Meramec Financial Planners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Meramec Financial Planners, Llc disclosed 546 stock positions valued at approximately $273.71M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 546
- Portfolio Value
- $273.71M
Holdings by Sector
Meramec Financial Planners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWF | Other | 7.41% | 173,170 | +134,848 | +351.88% | $20,283,382 |
| ISHARES TR | IWD | Other | 6.25% | 68,485 | +8,010 | +13.25% | $17,103,389 |
| VANGUARD INDEX FDS | VTV | Other | 5.11% | 63,038 | +2,251 | +3.70% | $13,976,776 |
| VANGUARD INDEX FDS | VOT | Other | 4.96% | 46,077 | -774 | -1.65% | $13,579,374 |
| VANGUARD INDEX FDS | VUG | Other | 4.66% | 152,920 | +128,109 | +516.34% | $12,750,484 |
| APPLE INC | AAPL | Technology | 4.65% | 37,781 | +328 | +0.88% | $12,728,626 |
| VANGUARD INDEX FDS | VOE | Other | 4.28% | 57,072 | -534 | -0.93% | $11,726,564 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.47% | 325,625 | -8,774 | -2.62% | $9,495,211 |
| VANGUARD INDEX FDS | VBR | Other | 3.24% | 36,141 | +1,472 | +4.25% | $8,879,480 |
| ISHARES TR | IVV | Other | 2.97% | 10,952 | +864 | +8.56% | $8,132,611 |
| VANGUARD INDEX FDS | VBK | Other | 2.64% | 20,989 | -558 | -2.59% | $7,215,986 |
| ISHARES TR | IEFA | Other | 2.33% | 65,808 | +2,260 | +3.56% | $6,372,194 |
| VANGUARD INDEX FDS | VO | Other | 2.23% | 75,258 | +56,651 | +304.46% | $6,096,661 |
| ISHARES U S ETF TR | NEAR | Other | 1.91% | 103,366 | +3,990 | +4.02% | $5,214,337 |
| VANGUARD INDEX FDS | VB | Other | 1.88% | 17,358 | -197 | -1.12% | $5,153,317 |
| ISHARES TR | EFG | Other | 1.85% | 42,415 | +2,716 | +6.84% | $5,076,212 |
| ISHARES TR | EFV | Other | 1.71% | 58,796 | +5,483 | +10.28% | $4,677,201 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.58% | 128,812 | +3,213 | +2.56% | $4,325,500 |
| WISDOMTREE TR | DEM | Other | 1.47% | 75,590 | -30,424 | -28.70% | $4,030,449 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.38% | 111,652 | -6,884 | -5.81% | $3,781,642 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.18% | 92,435 | -1,391 | -1.48% | $3,232,440 |
| STIFEL FINL CORP | SF | Financial Services | 1.13% | 37,533 | - | - | $3,091,594 |
| ISHARES INC | IEMG | Other | 1.12% | 39,591 | +664 | +1.71% | $3,062,424 |
| VANGUARD INDEX FDS | VV | Other | 1.04% | 8,379 | -94 | -1.11% | $2,848,546 |
| ISHARES TR | IWN | Other | 0.99% | 12,210 | -1,035 | -7.81% | $2,712,642 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.99% | 3,661 | -114 | -3.02% | $2,705,528 |
| ISHARES TR | IWB | Other | 0.83% | 5,602 | +8 | +0.14% | $2,265,771 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.77% | 77,377 | +1,357 | +1.79% | $2,099,251 |
| MICROSOFT CORP | MSFT | Technology | 0.69% | 4,865 | +955 | +24.42% | $1,893,027 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.66% | 52,679 | +6,701 | +14.57% | $1,804,770 |
Showing 30 of 546 holdings in the latest reporting period.