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Portfolio (Quarterly) Guide ↗

St. Louis Financial Planners Asset Management, LLC

· CIK 0001966171
13F Portfolio $188M AUM 30 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 9 Added 7 Reduced 15 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIL SPDR SERIES TRUST 179,680.0 $16.4M 8.76% -382K -68.0% $91.44 +0.2%
2 MU MICRON TECHNOLOGY INC Technology 11,831.0 $11.5M 6.16% -6K -34.5% $975.63 -4.4%
3 WDC WESTERN DIGITAL CORP Technology 12,184.0 $6.6M 3.50% -6K -34.7% $539.04 -14.8%
4 AMD ADVANCED MICRO DEVICES INC Technology 11,101.0 $5.7M 3.06% -2K -17.5% $517.82 -10.1%
5 AAPL APPLE INC Technology 11,831.0 $3.7M 1.95% -109.0 -0.9% $308.65 +3.6%
6 JNJ JOHNSON & JOHNSON Healthcare 13,521.0 $3.6M 1.90% -14K -51.0% $263.05 +1.9%
7 TFLO ISHARES TR 61,513.0 $3.1M 1.66% -299K -82.9% $50.52 +0.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.6%
Healthcare 16.0%
Financial Services 15.4%
Consumer Defensive 8.0%
Consumer Cyclical 7.3%
Industrials 6.6%