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Plancorp, LLC
Updated 2 days agoManaged by Plancorp, Llc • Latest filing Q3 2026
Portfolio value
$4.4B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $3.3B |
| Q1 2026 | $3.5B |
| Q2 2026 | $4.1B |
| Q3 2026 | $4.4B |
Top holdings
460 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $470.7M | 1.27M | 10.69% | — | |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $361.5M | 7.06M | 8.21% | — |
| 3 | $360.4M | 4.37M | 8.18% | — | |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $344.2M | 7.67M | 7.82% | — |
| 5 | $219.8M | 3.90M | 4.99% | — | |
| 6 | $202.5M | 1.64M | 4.60% | — | |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $178.6M | 3.15M | 4.06% | — |
| 8 | $168.9M | 2.19M | 3.84% | — | |
| 9 | $160M | 4.27M | 3.63% | — | |
| 10 | $139.3M | 3.89M | 3.16% | — | |
| 11 | $97M | 1.22M | 2.20% | — | |
| 12 | ? N/A AMERICAN CENTY ETF TR | $83.6M | 937.7K | 1.90% | — |
| 13 | ? N/A AMERICAN CENTY ETF TR | $67.6M | 527.4K | 1.53% | — |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $55.6M | 1.06M | 1.26% | — |
| 15 | $55.4M | 79.7K | 1.26% | — | |
| 16 | $50.9M | 727.1K | 1.16% | — | |
| 17 | $46.2M | 1.27M | 1.05% | — | |
| 18 | $45.4M | 275.4K | 1.03% | — | |
| 19 | $43M | 124.7K | 0.98% | — | |
| 20 | $41.9M | 311.6K | 0.95% | — |