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Portfolio (Quarterly) Guide ↗

Meramec Financial Planners, LLC

· CIK 0002100778
13F Portfolio $257M AUM 580 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 518 New
Page 2 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY SPDR S&P 500 ETF TR Financial Services 4,859.0 $3.4M 1.31% NEW $690.58 +5.7%
22 SF STIFEL FINL CORP Financial Services 25,022.0 $3.3M 1.27% NEW $130.61 -47.0%
23 SCHM SCHWAB STRATEGIC TR 97,358.0 $3.2M 1.24% NEW $32.64 +10.9%
24 IEMG ISHARES INC 41,767.0 $3.1M 1.20% NEW $73.67 +10.3%
25 VV VANGUARD INDEX FDS 9,183.0 $2.9M 1.14% NEW $317.60 +5.9%
26 IWN ISHARES TR 13,553.0 $2.7M 1.06% NEW $200.32 +10.6%
27 IWB ISHARES TR 6,590.0 $2.5M 0.97% NEW $378.58 +5.8%
28 DSTL ETF SER SOLUTIONS 34,098.0 $2.1M 0.82% NEW $61.53 -2.3%
29 SCHE SCHWAB STRATEGIC TR 56,619.0 $2.0M 0.77% NEW $34.95 +1.6%
30 SCHF SCHWAB STRATEGIC TR 73,682.0 $1.9M 0.75% NEW $25.97 +5.5%
31 IWO ISHARES TR 5,335.0 $1.8M 0.71% NEW $339.48 +14.4%
32 MSFT MICROSOFT CORP Technology 3,894.0 $1.6M 0.61% NEW $401.10 -7.0%
33 TJX TJX COS INC NEW Consumer Cyclical 9,671.0 $1.5M 0.59% NEW $155.86 -0.4%
34 RBLX ROBLOX CORP Technology 21,337.0 $1.4M 0.55% NEW $66.42 -28.4%
35 SCZ ISHARES TR 16,798.0 $1.4M 0.55% NEW $83.23 -1.3%
36 SCHV SCHWAB STRATEGIC TR 43,255.0 $1.4M 0.54% NEW $32.09 +7.5%
37 JNJ JOHNSON & JOHNSON Healthcare 5,125.0 $1.2M 0.48% NEW $239.99 +6.1%
38 JPM JPMORGAN CHASE & CO. Financial Services 3,631.0 $1.2M 0.46% NEW $322.42 +2.1%
39 TBLU TORTOISE CAPITAL SERIES TRUS 20,302.0 $1.1M 0.44% NEW $55.52 -7.0%
40 VNQ VANGUARD INDEX FDS 11,426.0 $1.1M 0.41% NEW $92.25 +6.9%
Page 2 of 26  ·  518 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 31.0%
Financial Services 23.0%
Healthcare 10.4%
Industrials 8.7%
Consumer Defensive 7.4%
Consumer Cyclical 6.9%
Communication Services 4.2%
Utilities 3.6%
Energy 3.3%
Real Estate 0.9%