Plancorp, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports a total of 460 distinct equity securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with a significant portion of the assets allocated to various Dimensional Fund Advisors (DFA) ETFs. Major positions include the Dimensional ETF Trust International Core Equity ETF, which holds 159,950,857 shares, and the Dimensional ETF Trust US Core Equity Market ETF, which holds 55,612,763 shares. Other notable DFA ETFs in the portfolio include the Dimensional ETF Trust Emerging Markets Core ETF, holding 46,227,910 shares, and the Dimensional ETF Trust US Large Cap Core ETF, holding 361,454,857 shares.
In addition to ETFs, the filing lists several individual company stocks. Apple Inc. is listed with 42,963,916 shares, while Microsoft is not explicitly listed in the provided text. Other individual stock holdings include NVIDIA (1,871,294 shares), Amazon.com Inc. (10,899,972 shares), and Berkshire Hathaway Inc. Class B (9,855,260 shares). The filing also includes positions in various other large-cap technology, healthcare, and energy companies, as well as a small allocation to a Grayscale Bitcoin Trust.
