Meramec Financial Planners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$252.1M
Q ending 2026-03-31
Prior quarter
$256.6M
Q ending 2025-12-31
Change
-1.7% QoQ
Positions
520
reported holdings
Largest positions
Top 100 of 520 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IWF | Shares | $18.2M | 38K |
| Ishares Tr | IWD | Shares | $13.7M | 60K |
| Vanguard Index Fds | VOT | Shares | $13.4M | 47K |
| Vanguard Index Fds | VTV | Shares | $12.4M | 61K |
| Vanguard Index Fds | VUG | Shares | $12.2M | 25K |
| Vanguard Index Fds | VOE | Shares | $11.1M | 58K |
| Apple Inc | AAPL | Shares | $10.2M | 37K |
| Schwab Strategic Tr | SCHX | Shares | $9.3M | 334K |
| Vanguard Index Fds | VBR | Shares | $8.1M | 35K |
| Vanguard Index Fds | VBK | Shares | $7.3M | 22K |
| Ishares Tr | IVV | Shares | $7.2M | 10K |
| Ishares Tr | IEFA | Shares | $6.2M | 64K |
| Vanguard Index Fds | VO | Shares | $5.7M | 19K |
| Wisdomtree Tr | DEM | Shares | $5.6M | 106K |
| Ishares U S Etf Tr | NEAR | Shares | $5.1M | 99K |
| Vanguard Index Fds | VB | Shares | $5.0M | 18K |
| Ishares Tr | EFG | Shares | $4.8M | 40K |
| Ishares Tr | EFV | Shares | $4.2M | 53K |
| Schwab Strategic Tr | SCHG | Shares | $4.1M | 126K |
| Schwab Strategic Tr | SCHA | Shares | $3.8M | 119K |
| Schwab Strategic Tr | SCHM | Shares | $3.2M | 94K |
| Stifel Finl Corp | SF | Shares | $3.1M | 38K |
| Ishares Inc | IEMG | Shares | $3.0M | 39K |
| Vanguard Index Fds | VV | Shares | $2.8M | 8K |
| Ishares Tr | IWN | Shares | $2.7M | 13K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.7M | 4K |
| Ishares Tr | IWB | Shares | $2.2M | 6K |
| Schwab Strategic Tr | SCHF | Shares | $2.0M | 76K |
| Etf Ser Solutions | DSTL | Shares | $1.8M | 30K |
| Schwab Strategic Tr | SCHE | Shares | $1.8M | 50K |
| Microsoft Corp | MSFT | Shares | $1.6M | 4K |
| Ishares Tr | IWO | Shares | $1.6M | 4K |
| Tjx Cos Inc New | TJX | Shares | $1.5M | 10K |
| Schwab Strategic Tr | SCHV | Shares | $1.5M | 46K |
| Roblox Corp | RBLX | Shares | $1.3M | 21K |
| Ishares Tr | SCZ | Shares | $1.3M | 15K |
| Johnson & Johnson | JNJ | Shares | $1.2M | 5K |
| Vanguard Index Fds | VNQ | Shares | $1.1M | 12K |
| Vanguard Bd Index Fds | BND | Shares | $1.1M | 14K |
| Select Sector Spdr Tr | XLE | Shares | $1.0M | 19K |
| Amazon Com Inc | AMZN | Shares | $1.0M | 4K |
| Ishares Tr | ICF | Shares | $909K | 13K |
| Ishares Tr | ICSH | Shares | $894K | 18K |
| Exxon Mobil Corp | XOM | Shares | $849K | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $825K | 2K |
| Tortoise Capital Series Trus | TBLU | Shares | $824K | 16K |
| Ishares Tr | IVW | Shares | $813K | 6K |
| Nvidia Corporation | NVDA | Shares | $781K | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $747K | 2K |
| Oracle Corp | ORCL | Shares | $740K | 4K |
| Abbvie Inc | ABBV | Shares | $723K | 4K |
| Ishares Tr | IWM | Shares | $693K | 3K |
| Walmart Inc | WMT | Shares | $691K | 5K |
| Procter & Gamble Co | PG | Shares | $658K | 5K |
| Alphabet Inc | GOOG | Shares | $625K | 2K |
| Ishares Tr | EFA | Shares | $607K | 6K |
| Ishares Tr | IJT | Shares | $548K | 3K |
| Merck & Co Inc | MRK | Shares | $535K | 5K |
| Vanguard Index Fds | VTI | Shares | $514K | 1K |
| The Cigna Group | CI | Shares | $514K | 2K |
| Alphabet Inc | GOOGL | Shares | $482K | 1K |
| Vanguard Tax-Managed Fds | VEA | Shares | $481K | 7K |
| Ishares Tr | IVE | Shares | $473K | 2K |
| Home Depot Inc | HD | Shares | $469K | 1K |
| Philip Morris Intl Inc | PM | Shares | $465K | 3K |
| Rtx Corporation | RTX | Shares | $459K | 2K |
| Ishares Tr | IJR | Shares | $428K | 3K |
| Ishares Tr | IWR | Shares | $413K | 4K |
| Vanguard Specialized Funds | VIG | Shares | $406K | 2K |
| Ishares Tr | IJK | Shares | $400K | 4K |
| Select Sector Spdr Tr | XLK | Shares | $399K | 3K |
| Ishares Tr | IWS | Shares | $392K | 3K |
| Meta Platforms Inc | META | Shares | $376K | 560 |
| Union Pac Corp | UNP | Shares | $365K | 1K |
| Bny Mellon Etf Trust Ii | BKDV | Shares | $365K | 12K |
| Coca Cola Co | KO | Shares | $362K | 5K |
| Dimensional Etf Trust | DFIV | Shares | $356K | 6K |
| Enterprise Finl Svcs Corp | EFSC | Shares | $353K | 6K |
| Morgan Stanley | MS | Shares | $350K | 2K |
| Pepsico Inc | PEP | Shares | $349K | 2K |
| Citigroup Inc | C | Shares | $334K | 3K |
| Caterpillar Inc | CAT | Shares | $334K | 418 |
| Ishares Tr | IJS | Shares | $332K | 3K |
| Ameren Corp | AEE | Shares | $330K | 3K |
| Spdr Series Trust | SDY | Shares | $329K | 2K |
| Emerson Elec Co | EMR | Shares | $328K | 2K |
| Cisco Sys Inc | CSCO | Shares | $325K | 4K |
| Abbott Laboratories | ABT | Shares | $322K | 3K |
| Vanguard Whitehall Fds | VYM | Shares | $317K | 2K |
| Johnson Controls Internation | Shares | $313K | 2K | |
| Bank America Corp | BAC | Shares | $308K | 6K |
| Spdr Index Shs Fds | SPDW | Shares | $297K | 6K |
| Invesco Exch Traded Fd Tr Ii | CGW | Shares | $296K | 5K |
| Ishares Tr | IWP | Shares | $296K | 2K |
| Vanguard Intl Equity Index F | VWO | Shares | $296K | 5K |
| Allstate Corp | ALL | Shares | $295K | 1K |
| Nextera Energy Inc | NEE | Shares | $281K | 3K |
| Select Sector Spdr Tr | XLB | Shares | $279K | 5K |
| Chevron Corporation | CVX | Shares | $275K | 2K |
| Sprott Asset Management Lp | CEF | Shares | $271K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.