Meramec Financial Planners, LLC

All 13F Filings

Location
Saint Louis, MO
Most recent 13F
Q1 2026
Holdings value ($000)
252,122
Description
Website
Founded
Chairman
CEO
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
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 53.08 K 21.1% 0 61.74 K -61.74 K
ETFs 198.9 K 78.9% 57.24 K 0 57.24 K
Debt 102 0.0% 11 0 11
Other 33 0.0% 33 0 33
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Fund Snapshot

Q1 2026
Latest filed
4/27/2026
Total value ($000)
252,122
Holdings
520
QoQ value change ($000)
-4,452 (-1.7%)
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.