Meramec Financial Planners, LLC

CIK 0002100778 · SAINT LOUIS, MO · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Meramec Financial Planners, LLC reported 550 positions worth $273.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IWF (7.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$273.7M
2026 Q2
Positions
550
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.0%
Est. Net Flow (Q)
2026 Q2
10 / 550 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IWFISHARES TRSH$20.3M7.41%173,170
2IWDISHARES TRSH$17.1M6.25%68,485
3VTVVANGUARD INDEX FDSSH$14.0M5.11%63,038
4VOTVANGUARD INDEX FDSSH$13.6M4.96%46,077
5VUGVANGUARD INDEX FDSSH$12.8M4.66%152,920
6AAPLAPPLE INCSH$12.7M4.65%37,781
7VOEVANGUARD INDEX FDSSH$11.7M4.28%57,072
8SCHXSCHWAB STRATEGIC TRSH$9.5M3.47%325,625
9VBRVANGUARD INDEX FDSSH$8.9M3.24%36,141
10IVVISHARES TRSH$8.1M2.97%10,952

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Meramec Financial Planners, LLC hold as of Q2 2026?

Meramec Financial Planners, LLC reported 550 positions worth $273.7M in its Q2 2026 13F filing. Largest positions: IWF (7.4%), IWD (6.2%), VTV (5.1%), VOT (5.0%) and VUG (4.7%).

What did Meramec Financial Planners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Meramec Financial Planners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.