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Portfolio (Quarterly) Guide ↗

Meramec Financial Planners, LLC

· CIK 0002100778
13F Portfolio $252M AUM 551 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 58 Added 102 Reduced 34 Exited
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 SO SOUTHERN CO Utilities 1,350 $122K 0.05% SOLD
2 AWK AMERICAN WTR WKS CO INC NEW Utilities 414 $51K 0.02% SOLD
3 PFXF VANECK ETF TRUST 1,928 $35K 0.01% SOLD
4 ACLC AMERICAN CENTY ETF TR 393 $31K 0.01% SOLD
5 GOVT ISHARES TR 1,328 $31K 0.01% SOLD
6 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,263 $30K 0.01% SOLD
7 BITFARMS LTD 9,756 $21K 0.01% SOLD
8 MBB ISHARES TR 214 $20K 0.01% SOLD
9 TIDAL TRUST II 2,550 $15K 0.01% SOLD
10 XEL XCEL ENERGY INC Utilities 196 $15K 0.01% SOLD
11 IUSG ISHARES TR 86 $14K 0.01% SOLD
12 QUAL ISHARES TR 62 $13K 0.01% SOLD
13 QINT AMERICAN CENTY ETF TR 167 $11K 0.00% SOLD
14 FCX FREEPORT-MCMORAN INC Basic Materials 177 $11K 0.00% SOLD
15 KORP AMERICAN CENTY ETF TR 184 $9K 0.00% SOLD
16 VONV VANGUARD SCOTTSDALE FDS 88 $9K 0.00% SOLD
17 VALQ AMERICAN CENTY ETF TR 124 $9K 0.00% SOLD
18 IUSV ISHARES TR 80 $9K 0.00% SOLD
19 STC STEWART INFORMATION SVCS COR Financial Services 107 $8K 0.00% SOLD
20 PAYC PAYCOM SOFTWARE INC Technology 56 $7K 0.00% SOLD
Page 1 of 2  ·  34 positions
Sector Allocation
Technology 33.1%
Financial Services 22.1%
Healthcare 10.3%
Industrials 8.0%
Consumer Cyclical 7.7%
Consumer Defensive 6.8%
Communication Services 4.6%
Energy 3.2%
Utilities 2.6%
Real Estate 0.9%