Meramec Financial Planners, LLC

CIK

2100778

Location

SAINT LOUIS, MO

Portfolio Value

Micro $56,635,228

Diversification

Diversified

Filing Date

Global Rank

#7,060 / 8,700 ▼ 1201

Top Industry

Consumer Electronics 20.5%

Period ended 3 months ago

Filed Jul 29, 2026 · 47d

3 quarters · since Dec 2025

Portfolio Concentration

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

Top Position

19.3%

−9.2 pts

Top 5

34.5%

−37.5 pts

Top 10

45.5%

−33.8 pts

HHI

495

Diversified−1,101

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.6%	$16,785,399	53
Financial Services	16.2%	$9,164,032	50
Healthcare	11.8%	$6,661,202	48
Industrials	7.8%	$4,416,251	50
Consumer Cyclical	7.3%	$4,118,931	30
Consumer Defensive	7.2%	$4,075,975	25
Unclassified	5.8%	$3,290,658	10
Communication Services	5.0%	$2,827,511	15
Energy	3.7%	$2,118,172	16
Utilities	3.7%	$2,085,998	19
Real Estate	1.2%	$705,772	12
Basic Materials	0.7%	$385,327	14

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+5,317	8,431	$203,018
T	At&T Inc.	+5,266	15,570	$322,299
XOM	ExxonMobil Holdings Corp	+2,941	8,690	$1,188,096
WY	Weyerhaeuser Co	+2,751	2,756	$65,978
GIS	General Mills Inc	+2,553	3,303	$114,944
EFSC	Enterprise Financial Services Corp	+2,301	8,337	$549,241
AEE	Ameren Corp	+1,744	4,711	$532,531
SLB	Slb Limited/Nv	+1,571	2,335	$108,554
SR	Spire Inc	+1,313	2,630	$205,376
AMZN	Amazon Com Inc	+1,158	5,259	$1,253,429
VZ	Verizon Communications Inc	+1,109	1,166	$49,368
UPS	United Parcel Service Inc	+1,060	2,348	$252,410
EMR	Emerson Electric Co	+1,001	3,234	$462,947
PG	PROCTER & GAMBLE Co	+978	5,531	$811,065
MSFT	Microsoft Corp	+955	4,865	$1,814,742
JPM	Jpmorgan Chase & Co	+933	3,288	$1,076,261
IP	International Paper Co /New/	+919	1,091	$41,567
PEP	Pepsico Inc	+884	3,104	$420,281
HD	Home Depot, Inc.	+781	2,118	$746,976
BRK-B	Berkshire Hathaway Inc	+746	2,494	$1,247,972
D	Dominion Energy, Inc	+676	681	$46,505
JNJ	Johnson & Johnson	+667	5,778	$1,467,438
LLY	ELI LILLY & Co	+631	771	$924,760
CVX	Chevron Corp	+629	2,132	$353,400
KMB	Kimberly Clark Corp	+616	1,241	$136,224
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AIRJW	AirJoule Technologies Corp.	−30,000	30,000	$166,200
IVZ	Invesco Ltd.	−9,157	15	$395
GOOGL	Alphabet Inc.	−1,959	1,334	$476,731
EPD	Enterprise Products Partners L.P.	−1,734	1,224	$44,994
BCE	Bce Inc	−1,594	3,480	$74,854
DOW	Dow Inc.	−1,191	1,833	$50,150
TJX	Tjx Companies Inc /De/	−870	8,782	$1,330,473
CMCSA	Comcast Corp	−812	4,767	$117,029
HON	Honeywell International Inc	−549	541	$121,129
OPEN	Opendoor Technologies Inc.	−519	5,200	$24,024
NEE	Nextera Energy Inc	−505	2,553	$224,076
GGG	Graco Inc	−474	131	$9,904
KEY	Keycorp /New/	−290	17	$391
WMT	Walmart Inc.	−217	5,189	$587,706
CEF	Sprott Physical Gold & Silver Trust	−204	5,220	$210,000
C	Citigroup Inc	−174	2,339	$327,366
MS	Morgan Stanley	−164	1,673	$349,723
F	Ford Motor Co	−145	150	$2,085
CSCO	Cisco Systems, Inc.	−145	3,558	$417,922
UL	Unilever PLC	−141	2,299	$138,215
OTIS	Otis Worldwide Corp	−131	214	$15,322
CBSH	Commerce Bancshares Inc /Mo/	−124	661	$38,172
SPY	Spdr S&P 500 ETF Trust	−114	3,661	$2,733,924
BROS	Dutch Bros Inc.	−104	50	$3,590
JCI	Johnson Controls International plc	−102	2,120	$309,753
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ETR	Entergy Corp /De/	1,600	$183,776
MET	Metlife Inc	1,940	$164,143
TVTX	Travere Therapeutics, Inc.	2,275	$129,242
SO	Southern Co	1,333	$127,581
HONA	Honeywell Aerospace Inc.	541	$119,452
DE	Deere & Co	141	$89,440
KR	Kroger Co	1,600	$88,848
MAS	Masco Corp /De/	1,032	$83,973
PPL	PPL Corp	2,240	$81,424
FCX	Freeport-Mcmoran Inc	1,230	$77,354
COF	Capital One Financial Corp	300	$60,186
KEEL	Keel Infrastructure Corp.	9,756	$55,999
BMO	Bank Of Montreal /Can/	293	$51,773
SWK	Stanley Black & Decker, Inc.	513	$48,283
ENB	Enbridge Inc	843	$45,699
WMB	Williams Companies, Inc.	611	$45,421
OHI	Omega Healthcare Investors Inc	936	$44,628
UHT	Universal Health Realty Income Trust	1,012	$44,386
O	Realty Income Corp	665	$41,203
KHC	Kraft Heinz Co	1,744	$41,193
FE	Firstenergy Corp	859	$40,836
QXO	QXO, Inc.	2,302	$39,778
ARE	Alexandria Real Estate Equities, Inc.	749	$39,584
PRU	Prudential Financial Inc	364	$39,286
SPCX	Space Exploration Technologies Corp	103	$17,598
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	292,384	$59,392,456
AAXJ	iShares MSCI All Country Asia ex Japan ETF	388,053	$51,355,785
FNDA	Schwab Fundamental U.S. Small Company ETF	862,751	$24,039,293
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	117,049	$5,946,882
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	106,404	$5,294,397
—		16,988	$2,828,403
—		30,009	$1,736,920
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	21,310	$1,487,207
VIG	Vanguard Dividend Appreciation ETF	13,394	$1,413,979
BIV	Vanguard Intermediate-Term Bond ETF	14,890	$1,098,187
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	10,665	$847,787
TBLU	Tortoise Global Water ETF	15,511	$782,095
VEA	Vanguard FTSE Developed Markets ETF	6,936	$444,458
VEU	Vanguard FTSE All-World Ex-US ETF	6,782	$415,183
BEDY	BNY Mellon Enhanced Dividend and Income ETF	11,680	$346,428
DCOR	Dimensional US Core Equity 1 ETF	6,418	$338,742
VIGI	Vanguard International Dividend Appreciation ETF	2,370	$333,330
AGNG	Global X Funds Global X Aging Population ETF	5,201	$318,419
CWI	State Street SPDR MSCI ACWI ex-US ETF	6,015	$274,584
—		5,351	$267,389
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	3,697	$265,741
AIEQ	Amplify AI Powered Equity ETF	3,842	$228,535
FBCG	Fidelity Blue Chip Growth ETF	4,503	$227,296
ANEW	ProShares MSCI Transformational Changes ETF	2,057	$199,487
BNDW	Vanguard Total World Bond ETF	1,877	$110,055
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

342 tracked positions · $56,635,228 total · filing declares 581 positions · $273,705,909 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 342 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	37,781	+328	$10,932,309	+15.0%	19.30%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,661	-114	$2,733,924	+11.4%	4.83%
SF	Stifel Financial Corp Financial Services	Held	37,533	0	$2,618,677	−5.6%	4.62%
MSFT	Microsoft Corp Technology	Added	4,865	+955	$1,814,742	+25.4%	3.20%
JNJ	Johnson & Johnson Healthcare	Added	5,778	+667	$1,467,438	+17.5%	2.59%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	8,782	-870	$1,330,473	−13.7%	2.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,259	+1,158	$1,253,429	+46.8%	2.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,494	+746	$1,247,972	+49.0%	2.20%
XOM	ExxonMobil Holdings Corp Energy	Added	8,690	+2,941	$1,188,096	+21.8%	2.10%
RBLX	Roblox Corp Communication Services	Held	21,337	0	$1,160,306	−3.9%	2.05%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,288	+933	$1,076,261	+55.4%	1.90%
ABBV	AbbVie Inc. Healthcare	Added	3,729	+180	$938,365	+21.6%	1.66%
LLY	ELI LILLY & Co Healthcare	Added	771	+631	$924,760	+618.2%	1.63%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,531	+978	$811,065	+23.3%	1.43%
NVDA	Nvidia Corp Technology	Added	3,918	+52	$783,952	+16.3%	1.38%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,118	+781	$746,976	+69.9%	1.32%
ORCL	Oracle Corp Technology	Held	4,166	0	$610,527	−0.4%	1.08%
MU	Micron Technology Inc Technology	Added	522	+1	$602,539	+242.3%	1.06%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,189	-217	$587,706	−12.5%	1.04%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,542	-25	$583,647	+6.2%	1.03%
EFSC	Enterprise Financial Services Corp Financial Services	Added	8,337	+2,301	$549,241	+68.2%	0.97%
AEE	Ameren Corp Utilities	Added	4,711	+1,744	$532,531	+63.3%	0.94%
CI	Cigna Group Healthcare	Added	1,918	+82	$528,754	+8.0%	0.93%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,876	-74	$520,297	+6.7%	0.92%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,334	-1,959	$476,731	−49.6%	0.84%
EMR	Emerson Electric Co Industrials	Added	3,234	+1,001	$462,947	+58.2%	0.82%
CAT	Caterpillar Inc Industrials	Held	418	0	$445,128	+50.3%	0.79%
RTX	RTX Corp Industrials	Reduced	2,286	-56	$433,722	−4.0%	0.77%
PEP	Pepsico Inc Consumer Defensive	Added	3,104	+884	$420,281	+21.9%	0.74%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,558	-145	$417,922	+45.5%	0.74%
KO	Coca Cola Co Consumer Defensive	Held	4,790	0	$389,283	+6.9%	0.69%
UNP	Union Pacific Corp Industrials	Reduced	1,422	-27	$386,784	+10.0%	0.68%
CVX	Chevron Corp Energy	Added	2,132	+629	$353,400	+13.6%	0.62%
MS	Morgan Stanley Financial Services	Reduced	1,673	-164	$349,723	+15.7%	0.62%
C	Citigroup Inc Financial Services	Reduced	2,339	-174	$327,366	+14.9%	0.58%
ALL	Allstate Corp Financial Services	Held	1,373	0	$326,691	+14.8%	0.58%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	5,661	-42	$322,563	+16.0%	0.57%
T	At&T Inc. Communication Services	Added	15,570	+5,266	$322,299	+7.9%	0.57%
META	Meta Platforms, Inc. Communication Services	Added	562	+2	$316,568	−1.2%	0.56%
JCI	Johnson Controls International plc Industrials	Reduced	2,120	-102	$309,753	+6.5%	0.55%
ABT	Abbott Laboratories Healthcare	Reduced	3,331	-18	$302,254	−12.1%	0.53%
QCOM	Qualcomm Inc/De Technology	Reduced	1,552	-26	$286,794	+41.1%	0.51%
QQQ	Invesco Qqq Trust, Series 1	Reduced	385	-11	$283,513	+24.0%	0.50%
MO	Altria Group, Inc. Consumer Defensive	Reduced	3,862	-30	$277,870	+8.2%	0.49%
DUK	Duke Energy CORP Utilities	Added	2,147	+71	$271,767	−0.0%	0.48%
UPS	United Parcel Service Inc Industrials	Added	2,348	+1,060	$252,410	+99.2%	0.45%
GD	General Dynamics Corp Industrials	Reduced	700	-20	$247,968	+0.3%	0.44%
NVS	Novartis AG Healthcare	Reduced	1,554	-51	$243,542	−0.7%	0.43%
CB	Chubb Ltd Financial Services	Reduced	708	-16	$241,243	+2.2%	0.43%
TFC	Truist Financial Corp Financial Services	Added	4,806	+535	$239,434	+22.0%	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.