St. Louis Financial Planners Asset Management, LLC

CIK

1966171

Location

CHESTERFIELD, MO

Portfolio Value

Small $118,892,666

Diversification

Diversified

Filing Date

Global Rank

#285 / 567 ▲ 5641

Top Industry

Semiconductors 23.7%

3Y Alpha vs SPY

+3.6%

Period ended 13 days ago

Filed Jul 7, 2026 · 6d

15 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+89.3%

SPY

+73.9%

Annualised alpha

+3.5%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

27 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.5%

+4.0 pts

Top 5

32.1%

+2.4 pts

Top 10

52.1%

−0.6 pts

HHI

465

Diversified+27

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	49.6%	$58,963,638	11
Healthcare	15.0%	$17,877,854	4
Financial Services	14.6%	$17,310,481	6
Consumer Defensive	7.5%	$8,948,698	2
Consumer Cyclical	7.0%	$8,349,193	2
Industrials	6.3%	$7,442,802	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	+8,336	39,955	$3,301,881
CRM	Salesforce, Inc.	+7,652	21,429	$3,357,067
PG	PROCTER & GAMBLE Co	+5,082	30,930	$4,535,575
IBM	International Business Machines Corp	+3,659	14,234	$4,002,743
MRK	Merck & Co., Inc.	+3,031	38,510	$4,948,535
HD	Home Depot, Inc.	+1,845	13,861	$4,888,497
KO	Coca Cola Co	+1,658	54,302	$4,413,123
AMZN	Amazon Com Inc	+1,030	14,520	$3,460,696
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
JNJ	Johnson & Johnson	−14,058	13,521	$3,433,928
WDC	Western Digital Corp	−6,483	12,184	$7,782,164
MU	Micron Technology Inc	−6,237	11,831	$13,656,404
AMD	Advanced Micro Devices Inc	−2,355	11,101	$6,448,681
AAPL	Apple Inc.	−109	11,831	$3,423,418
CSCO	Cisco Systems, Inc.	−87	33,711	$3,959,694
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	12,368	$5,359,425
ABBV	AbbVie Inc.	19,202	$4,831,991
INTC	Intel Corp	34,191	$4,774,089
ABT	Abbott Laboratories	51,393	$4,663,400
GE	General Electric Co	10,682	$3,992,183
C	Citigroup Inc	25,148	$3,519,714
V	Visa Inc.	10,176	$3,491,283
RTX	RTX Corp	18,187	$3,450,619
AXP	American Express Co	10,201	$3,450,488
MS	Morgan Stanley	16,065	$3,358,227
NVDA	Nvidia Corp	16,341	$3,269,670
PLTR	Palantir Technologies Inc.	25,116	$2,930,283
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	21,175	$4,381,107
XOM	ExxonMobil Holdings Corp	25,655	$4,352,627
WBD	Warner Bros. Discovery, Inc.	152,377	$4,184,272
PEP	Pepsico Inc	26,531	$4,119,998
NEM	NEWMONT Corp /DE/	32,990	$3,571,167
GOOGL	Alphabet Inc.	12,043	$3,463,085
NFLX	Netflix Inc	30,928	$2,973,727
WMT	Walmart Inc.	22,442	$2,789,091
ORCL	Oracle Corp	17,505	$2,575,160
BAC	Bank Of America Corp /De/	50,972	$2,484,885
CVS	CVS HEALTH Corp	11,562	$830,382
MNST	Monster Beverage Corp	11,159	$808,581
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 positions · $118,892,666 total · as of Jun 30, 2026

All sectors Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MU	Micron Technology Inc Technology	Reduced	11,831	-6,237	$13,656,404	+123.7%	11.49%
WDC	Western Digital Corp Technology	Reduced	12,184	-6,483	$7,782,164	+54.1%	6.55%
AMD	Advanced Micro Devices Inc Technology	Reduced	11,101	-2,355	$6,448,681	+135.6%	5.42%
LRCX	Lam Research Corp Technology	NEW	12,368	NEW	$5,359,425	NEW	4.51%
MRK	Merck & Co., Inc. Healthcare	Added	38,510	+3,031	$4,948,535	+16.0%	4.16%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,861	+1,845	$4,888,497	+23.7%	4.11%
ABBV	AbbVie Inc. Healthcare	NEW	19,202	NEW	$4,831,991	NEW	4.06%
INTC	Intel Corp Technology	NEW	34,191	NEW	$4,774,089	NEW	4.02%
ABT	Abbott Laboratories Healthcare	NEW	51,393	NEW	$4,663,400	NEW	3.92%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	30,930	+5,082	$4,535,575	+21.5%	3.81%
KO	Coca Cola Co Consumer Defensive	Added	54,302	+1,658	$4,413,123	+10.2%	3.71%
IBM	International Business Machines Corp Technology	Added	14,234	+3,659	$4,002,743	+56.2%	3.37%
GE	General Electric Co Industrials	NEW	10,682	NEW	$3,992,183	NEW	3.36%
CSCO	Cisco Systems, Inc. Technology	Reduced	33,711	-87	$3,959,694	+51.0%	3.33%
C	Citigroup Inc Financial Services	NEW	25,148	NEW	$3,519,714	NEW	2.96%
V	Visa Inc. Financial Services	NEW	10,176	NEW	$3,491,283	NEW	2.94%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,520	+1,030	$3,460,696	+23.2%	2.91%
RTX	RTX Corp Industrials	NEW	18,187	NEW	$3,450,619	NEW	2.90%
AXP	American Express Co Financial Services	NEW	10,201	NEW	$3,450,488	NEW	2.90%
JNJ	Johnson & Johnson Healthcare	Reduced	13,521	-14,058	$3,433,928	−49.1%	2.89%
AAPL	Apple Inc. Technology	Reduced	11,831	-109	$3,423,418	+13.0%	2.88%
MS	Morgan Stanley Financial Services	NEW	16,065	NEW	$3,358,227	NEW	2.82%
CRM	Salesforce, Inc. Technology	Added	21,429	+7,652	$3,357,067	+30.5%	2.82%
WFC	Wells Fargo & Company/Mn Financial Services	Added	39,955	+8,336	$3,301,881	+31.2%	2.78%
NVDA	Nvidia Corp Technology	NEW	16,341	NEW	$3,269,670	NEW	2.75%
PLTR	Palantir Technologies Inc. Technology	NEW	25,116	NEW	$2,930,283	NEW	2.46%
PSLV	Sprott Physical Silver Trust Financial Services	Held	10,010	0	$188,888	−22.6%	0.16%