Meramec Financial Planners, LLC

Q3 2026 13F-HR Holdings

Location
Saint Louis, MO
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
489
Total value ($000)
$293,945
Net value change ($000)
+20,239 (7.4%)
New positions
27
Sold out positions
88
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VTV 2,659 19.0%
VUG 2,608 20.5%
SPY 2,254 83.3%
IWD 1,728 10.1%
XOM 1,442 NEW
IGF 1,378 1640.5%
IVW 1,257 150.0%
EVTR 1,149 1320.7%
EFV 1,027 22.0%
VCSH 1,004 50200.0%
Top Reduces (Value $000, Stocks/ETFs)
VOT -1,884 -13.9%
XOM -1,345 -100.0%
RBLX -1,029 -99.6%
EFSC -547 -100.0%
SF -414 -13.4%
VOE -354 -3.0%
VB -333 -6.5%
VBK -318 -4.4%
DEM -276 -6.8%
SCHA -233 -6.2%
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