13F Filings History of RCS Financial Planning, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$232,004,509
Signature - Title
Thaddeus Toal - President
Location
Annapolis, MD
Summary
This page shows a list of all the recent 13F filings made by RCS Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RCS Financial Planning, LLC reported 90 stock holdings with total value $232,004,509 as of Q4 2025. Top holdings included DFAC, DFCF, FBND, DFIC, and DUHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 90 $232,004,509 +$10,275,589 -$7,429,165 +$2,846,424 DFAC, DFCF, FBND, DFIC, DUHP 13F-HR 15 Jan 2026, 17:22
Q3 2025 92 $225,813,900 +$19,736,302 -$5,809,988 +$13,926,314 DFAC, DFCF, FBND, DFIC, DUHP 13F-HR 04 Nov 2025, 21:44
Q2 2025 83 $201,078,364 +$16,554,971 -$16,013,118 +$541,853 DFAC, DFCF, FBND, DFIC, DUHP 13F-HR 28 Jul 2025, 16:13
Q1 2025 76 $189,488,071 +$11,119,563 -$7,975,030 +$3,144,533 DFAC, DFCF, FBND, DFIC, IVV 13F-HR 24 Apr 2025, 18:55
Q4 2024 77 $187,937,692 +$31,615,381 -$19,508,836 +$12,106,545 DFAC, DFCF, FBND, DFIC, IVV 13F-HR 22 Jan 2025, 18:06
Q3 2024 68 $180,072,238 +$6,536,783 -$4,895,654 +$1,641,129 DFCF, DFAC, DFSD, DFIC, IVV 13F-HR 22 Oct 2024, 10:49
Q2 2024 69 $169,596,027 +$25,597,664 -$20,271,978 +$5,325,686 DFCF, DFAC, DFSD, DFIC, IVV 13F-HR 19 Jul 2024, 17:33
Q1 2024 69 $162,491,483 +$30,334,928 -$27,203,562 +$3,131,366 DFCF, DFAC, DFSD, IVV, DFIC 13F-HR 26 Apr 2024, 15:58
Q4 2023 63 $152,843,698 +$17,900,395 -$6,702,251 +$11,198,144 DFCF, DFAC, IVV, DFSD, DFSV 13F-HR 07 Feb 2024, 17:38
Q3 2023 60 $130,893,473 +$20,388,044 -$7,017,291 +$13,370,753 DFCF, DFAC, DFSD, IVV, DUHP 13F-HR 02 Nov 2023, 21:25
Q2 2023 48 $121,201,337 +$8,006,149 -$2,836,028 +$5,170,121 DFAC, DFCF, DFSD, IVV, DUHP 13F-HR 21 Jul 2023, 10:42
Q1 2023 48 $112,734,976 +$8,999,923 -$3,820,507 +$5,179,416 DFAC, DFCF, DFSD, DFIC, DUHP 13F-HR 26 Apr 2023, 19:34
Q4 2022 51 $102,939,253 $0 $0 $0 DFCF, DFAC, DFSD, DFIC, DUHP 13F-HR 27 Jan 2023, 17:59