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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 5 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWS ISHARES TR 2,407.0 $403K 0.15% -94.0 -3.8% $167.46 +1.7%
82 KO COCA COLA CO Consumer Defensive 4,790.0 $403K 0.15% $84.07 +4.8%
83 IJK ISHARES TR 3,539.0 $402K 0.15% -83.0 -2.3% $113.63 -0.2%
84 T AT&T INC Communication Services 15,570.0 $380K 0.14% +5K +51.1% $24.42 +5.1%
85 DFIV DIMENSIONAL ETF TRUST 6,513.0 $366K 0.13% +95.0 +1.5% $56.19 +4.9%
86 CAT CATERPILLAR INC Industrials 418.0 $365K 0.13% $873.28 -6.8%
87 MS MORGAN STANLEY Financial Services 1,673.0 $359K 0.13% -164.0 -8.9% $214.56 +1.5%
88 ALL ALLSTATE CORP Financial Services 1,373.0 $359K 0.13% $261.27 -0.7%
89 SDY SPDR SERIES TRUST 2,264.0 $355K 0.13% +61.0 +2.8% $156.64 -0.5%
90 BAC BANK OF AMER CORP Financial Services 5,661.0 $352K 0.13% -42.0 -0.7% $62.13 +0.9%
91 VYM VANGUARD WHITEHALL FDS 2,147.0 $349K 0.13% +105.0 +5.1% $162.73 +0.9%
92 ABT ABBOTT LABORATORIES Healthcare 3,331.0 $348K 0.13% -18.0 -0.5% $104.49 +3.7%
93 IJS ISHARES TR 2,476.0 $337K 0.12% -111.0 -4.3% $136.20 +1.0%
94 META META PLATFORMS INC Communication Services 562.0 $334K 0.12% $594.24 +3.8%
95 C CITIGROUP INC Financial Services 2,339.0 $311K 0.11% -174.0 -6.9% $133.10 +3.5%
96 JCI JOHNSON CONTROLS INTERNATION Industrials 2,120.0 $304K 0.11% -102.0 -4.6% $143.39 +1.1%
97 SPDW SPDR INDEX SHS FDS 6,100.0 $302K 0.11% +85.0 +1.4% $49.59 +5.5%
98 IWP ISHARES TR 2,191.0 $301K 0.11% +55.0 +2.6% $137.51 +1.6%
99 CGW INVESCO EXCH TRADED FD TR II 4,607.0 $298K 0.11% +105.0 +2.3% $64.64 +0.0%
100 MO ALTRIA GROUP INC Consumer Defensive 3,862.0 $281K 0.10% -30.0 -0.8% $72.88 -5.5%
Page 5 of 28  ·  550 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%