Meramec Financial Planners, LLC

Q2 2026 13F-HR Holdings

Location
Saint Louis, MO
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
550
Total value ($000)
$273,706
Net value change ($000)
+21,584 (8.6%)
New positions
112
Sold out positions
80
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IWD 3,358 24.4%
AAPL 2,503 24.5%
IWF 2,090 11.5%
VTV 1,561 12.6%
IVV 949 13.2%
LLY 794 615.5%
VBR 791 9.8%
VOE 601 5.4%
VUG 529 4.3%
EFV 500 12.0%
Top Reduces (Value $000, Stocks/ETFs)
DEM -1,522 -27.4%
RBLX -286 -21.7%
HON -250 -100.0%
ORCL -240 -32.4%
TJX -168 -10.9%
BND -132 -12.3%
WMT -111 -16.1%
VBK -69 -0.9%
SCHE -69 -3.9%
EPD -62 -56.9%
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