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Equibles

Meramec Financial Planners, LLC

Registered adviser
Location
SAINT LOUIS, MO
Portfolio Value
Small $273,450,494
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,522 / 8,827 ▲ 100
Top Industry
Consumer Electronics 20.0%
Period ended 4 months ago
Filed Jul 29, 2026 · 3mo
3 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Registered adviser
Form ADV roster, Nov 1, 2026
Form ADV adviser
CRD 335112
Roster of Nov 1, 2026
Regulatory AUM
$1,126,899,736
Main clients
Individuals and high net worth (83% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
Rosters Regulatory AUM Main clients
Mar 2026 to Nov 2026 $1,126,899,736 Individuals and high net worth (83%)
Aug 2025 to Feb 2026 $1,278,000,000 Individuals and high net worth (88%)
Apr 2025 to Jul 2025 $0 —

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style
Concentrated
The top 10 positions are 80.8% of the book (60%+)
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Short horizon
Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 74.4%; sector active share 67.1% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

550 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
30.6%
−0.8 pts
Top 5
75.5%
+0.8 pts
Top 10
80.8%
−0.5 pts
HHI
1,887
Dec 2025 → Jun 2026 · range 1,792 – 1,887
Moderately concentrated+65

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 80.0% $218,795,692
Technology 6.1% $16,799,511
Financial Services 3.5% $9,688,507
Healthcare 2.4% $6,661,202
Industrials 1.6% $4,416,403
Consumer Cyclical 1.5% $4,118,931
Consumer Defensive 1.5% $4,075,975
Communication Services 1.3% $3,598,830
Energy 0.8% $2,118,172
Utilities 0.8% $2,085,998
Real Estate 0.3% $705,946
Basic Materials 0.1% $385,327

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
IWF +134,848 173,170 $21,502,518
VUG +128,109 152,920 $13,172,528
VO +56,651 75,258 $6,063,536
BKDV +9,979 21,659 $725,359
IWD +8,010 68,485 $16,602,818
SCHV +6,701 52,679 $1,833,755
— +6,360 7,967 $218,375
EFV +5,483 58,796 $4,500,833
PFE +5,317 8,431 $203,018
T +5,266 15,570 $322,299
NEAR +3,990 103,366 $5,236,521
SCHG +3,213 128,812 $4,358,998
XOM +2,941 8,690 $1,188,096
WY +2,751 2,756 $65,978
EFG +2,716 42,415 $5,277,274
GIS +2,553 3,303 $114,944
EFSC +2,301 8,337 $549,241
IEFA +2,260 65,808 $6,355,736
VTV +2,251 63,038 $13,737,870
AEE +1,744 4,711 $532,531
SLB +1,571 2,335 $108,554
VBR +1,472 36,141 $8,781,901
SCHF +1,357 77,377 $2,143,342
SR +1,313 2,630 $205,376
AMZN +1,158 5,259 $1,253,429

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
DEM −30,424 75,590 $4,065,986
SCHX −8,774 325,625 $9,583,143
SCHA −6,884 111,652 $4,033,986
— −2,269 27,740 $1,661,626
EPD −1,734 1,224 $44,994
SCHE −1,720 48,148 $1,745,845
BCE −1,594 3,480 $74,854
BND −1,503 12,952 $950,806
SCHM −1,391 92,435 $3,408,078
DOW −1,191 1,833 $50,150
— −1,035 12,210 $2,700,852
ICSH −928 16,745 $846,962
TJX −870 8,782 $1,330,473
CMCSA −812 4,767 $117,029
VOT −774 46,077 $14,113,384
GSST −709 1,108 $56,037
VBK −558 20,989 $7,675,676
HON −549 541 $121,129
VOE −534 57,072 $11,277,426
VWO −516 4,503 $268,784
SCZ −506 14,584 $1,199,825
NEE −505 2,553 $224,076
EFA −493 5,348 $555,550
GGG −474 131 $9,904
IJT −412 3,008 $537,228

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
ETR 1,600 $183,776
MET 1,940 $164,143
TVTX 2,275 $129,242
SO 1,333 $127,581
HONA 541 $119,604
DE 141 $89,440
KR 1,600 $88,848
EVTR 1,727 $87,576
MAS 1,032 $83,973
PPL 2,240 $81,424
FCX 1,230 $77,354
COF 300 $60,186
KEEL 9,756 $55,999
BMO 293 $51,773
SWK 513 $48,283
ENB 843 $45,699
WMB 611 $45,421
OHI 936 $44,628
UHT 1,012 $44,386
O 665 $41,203
KHC 1,744 $41,193
FE 859 $40,836
QXO 2,302 $39,778
ARE 749 $39,584
PRU 364 $39,286

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
FENI 1,319 $49,066
PAYX 522 $48,086
LOPE 83 $14,112
ENTG 119 $13,951
FIVE 61 $13,937
RBA 131 $12,556
PCTY 114 $12,316
FTEC 59 $12,274
MEDP 25 $12,004
ENSG 57 $11,485
FBTC 191 $11,274
HEI 41 $11,242
ROL 204 $10,895
PSX 58 $10,566
FNCL 146 $10,249
BSV 121 $9,487
PRVA 439 $9,030
KNSL 22 $7,516
GKOS 68 $7,320
CAR 50 $7,292
CASY 10 $7,278
WSO 20 $7,275
TECH 136 $7,107
KAI 24 $7,016
GWRE 46 $6,879

Portfolio Positions

Export CSV View 13F filing
550 tracked positions · $273,450,494 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 550 positions by value · page 1 of 11
Ticker Company Shares Value (USD) % of Portfolio History
IWF
iShares Russell 1000 Growth ETF
173,170 $21,502,518 7.86%
IWD
iShares Russell 1000 Value ETF
68,485 $16,602,818 6.07%
VOT
VANGUARD MID-CAP GROWTH INDEX FUND
46,077 $14,113,384 5.16%
VTV
VANGUARD VALUE INDEX FUND
63,038 $13,737,870 5.02%
VUG
VANGUARD GROWTH INDEX FUND
152,920 $13,172,528 4.82%
VOE
VANGUARD MID-CAP VALUE INDEX FUND
57,072 $11,277,426 4.12%
AAPL
Apple Inc.
Technology 		37,781 $10,932,309 4.00%
SCHX
Schwab U.S. Large-Cap ETF
325,625 $9,583,143 3.50%
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
36,141 $8,781,901 3.21%
IVV
iShares Core S&P 500 ETF
10,952 $8,201,843 3.00%
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
20,989 $7,675,676 2.81%
IEFA
iShares Core MSCI EAFE ETF
65,808 $6,355,736 2.32%
VO
VANGUARD MID-CAP INDEX FUND
75,258 $6,063,536 2.22%
EFG
iShares MSCI EAFE Growth ETF
42,415 $5,277,274 1.93%
VB
Vanguard Index Funds
17,358 $5,261,556 1.92%
NEAR
iShares Short Duration Bond Active ETF
103,366 $5,236,521 1.91%
EFV
iShares MSCI EAFE Value ETF
58,796 $4,500,833 1.65%
SCHG
Schwab U.S. Large-Cap Growth ETF
128,812 $4,358,998 1.59%
DEM
WisdomTree Emerging Markets High Dividend Fund
75,590 $4,065,986 1.49%
SCHA
Schwab U.S. Small-Cap ETF
111,652 $4,033,986 1.48%
SCHM
Schwab U.S. Mid-Cap ETF
92,435 $3,408,078 1.25%
IEMG
iShares Trust
39,591 $3,279,718 1.20%
VV
VANGUARD LARGE-CAP INDEX FUND
8,379 $2,881,621 1.05%
SPY
Spdr S&P 500 ETF Trust
3,661 $2,733,924 1.00%
12,210 $2,700,852 0.99%
SF
Stifel Financial Corp
Financial Services 		37,533 $2,618,677 0.96%
IWB
iShares Russell 1000 ETF
5,602 $2,294,018 0.84%
SCHF
Schwab International Equity ETF
77,377 $2,143,342 0.78%
SCHV
Schwab U.S. Large-Cap Value ETF
52,679 $1,833,755 0.67%
MSFT
Microsoft Corp
Technology 		4,865 $1,814,742 0.66%
SCHE
Schwab Emerging Markets Equity ETF
48,148 $1,745,845 0.64%
27,740 $1,661,626 0.61%
IWO
iShares Russell 2000 Growth ETF
4,187 $1,649,510 0.60%
JNJ
Johnson & Johnson
Healthcare 		5,778 $1,467,438 0.54%
TJX
Tjx Companies Inc
Consumer Cyclical 		8,782 $1,330,473 0.49%
AMZN
Amazon Com Inc
Consumer Cyclical 		5,259 $1,253,429 0.46%
BRK-B
Berkshire Hathaway Inc
Financial Services 		2,494 $1,247,972 0.46%
SCZ
iShares MSCI EAFE Small-Cap ETF
14,584 $1,199,825 0.44%
XOM
ExxonMobil Holdings Corp
Energy 		8,690 $1,188,096 0.43%
RBLX
Roblox Corp
Communication Services 		21,337 $1,160,306 0.42%
VNQ
VANGUARD REAL ESTATE INDEX FUND
11,796 $1,137,488 0.42%
JPM
Jpmorgan Chase & Co
Financial Services 		3,288 $1,076,261 0.39%
XLE
State Street(R) Energy Select Sector SPDR(R) ETF
18,664 $991,245 0.36%
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
12,952 $950,806 0.35%
ABBV
AbbVie Inc.
Healthcare 		3,729 $938,365 0.34%
LLY
ELI LILLY & Co
Healthcare 		771 $924,760 0.34%
ICF
iShares Select U.S. REIT ETF
13,657 $923,621 0.34%
IVW
iShares S&P 500 Growth ETF
6,334 $871,115 0.32%
ICSH
iShares Ultra Short Duration Bond Active ETF
16,745 $846,962 0.31%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		5,531 $811,065 0.30%

Showing the top 50 of 550 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.