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Portfolio (Quarterly) Guide ↗

Meramec Financial Planners, LLC

· CIK 0002100778
13F Portfolio $274M AUM 581 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 111 New 134 Added 92 Reduced 81 Exited
Page 1 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 173,170.0 $20.3M 7.41% +135K +351.9% $117.13 +5.4%
2 IWD ISHARES TR 68,485.0 $17.1M 6.25% +8K +13.2% $249.74 +3.2%
3 VTV VANGUARD INDEX FDS 63,038.0 $14.0M 5.11% +2K +3.7% $221.72 +2.1%
4 VUG VANGUARD INDEX FDS 152,920.0 $12.8M 4.66% +128K +516.3% $83.38 +6.1%
5 AAPL APPLE INC Technology 37,781.0 $12.7M 4.65% +328.0 +0.9% $336.91 -5.0%
6 VBR VANGUARD INDEX FDS 36,141.0 $8.9M 3.24% +1K +4.2% $245.69 +0.6%
7 IVV ISHARES TR 10,952.0 $8.1M 2.97% +864.0 +8.6% $742.57 +4.2%
8 IEFA ISHARES TR 65,808.0 $6.4M 2.33% +2K +3.6% $96.83 +4.4%
9 VO VANGUARD INDEX FDS 75,258.0 $6.1M 2.23% +57K +304.5% $81.01 +1.6%
10 NEAR ISHARES U S ETF TR 103,366.0 $5.2M 1.91% +4K +4.0% $50.45 -0.2%
11 EFG ISHARES TR 42,415.0 $5.1M 1.85% +3K +6.8% $119.68 +4.1%
12 EFV ISHARES TR 58,796.0 $4.7M 1.71% +5K +10.3% $79.55 +4.3%
13 SCHG SCHWAB STRATEGIC TR 128,812.0 $4.3M 1.58% +3K +2.6% $33.58 +5.8%
14 IEMG ISHARES INC 39,591.0 $3.1M 1.12% +664.0 +1.7% $77.35 +8.1%
15 SCHF SCHWAB STRATEGIC TR 77,377.0 $2.1M 0.77% +1K +1.8% $27.13 +5.3%
16 MSFT MICROSOFT CORP Technology 4,865.0 $1.9M 0.69% +955.0 +24.4% $389.11 +28.4%
17 SCHV SCHWAB STRATEGIC TR 52,679.0 $1.8M 0.66% +7K +14.6% $34.26 +1.6%
18 JNJ JOHNSON & JOHNSON Healthcare 5,778.0 $1.5M 0.56% +667.0 +13.1% $265.95 +3.5%
19 XOM EXXON MOBIL CORP Energy 8,690.0 $1.3M 0.49% +3K +51.2% $154.77 +3.0%
20 BERKSHIRE HATHAWAY INC DEL 2,494.0 $1.2M 0.45% +746.0 +42.7% $497.18
Page 1 of 7  ·  134 positions

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 33.0%
Financial Services 21.0%
Healthcare 12.0%
Industrials 7.5%
Consumer Defensive 7.1%
Consumer Cyclical 7.1%
Energy 4.1%
Utilities 3.3%
Communication Services 3.0%
Real Estate 1.3%