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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 2 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 O REALTY INCOME CORP Real Estate 665.0 $44K 0.02% NEW $65.50 -6.5%
22 WMB WILLIAMS COS INC Energy 611.0 $43K 0.02% NEW $70.79 +4.7%
23 FE FIRSTENERGY CORP Utilities 859.0 $42K 0.01% NEW $49.32 -5.2%
24 USRT ISHARES TR 579.0 $40K 0.01% NEW $69.54 -6.0%
25 KEEL KEEL INFRASTRUCTURE CORP Technology 9,756.0 $40K 0.01% NEW $4.05 -14.3%
26 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 749.0 $38K 0.01% NEW $51.39 +2.4%
27 IUSV ISHARES TR 292.0 $33K 0.01% NEW $112.63 +1.8%
28 QXO QXO INC Industrials 2,302.0 $33K 0.01% NEW $14.13 -5.5%
29 IUSG ISHARES TR 176.0 $32K 0.01% NEW $181.20 +5.9%
30 XUDV FRANKLIN TEMPLETON ETF TR 734.0 $24K 0.01% NEW $32.68 +3.6%
31 SMTH ALPS ETF TR 624.0 $16K 0.01% NEW $25.38 -0.3%
32 XIDV FRANKLIN TEMPLETON ETF TR 377.0 $14K 0.01% NEW $37.89 +5.2%
33 MOBILITY GLOBAL INC 640.0 $13K 0.01% NEW $20.62
34 DBND DOUBLELINE ETF TRUST 264.0 $12K 0.00% NEW $44.99 -0.7%
35 SPACE EXPLORATION TECHN CORP 103.0 $12K 0.00% NEW $113.50
36 QUAL ISHARES TR 47.0 $10K 0.00% NEW $217.28 +2.4%
37 IDV ISHARES TR 230.0 $10K 0.00% NEW $43.30 +4.5%
38 PFFD GLOBAL X FDS 452.0 $8K 0.00% NEW $18.45 -1.0%
39 DES WISDOMTREE TR 168.0 $7K 0.00% NEW $40.85 -1.1%
40 USHY ISHARES TR 180.0 $7K 0.00% NEW $36.69 -0.2%
Page 2 of 6  ·  111 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%