Arkolith/Funds/Plancorp, LLC

Plancorp, LLC

CIK 1599579
Holdings as of Mar 31, 2026·disclosed Apr 14, 2026·~14-day 13F lag·13F-HR
Inactive

Plancorp, LLC holds a concentrated book of 271 stocks worth $3.5B as of Q1 2026 (disclosed Apr 14, 2026, a ~45-day 13F lag). This quarter they opened NEWMONT CORP and trimmed ISHARES SHORT-TERM NATIONAL. Their largest long position is DIMENSIONAL ETF TRUST at 52% of the equity book.

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Use Arkolith to show Plancorp, LLC's latest
holdings, largest changes, and filing provenance.
Opened
22
new positions
Added to
127
existing
Trimmed
87
reduced
Sold out
15
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
82%
Top 10 holdings
87%
Top 20 holdings
91%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Health Care
1%
Materials
1%
Financials
1%
Consumer Discretionary
0%
Industrials
0%
Communication Services
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • EMERSON ELEC CO
    −7.2%$3.1M
  • AGNICO EAGLE MINES LTD
    −11%$1.6M
  • BARRICK MNG CORP
    −8.6%$966K
  • EA SERIES TRUST
    −1.6%$613K
  • SPDR SERIES TRUST
    −66%$557K
  • MICROSOFT CORP
    −3.1%$407K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

378 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US CORE EQUITY 2
$418.5M10.34M
11.9%
−0.9%
Reduced · −92K sh
2Vanguard Index FDS
TOTAL STK MKT
$375.2M1.12M
10.7%
+8.8%
Added · +90K sh
3Dimensional ETF Trust
US EQUITY MARKET
$330.1M4.46M
9.4%
−1.0%
Reduced · −47K sh
4Dimensional ETF Trust
US MKTWIDE VALUE
$277.6M5.56M
7.9%
−2.8%
Reduced · −161K sh
5Dimensional ETF Trust
INTERNATNAL VAL
$202.0M3.66M
5.7%
+2.6%
Added · +93K sh
6American Centy ETF TR
US SML CP VALU
$168.6M1.47M
4.8%
+8.0%
Added · +109K sh
7Dimensional ETF Trust
WORLD EX US CORE
$141.6M3.94M
4.0%
−1.3%
Reduced · −54K sh
8Ishares TR
U S EQUITY FACTR
$135.9M1.98M
3.9%
+6.2%
Added · +115K sh
9Dimensional ETF Trust
INTL CORE EQUITY
$130.7M3.50M
3.7%
+13%
Added · +405K sh
10Dimensional ETF Trust
US SMALL CAP ETF
$94.2M1.27M
2.7%
−2.8%
Reduced · −36K sh
11Dimensional ETF Trust
US TARGETED VLU
$90.1M1.39M
2.6%
−3.1%
Reduced · −45K sh
12American Centy ETF TR
INTL EQT ETF
$77.3M864.6K
2.2%
−0.2%
Reduced · −2K sh
13American Centy ETF TR
US EQT ETF
$61.3M527.9K
1.7%
+1.1%
Added · +6K sh
14Vanguard Index FDS
S&P 500 ETF SHS
$41.9M67.1K
1.2%
+3.5%
Added · +2K sh
15Dimensional ETF Trust
EMERGING MKTS CO
$40.5M1.10M
1.2%
+14%
Added · +136K sh
16Emerson Elec Co
COM
$39.1M272.0K
1.1%
−7.2%
Reduced · −21K sh
17Dimensional ETF Trust
US CORE EQT MKT
$37.3M793.4K
1.1%
+0.5%
Added · +4K sh
18Ea Series Trust
ALPHA ARCHITECT
$37.2M681.5K
1.1%
−1.6%
Reduced · −11K sh
19Ishares TR
EAFE SML CP ETF
$34.3M414.4K
1.0%
−0.1%
Reduced · −429 sh
20Apple Inc
COM
$30.8M118.2K
0.9%
+1.5%
Added · +2K sh
21Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$25.0M368.5K
0.7%
+3.0%
Added · +11K sh
22Dimensional ETF Trust
INTL CORE EQT MK
$24.6M601.9K
0.7%
+0.1%
Added · +651 sh
23Ishares TR
CORE S&P TTL STK
$24.0M161.5K
0.7%
+18%
Added · +24K sh
24Ishares TR
EAFE VALUE ETF
$19.5M251.0K
0.6%
−1.2%
Reduced · −3K sh
25American Centy ETF TR
INTL SMCP VLU
$18.6M176.1K
0.5%
~0%
Added · +1 sh
26American Centy ETF TR
AVANTIS EMGMKT
$17.1M199.1K
0.5%
+0.2%
Added · +413 sh
27Dimensional ETF Trust
WORLD EQUITY ETF
$13.5M175.1K
0.4%
+32%
Added · +43K sh
28Agnico Eagle Mines Ltd
COM
$13.2M60.6K
0.4%
−11%
Reduced · −7K sh
29Ishares TR
MSCI INTL VLU FT
$13.2M318.4K
0.4%
+0.2%
Added · +628 sh
30Vanguard Index FDS
REAL ESTATE ETF
$12.8M137.2K
0.4%
+3.6%
Added · +5K sh
31Microsoft Corp
COM
$12.6M33.9K
0.4%
−3.1%
Reduced · −1K sh
32State STR SPDR S&P 500 ETF T
TR UNIT
$11.8M17.4K
0.3%
+2.1%
Added · +358 sh
33Dimensional ETF Trust
US SMALL CAP VAL
$11.8M326.6K
0.3%
−0.9%
Reduced · −3K sh
34Ishares TR
CORE MSCI EAFE
$11.7M123.2K
0.3%
−0.2%
Reduced · −268 sh
35Vanguard Index FDS
LARGE CAP ETF
$11.6M37.2K
0.3%
−0.8%
Reduced · −300 sh
36Eli Lilly & Co
COM
$10.7M11.4K
0.3%
−0.2%
Reduced · −27 sh
37Ishares TR
ESG AWR MSCI USA
$10.7M72.4K
0.3%
−0.9%
Reduced · −673 sh
38Amazon Com Inc
COM
$10.3M43.1K
0.3%
+4.5%
Added · +2K sh
39Barrick MNG Corp
COM SHS
$10.3M235.8K
0.3%
−8.6%
Reduced · −22K sh
40Nvidia Corporation
COM
$10.0M52.9K
0.3%
+8.6%
Added · +4K sh
41Vanguard Index FDS
EXTEND MKT ETF
$9.9M46.2K
0.3%
+8.1%
Added · +3K sh
42Alphabet Inc
CAP STK CL A
$9.2M28.9K
0.3%
+0.3%
Added · +95 sh
43Berkshire Hathaway Inc Del
CL B NEW
$8.6M17.9K
0.2%
~0%
Reduced · −5 sh
44Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$8.5M149.8K
0.2%
+6.0%
Added · +8K sh
45Dimensional ETF Trust
NATL MUN BD ETF
$8.5M175.9K
0.2%
+0.4%
Added · +753 sh
46Harmony Gold MNG Ltd
SPONSORED ADR
$7.8M468.2K
0.2%
−2.8%
Reduced · −14K sh
47Schwab Strategic TR
US DIVIDEND EQ
$7.7M250.6K
0.2%
+0.1%
Added · +172 sh
48Coeur MNG Inc
COM NEW
$7.5M369.1K
0.2%
+0.1%
Added · +221 sh
49Walmart Inc
COM
$6.9M54.7K
0.2%
+0.4%
Added · +228 sh
50American Centy ETF TR
CORE MUNI FXD IN
$6.7M144.8K
0.2%
Held
Showing 50 of 378 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 14, 2026378$3.5B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026365$3.3B13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025379$3.2B13F-HR
Q2 2025Jun 30, 2025Jul 16, 2025375$2.9B13F-HR
Q1 2025Mar 31, 2025May 15, 2025361$2.5B13F-HR
Q4 2024Dec 31, 2024Feb 11, 2025319$2.4B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024315$2.5B13F-HR
Q2 2024Jun 30, 2024Aug 9, 2024293$2.3B13F-HR
Q1 2024Mar 31, 2024May 15, 2024295$2.3B13F-HR
Q4 2023Dec 31, 2023Feb 9, 2024278$2.1B13F-HR
Q3 2023Sep 30, 2023Nov 8, 2023258$1.9B13F-HR
Q2 2023Jun 30, 2023Jul 26, 2023242$1.9B13F-HR
Q1 2023Mar 31, 2023May 11, 2023254$1.8B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023234$1.7B13F-HR
Q3 2022Sep 30, 2022Nov 10, 2022231$1.5B13F-HR
Q2 2022Jun 30, 2022Aug 4, 2022244$1.6B13F-HR
Q1 2022Mar 31, 2022May 13, 2022246$1.5B13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022244$1.6B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021237$1.4B13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021219$1.3B13F-HR
Q1 2021Mar 31, 2021May 14, 2021204$453.9M13F-HR
Q4 2020Dec 31, 2020Feb 9, 2021198$405.8M13F-HR
Q3 2020Sep 30, 2020Nov 16, 2020187$329.4M13F-HR
Q2 2020Jun 30, 2020Aug 11, 2020177$331.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.