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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 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AHYB AMERICAN CENTY ETF TR 154 $7K 0.00% SOLD
22 QGRO AMERICAN CENTY ETF TR 65 $7K 0.00% SOLD
23 EL LAUDER ESTEE COS INC Consumer Defensive 67 $7K 0.00% SOLD
24 VTIP VANGUARD MALVERN FDS 122 $6K 0.00% SOLD
25 HTO H2O AMERICA Utilities 107 $6K 0.00% SOLD
26 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 57 $5K 0.00% SOLD
27 SLYV SPDR SERIES TRUST 44 $4K 0.00% SOLD
28 PDBC INVESCO ACTVELY MNGD ETC FD 304 $4K 0.00% SOLD
29 ALKT ALKAMI TECHNOLOGY INC Technology 170 $3K 0.00% SOLD
30 RYN RAYONIER INC Real Estate 124 $3K 0.00% SOLD
31 OMEX ODYSSEY MARINE EXPL INC Industrials 63 $103.0 SOLD
32 PATH UIPATH INC Technology 7 $91.0 SOLD
33 NU NU HLDGS LTD Financial Services 4 $70.0 SOLD
34 SMCI SUPER MICRO COMPUTER INC Technology 1 $35.0 SOLD
Page 2 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%