Meramec Financial Planners, LLC

Q1 2026 13F-HR Holdings

Location
Saint Louis, MO
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
520
Total value ($000)
$252,122
Net value change ($000)
-4,452 (-1.7%)
New positions
35
Sold out positions
34
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWF 1,887 11.6%
IWD 970 7.6%
VUG 709 6.2%
SCHX 360 4.0%
SCHG 305 8.1%
ORCL 145 24.4%
VBK 131 1.8%
SCHWAB STRATEGIC TRUST 120 6.3%
AMZN 104 11.4%
QSR 101 NEW
Top Reduces (Value $000, Stocks/ETFs)
GE -705 -95.4%
SPY -681 -20.3%
DEM -454 -7.6%
VOE -434 -3.8%
VB -425 -7.8%
JPM -424 -36.2%
GEV -400 -98.0%
VBR -343 -4.1%
IEFA -334 -5.1%
IWB -322 -12.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type