Long-term investor
Rcs Financial Planning, LLC @rcsfinancialplanningllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963347).
Record
- Tracked since 2025-06-30 (484 days), 148 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -3.1% · 1 year -6.2% · all -6.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 19.8% · long · since 2025-09-30
- 464288661 · 6.0% · long · since 2026-09-30
- 25434V799 · 5.4% · long · since 2025-09-30
- 25434V872 · 4.5% · long · since 2025-09-30
- 25434V732 · 4.0% · long · since 2025-09-30
- CRWD · 3.7% · long · since 2025-09-30
- 808524854 · 3.2% · long · since 2026-09-30
- 464287176 · 3.2% · long · since 2026-09-30
- 316188309 · 3.2% · long · since 2025-09-30
- 25434V542 · 2.4% · long · since 2026-09-30
- AAPL · 2.4% · long · since 2025-09-30
- 316188408 · 2.3% · long · since 2025-09-30