Plancorp LLC
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Plancorp LLC’s Alpha Architect US Equity ETF AAUS Stock Holding History

Plancorp LLC’s Portfolio AAUS Stock Details AAUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12M Sell
198,075
-472
-0.2% -$28.8K 0.27% 44
2026
Q2 		$11.9M Sell
198,547
-482,951
-71% -$28M 0.29% 40
2026
Q1 		$37.2M Sell
681,498
-11,231
-2% -$614K 1.06% 18
2025
Q4 		$38.2M Sell
692,729
-1,934
-0.3% -$106K 1.15% 16
2025
Q3 		$37.5M Buy
+694,663
New +$36.1M 1.18% 16

Other funds holding AAUS

Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
Seed Wealth Management
Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
One Degree Advisors
One Degree Advisors San Diego, California $466M AUM 13.31% 1-Year Est. Return
Soundwatch Capital
Soundwatch Capital Rowayton, Connecticut $911M AUM 15.27% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Quarry Hill Advisors
Quarry Hill Advisors St Paul, Minnesota $269M AUM 17.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Plancorp LLC's AAUS Position: Q3 2026 in Review

Plancorp LLC reduced its Alpha Architect US Equity ETF (AAUS) stake by 0.24% in Q3 2026, selling an estimated $28.8K and leaving 198,075 shares worth $12M. The position accounts for 0.27% of the portfolio, ranked #44.

Plancorp LLC first reported a position in AAUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $38.2M in Q4 2025. 22 funds tracked by Wall St. Rank hold AAUS as of Q3 2026.

  • Plancorp LLC held 198,075 shares of Alpha Architect US Equity ETF worth $12M as of Q3 2026.
  • Plancorp LLC sold 472 Alpha Architect US Equity ETF shares in Q3 2026, an estimated $28.8K.
  • Alpha Architect US Equity ETF made up 0.27% of Plancorp LLC's portfolio in Q3 2026, its #44 holding.
  • Plancorp LLC first reported a position in Alpha Architect US Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Plancorp LLC's Alpha Architect US Equity ETF position peaked at $38.2M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Alpha Architect US Equity ETF as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.