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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 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WBD WARNER BROS DISCOVERY INC Communication Services 258.0 $7K 0.00% NEW $25.28 +11.7%
42 CARNIVAL CORP LTD 238.0 $6K 0.00% NEW $27.14
43 HYS PIMCO ETF TR 69.0 $6K 0.00% NEW $92.57 -0.2%
44 FMDE FIDELITY COVINGTON TRUST 154.0 $6K 0.00% NEW $40.99 +2.8%
45 SPTL SPDR SERIES TRUST 239.0 $6K 0.00% NEW $25.49 -1.5%
46 EUHY ISHARES INC 108.0 $6K 0.00% NEW $53.39 -0.6%
47 BIL SPDR SERIES TRUST 60.0 $5K 0.00% NEW $91.63 -0.2%
48 SMH VANECK ETF TRUST 10.0 $5K 0.00% NEW $548.60 +3.4%
49 VTWO VANGUARD SCOTTSDALE FDS 46.0 $5K 0.00% NEW $118.43 +1.0%
50 XEMD BONDBLOXX ETF TRUST 114.0 $5K 0.00% NEW $44.44 -0.1%
51 DUPONT DE NEMOURS INC 33.0 $5K 0.00% NEW $139.97
52 SPEM SPDR INDEX SHS FDS 86.0 $4K 0.00% NEW $50.56 +5.6%
53 IEUR ISHARES TR 48.0 $4K 0.00% NEW $75.29 +3.0%
54 IAGG ISHARES TR 66.0 $3K 0.00% NEW $49.83 -0.2%
55 XLF SELECT SECTOR SPDR TR 57.0 $3K 0.00% NEW $56.89 +2.1%
56 BALI BLACKROCK ETF TRUST 92.0 $3K 0.00% NEW $33.68 +2.9%
57 IGLB ISHARES TR 51.0 $2K 0.00% NEW $48.31 -1.2%
58 ICVT ISHARES TR 21.0 $2K 0.00% NEW $113.48 +1.1%
59 SECU BLACKROCK ETF TRUST II 47.0 $2K 0.00% NEW $49.60 -0.6%
60 BINC BLACKROCK ETF TRUST II 44.0 $2K 0.00% NEW $51.91 -0.4%
Page 3 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%