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Planning Strategies Inc.’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Planning Strategies Inc.’s Portfolio TCAF Stock Details TCAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.62M Buy
+136,760
New +$5.41M 3.51% 5

Other funds holding TCAF

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Planning Strategies Inc.'s TCAF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q2 2026: 136,760 shares worth $5.62M. The stake represents 3.51% of the portfolio and ranks #5 among its holdings.

144 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

  • Planning Strategies Inc. held 136,760 shares of T. Rowe Price Capital Appreciation Equity ETF worth $5.62M as of Q2 2026.
  • T. Rowe Price Capital Appreciation Equity ETF was a new Planning Strategies Inc. position in Q2 2026.
  • T. Rowe Price Capital Appreciation Equity ETF made up 3.51% of Planning Strategies Inc.'s portfolio in Q2 2026, its #5 holding.
  • 144 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.