022 |
 HON | $252K | 0.11% | 0.00% | Not reported | Q3 2023 |
| NVDA | $238K | 0.11% | 0.00% | Not reported | Q2 2025 |
| CEG | $202K | 0.09% | 0.00% | New | Q3 2025 |