Meramec Financial Planners, LLC

All 13F Filings

Location
Saint Louis, MO
Most recent 13F
Q2 2026
Holdings value ($000)
273,706
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/28/2026 550 273,706 13F-HR Meramec Financial Planners, LLC
Q1 2026 4/27/2026 520 252,122 13F-HR Meramec Financial Planners, LLC
Q4 2025 2/10/2026 518 256,574 13F-HR Meramec Financial Planners, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 60.96 K 22.3% 7.879 K 0 7.879 K
ETFs 212.7 K 77.7% 13.81 K 0 13.81 K
Debt 0 0.0% 0 102 -102
Other 32 0.0% 0 1 -1
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Fund Snapshot

Q2 2026
Latest filed
7/28/2026
Total value ($000)
273,706
Holdings
550
QoQ value change ($000)
21,584 (8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.