Meramec Financial Planners
Latest statistics and disclosures from Meramec Financial Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, IWD, VTV, VOT, VUG, and represent 28.39% of Meramec Financial Planners's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$16M), VUG (+$11M), VO, IWD, LLY, IVV, VTV, XOM, EFV, MSFT.
- Started 111 new stock positions in QUAL, USIG, TVTX, SPSM, UTHR, HIG, FCX, SMH, XLV, ACGL.
- Reduced shares in these 10 stocks: DEM, SCHX, Honeywell International, SCHA, IWN, VOT, VBK, DSTL, TJX, VOE.
- Sold out of its positions in AAON, ACVA, AGYS, ALRM, ALGN, AMTM, CAR, BOH, TECH, OWL.
- Meramec Financial Planners was a net buyer of stock by $40M.
- Meramec Financial Planners has $274M in assets under management (AUM), dropping by 8.56%.
- Central Index Key (CIK): 0002100778
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Portfolio Holdings for Meramec Financial Planners
Meramec Financial Planners holds 550 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Meramec Financial Planners has 550 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Meramec Financial Planners June 30, 2026 positions
- Download the Meramec Financial Planners June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 7.4 | $20M | +351% | 173k | 117.13 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 6.2 | $17M | +13% | 69k | 249.74 |
|
| Vanguard Index Fds Value Etf (VTV) | 5.1 | $14M | +3% | 63k | 221.72 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 5.0 | $14M | 46k | 294.71 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 4.7 | $13M | +516% | 153k | 83.38 |
|
| Apple (AAPL) | 4.7 | $13M | 38k | 336.91 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 4.3 | $12M | 57k | 205.47 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.5 | $9.5M | -2% | 326k | 29.16 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.2 | $8.9M | +4% | 36k | 245.69 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $8.1M | +8% | 11k | 742.57 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.6 | $7.2M | -2% | 21k | 343.79 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $6.4M | +3% | 66k | 96.83 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.2 | $6.1M | +304% | 75k | 81.01 |
|
| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 1.9 | $5.2M | +4% | 103k | 50.45 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.9 | $5.2M | 17k | 296.88 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.9 | $5.1M | +6% | 42k | 119.68 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.7 | $4.7M | +10% | 59k | 79.55 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.6 | $4.3M | +2% | 129k | 33.58 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 1.5 | $4.0M | -28% | 76k | 53.32 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.4 | $3.8M | -5% | 112k | 33.87 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.2 | $3.2M | 92k | 34.97 |
|
|
| Stifel Financial (SF) | 1.1 | $3.1M | 38k | 82.37 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.1 | $3.1M | 40k | 77.35 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.0 | $2.8M | 8.4k | 339.96 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 1.0 | $2.7M | -7% | 12k | 222.17 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $2.7M | -3% | 3.7k | 739.01 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $2.3M | 5.6k | 404.46 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $2.1M | 77k | 27.13 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $1.9M | +24% | 4.9k | 389.11 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.7 | $1.8M | +14% | 53k | 34.26 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.7 | $1.8M | -7% | 28k | 64.39 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.6 | $1.7M | -3% | 48k | 35.65 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $1.6M | -6% | 4.2k | 373.57 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.5M | +13% | 5.8k | 265.95 |
|
| TJX Companies (TJX) | 0.5 | $1.4M | -9% | 8.8k | 156.38 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $1.3M | +51% | 8.7k | 154.77 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.2M | +42% | 2.5k | 497.18 |
|
| Amazon (AMZN) | 0.4 | $1.2M | +28% | 5.3k | 231.39 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $1.2M | -3% | 15k | 83.28 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $1.2M | 12k | 100.54 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.2M | +39% | 3.3k | 356.20 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.4 | $1.1M | 19k | 58.36 |
|
|
| Roblox Corp Cl A (RBLX) | 0.4 | $1.0M | 21k | 48.42 |
|
|
| Abbvie (ABBV) | 0.4 | $958k | +5% | 3.7k | 256.91 |
|
| Ishares Tr Select Us Reit (ICF) | 0.3 | $956k | 14k | 69.98 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $939k | -10% | 13k | 72.46 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $923k | +450% | 771.00 | 1197.59 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.3 | $846k | -5% | 17k | 50.50 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $838k | 6.3k | 132.33 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $822k | +21% | 5.5k | 148.64 |
|
| Tortoise Capital Series Trus Global Water Etf (TBLU) | 0.3 | $777k | -2% | 15k | 51.21 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $770k | 3.9k | 196.52 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $768k | +4% | 2.6k | 292.91 |
|
| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.3 | $730k | +85% | 22k | 33.68 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $713k | +17% | 2.2k | 326.63 |
|
| Home Depot (HD) | 0.3 | $712k | +58% | 2.1k | 336.06 |
|
| Merck & Co (MRK) | 0.2 | $594k | 4.5k | 130.76 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $580k | -4% | 5.2k | 111.75 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $573k | +6% | 1.6k | 365.06 |
|
| Philip Morris International (PM) | 0.2 | $563k | -2% | 2.9k | 195.66 |
|
| Cigna Corp (CI) | 0.2 | $558k | +4% | 1.9k | 290.96 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $556k | -8% | 5.3k | 103.90 |
|
| Enterprise Financial Services (EFSC) | 0.2 | $547k | +38% | 8.3k | 65.66 |
|
| Ameren Corporation (AEE) | 0.2 | $528k | +58% | 4.7k | 112.11 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $519k | -12% | 3.0k | 172.59 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $500k | +3% | 7.1k | 70.00 |
|
| Oracle Corporation (ORCL) | 0.2 | $500k | 4.2k | 119.90 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $499k | -2% | 2.3k | 218.42 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $498k | 2.1k | 232.38 |
|
|
| Emerson Electric (EMR) | 0.2 | $483k | +44% | 3.2k | 149.30 |
|
| Micron Technology (MU) | 0.2 | $470k | 522.00 | 900.22 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $454k | 2.6k | 174.29 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $448k | -2% | 3.1k | 145.51 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $439k | 4.0k | 109.97 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $436k | -6% | 1.3k | 326.68 |
|
| Pepsi (PEP) | 0.2 | $434k | +39% | 3.1k | 139.78 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $431k | 1.8k | 239.93 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $426k | 1.4k | 299.30 |
|
|
| Cisco Systems (CSCO) | 0.1 | $408k | -3% | 3.6k | 114.57 |
|
| Chevron Corporation (CVX) | 0.1 | $405k | +41% | 2.1k | 190.00 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $403k | -3% | 2.4k | 167.46 |
|
| Coca-Cola Company (KO) | 0.1 | $403k | 4.8k | 84.07 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $402k | -2% | 3.5k | 113.63 |
|
| At&t (T) | 0.1 | $380k | +51% | 16k | 24.42 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $366k | 6.5k | 56.19 |
|
|
| Caterpillar (CAT) | 0.1 | $365k | 418.00 | 873.28 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $359k | -8% | 1.7k | 214.56 |
|
| Allstate Corporation (ALL) | 0.1 | $359k | 1.4k | 261.27 |
|
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $355k | +2% | 2.3k | 156.64 |
|
| Bank of America Corporation (BAC) | 0.1 | $352k | 5.7k | 62.13 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $349k | +5% | 2.1k | 162.73 |
|
| Abbott Laboratories (ABT) | 0.1 | $348k | 3.3k | 104.49 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $337k | -4% | 2.5k | 136.20 |
|
| Meta Platforms Cl A (META) | 0.1 | $334k | 562.00 | 594.24 |
|
|
| Citigroup Com New (C) | 0.1 | $311k | -6% | 2.3k | 133.10 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $304k | -4% | 2.1k | 143.39 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $303k | 6.1k | 49.59 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $301k | +2% | 2.2k | 137.51 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $298k | +2% | 4.6k | 64.64 |
|
| Altria (MO) | 0.1 | $282k | 3.9k | 72.88 |
|
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.1 | $281k | 2.1k | 136.36 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $278k | +9% | 3.7k | 74.78 |
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.1 | $277k | 5.4k | 51.39 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $277k | +3% | 2.1k | 128.81 |
|
| General Dynamics Corporation (GD) | 0.1 | $273k | -2% | 700.00 | 389.33 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $265k | +82% | 2.3k | 112.95 |
|
| Qualcomm (QCOM) | 0.1 | $264k | 1.6k | 170.04 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $263k | -2% | 385.00 | 681.72 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $262k | -10% | 4.5k | 58.23 |
|
| Chubb (CB) | 0.1 | $254k | -2% | 708.00 | 358.91 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $251k | +12% | 4.8k | 52.12 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $243k | -3% | 1.6k | 156.11 |
|
| Target Corporation (TGT) | 0.1 | $235k | 1.7k | 140.31 |
|
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| Broadcom (AVGO) | 0.1 | $231k | -5% | 602.00 | 383.22 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $229k | +395% | 8.0k | 28.74 |
|
| Nextera Energy (NEE) | 0.1 | $227k | -16% | 2.6k | 88.83 |
|
| S&p Global (SPGI) | 0.1 | $224k | 510.00 | 439.83 |
|
|
| Visa Com Cl A (V) | 0.1 | $223k | 615.00 | 362.53 |
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| Spire (SR) | 0.1 | $217k | +99% | 2.6k | 82.45 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $211k | -3% | 5.2k | 40.50 |
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| Pfizer (PFE) | 0.1 | $208k | +170% | 8.4k | 24.67 |
|
| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.1 | $207k | 4.7k | 44.39 |
|
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| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.1 | $200k | 1.9k | 106.23 |
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| ConocoPhillips (COP) | 0.1 | $198k | +35% | 1.7k | 115.60 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $195k | 348.00 | 559.53 |
|
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| Boeing Company (BA) | 0.1 | $192k | +12% | 909.00 | 211.50 |
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| Travelers Companies (TRV) | 0.1 | $188k | -3% | 482.00 | 390.35 |
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| MetLife (MET) | 0.1 | $185k | NEW | 1.9k | 95.19 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $184k | 1.2k | 148.50 |
|
|
| Amplify Etf Tr Etho Cli Lea Etf (ETHO) | 0.1 | $184k | 2.3k | 78.71 |
|
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| Entergy Corporation (ETR) | 0.1 | $182k | NEW | 1.6k | 113.76 |
|
| Genuine Parts Company (GPC) | 0.1 | $178k | +15% | 1.4k | 127.70 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $177k | +2% | 7.8k | 22.83 |
|
| Cipher Mining (CIFR) | 0.1 | $177k | 8.2k | 21.65 |
|
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| Automatic Data Processing (ADP) | 0.1 | $176k | 690.00 | 254.98 |
|
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| Medtronic SHS (MDT) | 0.1 | $174k | 2.1k | 84.22 |
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| Peak (DOC) | 0.1 | $168k | 7.5k | 22.52 |
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| Air Products & Chemicals (APD) | 0.1 | $160k | +102% | 548.00 | 292.58 |
|
| McDonald's Corporation (MCD) | 0.1 | $159k | +47% | 588.00 | 270.66 |
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| Wec Energy Group (WEC) | 0.1 | $158k | 1.4k | 113.78 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $154k | +41% | 2.6k | 58.03 |
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| Spdr Series Trust St Bloo High Etf (JNK) | 0.1 | $153k | +2% | 1.6k | 95.45 |
|
| Advanced Micro Devices (AMD) | 0.1 | $149k | 300.00 | 494.95 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $146k | 4.4k | 33.43 |
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| Unilever Spon Adr New (UL) | 0.1 | $141k | -5% | 2.3k | 61.37 |
|
| CSX Corporation (CSX) | 0.1 | $139k | 2.7k | 51.80 |
|
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| Kimberly-Clark Corporation (KMB) | 0.1 | $138k | +98% | 1.2k | 111.45 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $136k | +4% | 1.7k | 81.99 |
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| UnitedHealth (UNH) | 0.0 | $135k | -3% | 322.00 | 417.64 |
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| Lowe's Companies (LOW) | 0.0 | $134k | 632.00 | 211.55 |
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| Honeywell International (HON) | 0.0 | $133k | NEW | 541.00 | 245.75 |
|
| Iren Ordinary Shares (IREN) | 0.0 | $132k | 3.6k | 36.29 |
|
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $131k | +54% | 2.3k | 56.65 |
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| Airjoule Technologies Corp Cl A (AIRJ) | 0.0 | $130k | 30k | 4.33 |
|
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| Travere Therapeutics (TVTX) | 0.0 | $129k | NEW | 2.3k | 56.68 |
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| Southern Company (SO) | 0.0 | $129k | NEW | 1.3k | 96.48 |
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| Waste Connections (WCN) | 0.0 | $127k | 752.00 | 169.35 |
|
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| Consolidated Edison (ED) | 0.0 | $127k | +51% | 1.1k | 111.50 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $125k | 2.6k | 48.16 |
|
|
| General Mills (GIS) | 0.0 | $121k | +340% | 3.3k | 36.61 |
|
| Cardinal Health (CAH) | 0.0 | $121k | +90% | 527.00 | 229.26 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $120k | -2% | 1.6k | 76.01 |
|
| SLB Com Stk (SLB) | 0.0 | $120k | +205% | 2.3k | 51.53 |
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| Vici Pptys (VICI) | 0.0 | $119k | 4.4k | 26.75 |
|
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| Marathon Petroleum Corp (MPC) | 0.0 | $115k | 368.00 | 312.35 |
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| Health Sciences Acq Corp 2 (OBIO) | 0.0 | $115k | 30k | 3.82 |
|
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| Canadian Pacific Kansas City (CP) | 0.0 | $114k | 1.3k | 91.40 |
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| Honeywell Aerospace (HONA) | 0.0 | $114k | NEW | 541.00 | 210.83 |
|
| Crown Castle Intl (CCI) | 0.0 | $112k | +44% | 1.5k | 74.13 |
|
| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.0 | $111k | 444.00 | 249.61 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $110k | 199.00 | 552.95 |
|
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| Omni (OMC) | 0.0 | $109k | -2% | 1.3k | 82.41 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $109k | -14% | 4.8k | 22.80 |
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| Costco Wholesale Corporation (COST) | 0.0 | $105k | +266% | 110.00 | 951.58 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $103k | 638.00 | 162.10 |
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| Waste Management (WM) | 0.0 | $103k | 431.00 | 237.90 |
|
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| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $102k | +17% | 1.2k | 86.99 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $100k | +35% | 946.00 | 105.80 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $97k | 140.00 | 692.85 |
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| Kroger (KR) | 0.0 | $93k | NEW | 1.6k | 57.98 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $91k | -4% | 1.2k | 74.41 |
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| Amplify Etf Tr Block Techn Etf (BLOK) | 0.0 | $89k | 1.5k | 60.43 |
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| Deere & Company (DE) | 0.0 | $88k | NEW | 141.00 | 625.02 |
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| Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR) | 0.0 | $87k | NEW | 1.7k | 50.19 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $85k | 431.00 | 197.00 |
|
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| Masco Corporation (MAS) | 0.0 | $84k | NEW | 1.0k | 81.16 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $84k | +313% | 1.3k | 66.86 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.0 | $83k | 2.5k | 33.12 |
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| Becton, Dickinson and (BDX) | 0.0 | $81k | -2% | 512.00 | 158.92 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $81k | +40% | 498.00 | 163.15 |
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| PPL Corporation (PPL) | 0.0 | $81k | NEW | 2.2k | 36.01 |
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| Diageo Spon Adr New (DEO) | 0.0 | $79k | 932.00 | 85.16 |
|
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| Freeport Mcmoran CL B (FCX) | 0.0 | $77k | NEW | 1.2k | 62.72 |
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| Zoetis Cl A (ZTS) | 0.0 | $75k | 970.00 | 76.92 |
|
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| Bce Com New (BCE) | 0.0 | $74k | -31% | 3.5k | 21.24 |
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| Glacier Ban (GBCI) | 0.0 | $72k | 1.5k | 49.00 |
|
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| Metropcs Communications (TMUS) | 0.0 | $71k | +3930% | 403.00 | 177.21 |
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| 3M Company (MMM) | 0.0 | $71k | 400.00 | 178.23 |
|
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| Weyerhaeuser Com New (WY) | 0.0 | $66k | +55020% | 2.8k | 23.91 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $64k | 555.00 | 114.55 |
|
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $63k | 2.6k | 24.76 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $63k | +137% | 645.00 | 97.64 |
|
| Global X Fds Rene En Prod Etf (RNRG) | 0.0 | $63k | 1.8k | 34.79 |
|
|
| Capital One Financial (COF) | 0.0 | $62k | NEW | 300.00 | 207.05 |
|
| International Business Machines (IBM) | 0.0 | $61k | 282.00 | 216.28 |
|
|
| Netflix (NFLX) | 0.0 | $58k | +20% | 818.00 | 70.40 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $57k | 244.00 | 234.62 |
|
|
| Amgen (AMGN) | 0.0 | $56k | +50% | 150.00 | 376.26 |
|
| Starbucks Corporation (SBUX) | 0.0 | $56k | -9% | 543.00 | 103.65 |
|
| Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST) | 0.0 | $56k | -39% | 1.1k | 50.52 |
|
| Verizon Communications (VZ) | 0.0 | $55k | +1945% | 1.2k | 47.32 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $55k | +6% | 300.00 | 183.29 |
|
| Dow (DOW) | 0.0 | $53k | -39% | 1.8k | 28.75 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $52k | NEW | 293.00 | 178.51 |
|
| Ishares Tr Esg Sele Scr Etf (XJR) | 0.0 | $52k | 1.0k | 51.53 |
|
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $51k | 1.0k | 50.11 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $51k | 87.00 | 580.00 |
|
|
| Tesla Motors (TSLA) | 0.0 | $50k | 162.00 | 309.22 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $50k | 1.4k | 36.77 |
|
|
| Servicenow (NOW) | 0.0 | $49k | 460.00 | 105.56 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $49k | -26% | 774.00 | 62.65 |
|
| Stanley Black & Decker (SWK) | 0.0 | $48k | NEW | 513.00 | 94.17 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $48k | NEW | 936.00 | 51.40 |
|
| Dominion Resources (D) | 0.0 | $48k | +13520% | 681.00 | 70.27 |
|
| American Express Company (AXP) | 0.0 | $48k | 143.00 | 334.27 |
|
|
| Cummins (CMI) | 0.0 | $48k | 72.00 | 661.85 |
|
|
| Soluna Holdings Com New (SLNH) | 0.0 | $48k | 39k | 1.23 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $47k | +22% | 315.00 | 149.28 |
|
| Enbridge (ENB) | 0.0 | $47k | NEW | 843.00 | 55.35 |
|
| Enterprise Products Partners (EPD) | 0.0 | $47k | -58% | 1.2k | 38.12 |
|
| International Paper Company (IP) | 0.0 | $46k | +534% | 1.1k | 42.41 |
|
| Kraft Heinz (KHC) | 0.0 | $46k | NEW | 1.7k | 26.22 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $45k | 1.0k | 44.00 |
|
|
| McKesson Corporation (MCK) | 0.0 | $45k | 53.00 | 845.53 |
|
|
| Universal Health Rlty Income Sh Ben Int (UHT) | 0.0 | $45k | NEW | 1.0k | 44.28 |
|
| Ge Aerospace Com New (GE) | 0.0 | $45k | +10% | 123.00 | 361.62 |
|
| Prudential Financial (PRU) | 0.0 | $44k | NEW | 364.00 | 121.89 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $44k | -25% | 753.00 | 58.82 |
|
| Carrier Global Corporation (CARR) | 0.0 | $44k | 635.00 | 69.33 |
|
|
| Realty Income (O) | 0.0 | $44k | NEW | 665.00 | 65.50 |
|
| Williams Companies (WMB) | 0.0 | $43k | NEW | 611.00 | 70.79 |
|
| Live Nation Entertainment (LYV) | 0.0 | $43k | 239.00 | 179.40 |
|
|
| PNC Financial Services (PNC) | 0.0 | $43k | 171.00 | 249.64 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $43k | +26% | 416.00 | 102.24 |
|
| FirstEnergy (FE) | 0.0 | $42k | NEW | 859.00 | 49.32 |
|
| Danaher Corporation (DHR) | 0.0 | $42k | +4% | 215.00 | 196.50 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $42k | 794.00 | 52.93 |
|
|
| Equifax (EFX) | 0.0 | $42k | +4% | 235.00 | 176.96 |
|
| Trustco Bk Corp N Y Com New (TRST) | 0.0 | $41k | 712.00 | 57.41 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $40k | NEW | 579.00 | 69.54 |
|
Past Filings by Meramec Financial Planners
SEC 13F filings are viewable for Meramec Financial Planners going back to 2025
- Meramec Financial Planners 2026 Q2 filed July 29, 2026
- Meramec Financial Planners 2026 Q1 filed April 27, 2026
- Meramec Financial Planners 2025 Q4 filed Feb. 10, 2026