Plancorp, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1599579
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$4.1B
Holdings
425
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Plancorp, LLC disclosed 425 positions worth $4.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 66 new positions and exited 20 and a full exit from $AFL. The portfolio is most concentrated in Other (89.7% of disclosed assets). All figures are sourced directly from Plancorp, LLC’s Form 13F-HR filing with the SEC under CIK 1599579.
AI Fund Analysis
DiversifyingVANGUARD INDEX FDS - TOTAL
10.8% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
8.8% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
8.5% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - IN
5.1% weight
Held 10 quarters
AMERICAN CENTY ETF TR - US
4.7% weight
Held 10 quarters
VANGUARD INDEX FDS - TOTAL
9 quarters accumulating
DIMENSIONAL ETF TRUST - IN
9 quarters accumulating
AMERICAN CENTY ETF TR - US
9 quarters accumulating
DIMENSIONAL ETF TRUST - IN
9 quarters accumulating
DIMENSIONAL ETF TRUST - EM
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsMaterialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$441.8M1,194,717 shDIMENSIONAL ETF TRUST - US LARGE CAP COR
—Quality
$365.7M7,263,717 shDIMENSIONAL ETF TRUST - US EQUI MARK ETF
—Quality
$362.5M4,426,858 shDIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$349.9M7,886,805 shDIMENSIONAL ETF TRUST - INTERNATNAL VAL
—Quality
$208.3M3,765,351 shAMERICAN CENTY ETF TR - US SML CP VALU
—Quality
$191.5M1,545,016 shDIMENSIONAL ETF TRUST - US MKTWIDE VALUE
—Quality
$178.4M3,242,114 shISHARES TR - U S EQUITY FACTR
—Quality
$158.7M2,091,989 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$145.5M3,901,958 shDIMENSIONAL ETF TRUST - WORLD EX US CORE
—Quality
$141.5M3,903,563 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $441.8M | 1,194,717 |
| DIMENSIONAL ETF TRUST - US LARGE CAP COR | — | $365.7M | 7,263,717 |
| DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $362.5M | 4,426,858 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $349.9M | 7,886,805 |
| DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $208.3M | 3,765,351 |
| AMERICAN CENTY ETF TR - US SML CP VALU | — | $191.5M | 1,545,016 |
| DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $178.4M | 3,242,114 |
| ISHARES TR - U S EQUITY FACTR | — | $158.7M | 2,091,989 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $145.5M | 3,901,958 |
| DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $141.5M | 3,903,563 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Plancorp, LLC's 425 positions.
Showing top 10 of 425 holdings.
Sector Allocation
Other
$3.7B
Technology
$162.9M
Financials
$54.5M
Materials
$44.6M
Healthcare
$44.0M
Consumer Discretionary
$30.6M
Industrials
$24.4M
Energy
$18.6M
Top Holdings — Plancorp, LLC (Q2 2026)
Top 150 of 425 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $441.8M | 10.8% | +7% | — |
| 2 | — | DIMENSIONAL ETF TRUST - US LARGE CAP COR | $365.7M | 8.9% | NEW | — |
| 3 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $362.5M | 8.8% | -1% | — |
| 4 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $349.9M | 8.5% | -24% | — |
| 5 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $208.3M | 5.1% | +3% | — |
| 6 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $191.5M | 4.7% | +5% | — |
| 7 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $178.4M | 4.3% | -42% | — |
| 8 | — | ISHARES TR - U S EQUITY FACTR | $158.7M | 3.9% | +6% | — |
| 9 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $145.5M | 3.5% | +12% | — |
| 10 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $141.5M | 3.5% | -1% | — |
| 11 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $100.6M | 2.5% | -2% | — |
| 12 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $77.0M | 1.9% | -0% | — |
| 13 | — | AMERICAN CENTY ETF TR - US EQT ETF | $67.4M | 1.6% | -0% | — |
| 14 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $54.8M | 1.3% | +19% | — |
| 15 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $52.8M | 1.3% | -46% | — |
| 16 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $46.0M | 1.1% | +8% | — |
| 17 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $45.0M | 1.1% | +9% | — |
| 18 |  $EMR | EMERSON ELECTRIC CO | $36.8M | 0.9% | -0% | 65.3 |
| 19 |  $AAPL | Apple Inc. | $36.1M | 0.9% | -4% | 76.4 |
| 20 | — | ISHARES TR - EAFE SML CP ETF | $32.6M | 0.8% | -5% | — |
| 21 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $31.7M | 0.8% | +28% | — |
| 22 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $27.2M | 0.7% | +6% | — |
| 23 | — | ISHARES TR - CORE S&P TTL STK | $25.6M | 0.6% | -3% | — |
| 24 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $25.1M | 0.6% | NEW | — |
| 25 | — | ISHARES TR - S&P 500 GRWT ETF | $21.1M | 0.5% | +2614% | — |
| 26 | — | ISHARES TR - EAFE VALUE ETF | $20.7M | 0.5% | +5% | — |
| 27 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $18.2M | 0.4% | +0% | — |
| 28 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $18.1M | 0.4% | -0% | — |
| 29 |  $PLD | Prologis, Inc. | $17.7M | 0.4% | +171% | 68.3 |
| 30 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | $17.7M | 0.4% | +22% | — |
| 31 | — | ISHARES TR - S&P 500 VAL ETF | $16.2M | 0.4% | NEW | — |
| 32 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $13.8M | 0.3% | +3% | — |
| 33 |  $MSFT | MICROSOFT CORP | $13.5M | 0.3% | +2% | 79.8 |
| 34 |  $LLY | ELI LILLY & Co | $13.4M | 0.3% | -1% | 87.5 |
| 35 | — | ISHARES TR - MSCI INTL VLU FT | $13.3M | 0.3% | -1% | — |
| 36 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $12.8M | 0.3% | +133% | — |
| 37 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $12.7M | 0.3% | +0% | — |
| 38 |  $NVDA | NVIDIA CORP | $12.4M | 0.3% | +15% | 85.9 |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $12.2M | 0.3% | -6% | — |
| 40 | — | EA SERIES TRUST - ALPHA ARCHITECT | $11.9M | 0.3% | -71% | — |
| 41 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $11.9M | 0.3% | -7% | — |
| 42 | — | ISHARES TR - CORE MSCI EAFE | $11.9M | 0.3% | +0% | — |
| 43 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $11.8M | 0.3% | +7% | — |
| 44 | — | ISHARES TR - ESG AWR MSCI USA | $11.4M | 0.3% | -4% | — |
| 45 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $10.9M | 0.3% | +1646% | — |
| 46 |  $AMZN | AMAZON COM INC | $10.6M | 0.3% | -1% | 68.7 |
| 47 |  $GOOG | Alphabet Inc. | $10.6M | 0.3% | +4% | 78.2 |
| 48 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $10.0M | 0.2% | +14% | — |
| 49 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $10.0M | 0.2% | NEW | — |
| 50 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $9.7M | 0.2% | +15% | — |
| 51 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $8.8M | 0.2% | +84% | — |
| 52 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $8.6M | 0.2% | +1136% | — |
| 53 |  $AEM | AGNICO EAGLE MINES LTD | $8.5M | 0.2% | -3% | — |
| 54 |  $B | BARRICK MINING CORP | $8.4M | 0.2% | -1% | 69.6 |
| 55 | — | GLOBAL X FDS - DEFENSE TECH ETF | $8.3M | 0.2% | NEW | — |
| 56 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $8.2M | 0.2% | -0% | — |
| 57 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.5M | 0.2% | -16% | 73.8 |
| 58 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $7.4M | 0.2% | +973% | — |
| 59 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $7.1M | 0.2% | +0% | — |
| 60 |  $HMY | HARMONY GOLD MINING CO LTD | $7.0M | 0.2% | +0% | — |
| 61 | — | AMERICAN CENTY ETF TR - CORE MUNI FXD IN | $6.7M | 0.2% | +0% | — |
| 62 |  $META | Meta Platforms, Inc. | $6.7M | 0.2% | +15% | 79.6 |
| 63 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $6.1M | 0.1% | +0% | — |
| 64 |  $BAC | BANK OF AMERICA CORP /DE/ | $6.0M | 0.1% | +6% | 67.6 |
| 65 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $6.0M | 0.1% | NEW | — |
| 66 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $5.9M | 0.1% | NEW | — |
| 67 |  $EFSC | ENTERPRISE FINANCIAL SERVICES CORP | $5.8M | 0.1% | -5% | 56.4 |
| 68 |  $CDE | Coeur Mining, Inc. | $5.6M | 0.1% | -2% | 82 |
| 69 |  $XOM.R34088 | EXXON MOBIL CORP | $5.5M | 0.1% | -4% | 57.9 |
| 70 | — | VANGUARD INDEX FDS - SMALL CP ETF | $5.3M | 0.1% | -5% | — |
| 71 | — | ISHARES TR - RUS 1000 ETF | $5.3M | 0.1% | +26% | — |
| 72 |  $WMT | Walmart Inc. | $5.2M | 0.1% | -17% | 60.2 |
| 73 | — | ISHARES INC - EMNG MKTS EQT | $5.2M | 0.1% | NEW | — |
| 74 | — | VANGUARD MALVERN FDS - CORE BD ETF | $5.1M | 0.1% | +136% | — |
| 75 |  $GOOGL | Alphabet Inc. | $5.0M | 0.1% | -17% | 78.2 |
| 76 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.9M | 0.1% | +3% | — |
| 77 |  $AVGO | Broadcom Inc. | $4.9M | 0.1% | +7% | 84.5 |
| 78 | — | ISHARES INC - CORE MSCI EMKT | $4.9M | 0.1% | +2% | — |
| 79 | — | ISHARES TR - US TREAS BD ETF | $4.8M | 0.1% | NEW | — |
| 80 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $4.8M | 0.1% | -3% | — |
| 81 | — | ISHARES TR - CALIF MUN BD ETF | $4.6M | 0.1% | NEW | — |
| 82 |  $IMO | IMPERIAL OIL LTD | $4.6M | 0.1% | -1% | — |
| 83 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $4.5M | 0.1% | +140% | — |
| 84 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $4.4M | 0.1% | NEW | — |
| 85 | — | ISHARES TR - LONG TERM MUNI | $4.3M | 0.1% | NEW | — |
| 86 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $4.2M | 0.1% | +758% | — |
| 87 |  $UNH | UNITEDHEALTH GROUP INC | $4.1M | 0.1% | -2% | 62.7 |
| 88 |  $WPM | Wheaton Precious Metals Corp. | $4.1M | 0.1% | -3% | — |
| 89 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $4.1M | 0.1% | +1162% | — |
| 90 |  $ABBV | AbbVie Inc. | $4.0M | 0.1% | -6% | 72.6 |
| 91 | — | AMERICAN CENTY ETF TR - AVANTIS SHFXDINC | $4.0M | 0.1% | +0% | — |
| 92 |  $TSLA | Tesla, Inc. | $3.9M | 0.1% | +23% | 53.9 |
| 93 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $3.8M | 0.1% | +0% | — |
| 94 |  $UNP | UNION PACIFIC CORP | $3.8M | 0.1% | -1% | 69.7 |
| 95 |  $FNV | FRANCO NEVADA Corp | $3.8M | 0.1% | -4% | — |
| 96 |  $JNJ | JOHNSON & JOHNSON | $3.7M | 0.1% | -9% | 69 |
| 97 | — | ISHARES TR - ESG AWRE 1 5 YR | $3.7M | 0.1% | +0% | — |
| 98 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $3.6M | 0.1% | NEW | — |
| 99 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $3.6M | 0.1% | NEW | — |
| 100 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $3.5M | 0.1% | +343% | — |
| 101 | — | ISHARES TR - RUSSELL 2000 ETF | $3.4M | 0.1% | +133% | — |
| 102 | — | ISHARES TR - ESG AW MSCI EAFE | $3.4M | 0.1% | -4% | — |
| 103 |  $JPM | JPMORGAN CHASE & CO | $3.3M | 0.1% | +2% | 70.7 |
| 104 |  $CAT | CATERPILLAR INC | $3.3M | 0.1% | +28% | 66.5 |
| 105 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $3.3M | 0.1% | +0% | — |
| 106 | — | AMERICAN CENTY ETF TR - AVANTIS US LARG | $3.2M | 0.1% | +0% | — |
| 107 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $3.2M | 0.1% | -0% | 59.1 |
| 108 | — | VANGUARD STAR FDS - VG TL INTL STK F | $3.1M | 0.1% | +32% | — |
| 109 | — | ISHARES TR - CORE S&P SCP ETF | $3.1M | 0.1% | +16% | — |
| 110 |  $IBRX | ImmunityBio, Inc. | $3.1M | 0.1% | -3% | 31.5 |
| 111 |  $ESE | ESCO TECHNOLOGIES INC | $3.1M | 0.1% | +0% | 70 |
| 112 | — | SCHWAB STRATEGIC TR - US REIT ETF | $3.1M | 0.1% | NEW | — |
| 113 |  $PG | PROCTER & GAMBLE Co | $3.0M | 0.1% | -9% | 64.6 |
| 114 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $2.8M | 0.1% | +400% | — |
| 115 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.7M | 0.1% | +33% | 66.2 |
| 116 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $2.6M | 0.1% | -0% | — |
| 117 |  $POST | Post Holdings, Inc. | $2.6M | 0.1% | -0% | 52.5 |
| 118 | — | ISHARES TR - CORE S&P500 ETF | $2.6M | 0.1% | +20% | — |
| 119 |  $USB | US BANCORP \DE\ | $2.6M | 0.1% | -3% | 65.3 |
| 120 |  $RGLD | ROYAL GOLD INC | $2.6M | 0.1% | -3% | 79.7 |
| 121 |  $CVX | CHEVRON CORP | $2.5M | 0.1% | +32% | 62.8 |
| 122 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $2.5M | 0.1% | NEW | — |
| 123 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $2.5M | 0.1% | -10% | — |
| 124 | — | ISHARES TR - 0-3 MTH TREASURY | $2.5M | 0.1% | -49% | — |
| 125 |  $MU | MICRON TECHNOLOGY INC | $2.5M | 0.1% | -13% | 86.2 |
| 126 |  $MA | Mastercard Inc | $2.4M | 0.1% | +2% | 85.1 |
| 127 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $2.3M | 0.1% | NEW | — |
| 128 |  $AGI | ALAMOS GOLD INC | $2.2M | 0.1% | -3% | — |
| 129 | — | ISHARES TR - NATIONAL MUN ETF | $2.2M | 0.1% | NEW | — |
| 130 |  $BA | BOEING CO | $2.2M | 0.1% | +1% | 61.6 |
| 131 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.2M | 0.1% | +282% | — |
| 132 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $2.2M | 0.1% | +0% | — |
| 133 |  $MCD | MCDONALDS CORP | $2.2M | 0.1% | -18% | 69 |
| 134 |  $GE | GENERAL ELECTRIC CO | $2.1M | 0.1% | -15% | 73.8 |
| 135 | — | ISHARES TR - S&P 100 ETF | $2.1M | 0.1% | +62% | — |
| 136 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 0.1% | -19% | 70.3 |
| 137 |  $AMD | ADVANCED MICRO DEVICES INC | $1.9M | 0.1% | -34% | 79.8 |
| 138 | — | ISHARES TR - 20 YR TR BD ETF | $1.9M | 0.1% | NEW | — |
| 139 |  $NVS | NOVARTIS AG | $1.9M | 0.1% | +0% | — |
| 140 |  $WFC | WELLS FARGO & COMPANY/MN | $1.8M | 0.0% | +42% | 61.8 |
| 141 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | $1.8M | 0.0% | NEW | — |
| 142 |  $CLMT | Calumet, Inc. /DE | $1.8M | 0.0% | +0% | 40.2 |
| 143 |  $GEV | GE Vernova Inc. | $1.8M | 0.0% | -13% | 81.1 |
| 144 |  $PAAS | PAN AMERICAN SILVER CORP | $1.8M | 0.0% | -1% | — |
| 145 |  $QCOM | QUALCOMM INC/DE | $1.8M | 0.0% | +25% | 70.5 |
| 146 |  $V | VISA INC. | $1.8M | 0.0% | -2% | 82.9 |
| 147 | — | PIMCO ETF TR - ACTIVE BD ETF | $1.7M | 0.0% | NEW | — |
| 148 |  $PFE | PFIZER INC | $1.7M | 0.0% | -2% | 62 |
| 149 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.7M | 0.0% | -0% | 67.4 |
| 150 | — | AMERICAN CENTY ETF TR - AVANTIS INFLATIN | $1.6M | 0.0% | +0% | — |
New Positions (66)
DIMENSIONAL ETF TRUST - US LARGE CAP COR$365.7M
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$25.1M
ISHARES TR - S&P 500 VAL ETF$16.2M
BLACKROCK ETF TRUST - ISHA I IN TE ETF$10.0M
GLOBAL X FDS - DEFENSE TECH ETF$8.3M
BLACKROCK ETF TRUST - ISHA US THEM ETF$6.0M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$5.9M
ISHARES INC - EMNG MKTS EQT$5.2M
ISHARES TR - US TREAS BD ETF$4.8M
ISHARES TR - CALIF MUN BD ETF$4.6M
VANGUARD MUN BD FDS - TAX EXEMPT BD$4.4M
ISHARES TR - LONG TERM MUNI$4.3M
SCHWAB STRATEGIC TR - INTL SCEQT ETF$3.6M
VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF$3.6M
SCHWAB STRATEGIC TR - US REIT ETF$3.1M
Exited Positions (20)
$AFL AFLAC INC
$COR Cencora, Inc. ISHARES TR
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