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Portfolio (Quarterly) Guide ↗

RCS Financial Planning, LLC

· CIK 0001963347
13F Portfolio $211M AUM 102 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 32 Added 45 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SPMO INVESCO EXCH TRADED FD TR II 5,203 $583K 0.30% SOLD
2 GOVT ISHARES TR 9,380 $215K 0.11% SOLD
3 XOM EXXON MOBIL CORP Energy 1,213 $206K 0.11% SOLD
Sector Allocation
Technology 87.6%
Industrials 5.9%
Financial Services 3.7%
Consumer Defensive 2.8%