Home › Plancorp, LLC

Plancorp, LLC 13F holdings

Filed 2026-07-14 · Plancorp, LLC · 425 positions · $4.1B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS1.2M$441.8M10.8%
—DIMENSIONAL ETF TRUST7.3M$365.7M8.9%
DFUSDIMENSIONAL ETF TRUST4.4M$362.5M8.8%
DFACDIMENSIONAL ETF TRUST7.9M$349.9M8.5%
DFIVDIMENSIONAL ETF TRUST3.8M$208.3M5.1%
AVUVAMERICAN CENTY ETF TR1.5M$191.5M4.7%
DFUVDIMENSIONAL ETF TRUST3.2M$178.4M4.4%
LRGFISHARES TR2.1M$158.7M3.9%
DFICDIMENSIONAL ETF TRUST3.9M$145.5M3.6%
DFAXDIMENSIONAL ETF TRUST3.9M$141.5M3.5%
DFASDIMENSIONAL ETF TRUST1.2M$100.6M2.5%
AVDEAMERICAN CENTY ETF TR862.6K$77.0M1.9%
AVUSAMERICAN CENTY ETF TR527.6K$67.4M1.6%
VOOVANGUARD INDEX FDS79.7K$54.8M1.3%
DFATDIMENSIONAL ETF TRUST758.0K$52.8M1.3%
DFEMDIMENSIONAL ETF TRUST1.2M$46.0M1.1%
DFAUDIMENSIONAL ETF TRUST868.1K$45.0M1.1%
EMREMERSON ELEC CO271.6K$36.8M0.9%
AAPLAPPLE INC113.7K$36.1M0.9%
SCZISHARES TR394.8K$32.6M0.8%
DFAIDIMENSIONAL ETF TRUST768.3K$31.7M0.8%
VEAVANGUARD TAX-MANAGED FDS390.0K$27.2M0.7%
ITOTISHARES TR155.9K$25.6M0.6%
COROBLACKROCK ETF TRUST705.9K$25.1M0.6%
IVWISHARES TR154.4K$21.1M0.5%
EFVISHARES TR264.7K$20.7M0.5%
AVDVAMERICAN CENTY ETF TR176.1K$18.2M0.4%
AVEMAMERICAN CENTY ETF TR198.6K$18.1M0.4%
PLDPROLOGIS INC.124.4K$17.7M0.4%
DFAWDIMENSIONAL ETF TRUST214.3K$17.7M0.4%
IVEISHARES TR70.0K$16.2M0.4%
VNQVANGUARD INDEX FDS141.6K$13.8M0.3%
MSFTMICROSOFT CORP34.6K$13.5M0.3%
LLYELI LILLY & CO11.3K$13.4M0.3%
IVLUISHARES TR316.7K$13.3M0.3%
SCHASCHWAB STRATEGIC TR374.2K$12.8M0.3%
DFSVDIMENSIONAL ETF TRUST327.3K$12.7M0.3%
NVDANVIDIA CORPORATION60.9K$12.4M0.3%
SPYSTATE STR SPDR S&P 500 ETF T16.3K$12.2M0.3%
—EA SERIES TRUST198.5K$11.9M0.3%
VVVANGUARD INDEX FDS34.5K$11.9M0.3%
IEFAISHARES TR123.7K$11.9M0.3%
VXFVANGUARD INDEX FDS49.5K$11.8M0.3%
ESGUISHARES TR69.5K$11.4M0.3%
SCHGSCHWAB STRATEGIC TR316.2K$10.9M0.3%
AMZNAMAZON COM INC42.7K$10.6M0.3%
GOOGLALPHABET INC30.0K$10.6M0.3%
VWOVANGUARD INTL EQUITY INDEX F170.7K$10.0M0.2%
BAIBLACKROCK ETF TRUST219.4K$10.0M0.2%
DFNMDIMENSIONAL ETF TRUST201.9K$9.7M0.2%
DFAEDIMENSIONAL ETF TRUST231.5K$8.8M0.2%
SCHFSCHWAB STRATEGIC TR316.8K$8.6M0.2%
AEMAGNICO EAGLE MINES LTD58.9K$8.5M0.2%
BBARRICK MNG CORP232.8K$8.4M0.2%
SHLDGLOBAL X FDS136.5K$8.3M0.2%
SCHDSCHWAB STRATEGIC TR250.4K$8.2M0.2%
BRK-BBERKSHIRE HATHAWAY INC DEL15.0K$7.5M0.2%
SCHVSCHWAB STRATEGIC TR215.4K$7.4M0.2%
DCORDIMENSIONAL ETF TRUST86.0K$7.1M0.2%
HMYHARMONY GOLD MNG LTD468.2K$7.0M0.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}