Meramec Financial Planners, Llc Portfolio Stock Holdings
Meramec Financial Planners, Llc disclosed 520 stock positions valued at approximately $252.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 520
- Portfolio Value
- $252.1M
Holdings by Sector
Meramec Financial Planners, Llc Portfolio Holdings in Q1 2026
496 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWF | Other | 7.22% | 38,322 | +2,629 | +7.37% | $18,192,633 |
| ISHARES TR | IWD | Other | 5.45% | 60,475 | +3,590 | +6.31% | $13,745,372 |
| VANGUARD INDEX FDS | VOT | Other | 5.31% | 46,851 | -1,695 | -3.49% | $13,385,900 |
| VANGUARD INDEX FDS | VTV | Other | 4.92% | 60,787 | -145 | -0.24% | $12,415,767 |
| VANGUARD INDEX FDS | VUG | Other | 4.85% | 24,811 | +243 | +0.99% | $12,221,389 |
| VANGUARD INDEX FDS | VOE | Other | 4.41% | 57,606 | -2,886 | -4.77% | $11,125,968 |
| APPLE INC | AAPL | Technology | 4.06% | 37,453 | -344 | -0.91% | $10,226,365 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.71% | 334,399 | +4,360 | +1.32% | $9,349,794 |
| VANGUARD INDEX FDS | VBR | Other | 3.21% | 34,669 | -1,656 | -4.56% | $8,087,507 |
| VANGUARD INDEX FDS | VBK | Other | 2.89% | 21,547 | -1,063 | -4.70% | $7,285,185 |
| ISHARES TR | IVV | Other | 2.85% | 10,088 | -640 | -5.97% | $7,183,757 |
| ISHARES TR | IEFA | Other | 2.45% | 63,548 | -4,411 | -6.49% | $6,166,670 |
| VANGUARD INDEX FDS | VO | Other | 2.28% | 18,607 | -665 | -3.45% | $5,738,995 |
| WISDOMTREE TR | DEM | Other | 2.20% | 106,014 | -13,014 | -10.93% | $5,551,957 |
| ISHARES U S ETF TR | NEAR | Other | 2.01% | 99,376 | +1,926 | +1.98% | $5,065,176 |
| VANGUARD INDEX FDS | VB | Other | 1.99% | 17,555 | -2,092 | -10.65% | $5,023,797 |
| ISHARES TR | EFG | Other | 1.92% | 39,699 | -1,329 | -3.24% | $4,832,246 |
| ISHARES TR | EFV | Other | 1.66% | 53,313 | -2,093 | -3.78% | $4,176,531 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.62% | 125,599 | +4,033 | +3.32% | $4,086,981 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.52% | 118,536 | -5,809 | -4.67% | $3,842,923 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.26% | 93,826 | -3,532 | -3.63% | $3,183,512 |
| STIFEL FINL CORP | SF | Financial Services | 1.22% | 37,533 | +12,511 | +50.00% | $3,064,945 |
| ISHARES INC | IEMG | Other | 1.20% | 38,927 | -2,840 | -6.80% | $3,018,415 |
| VANGUARD INDEX FDS | VV | Other | 1.09% | 8,473 | -710 | -7.73% | $2,760,023 |
| ISHARES TR | IWN | Other | 1.09% | 13,245 | -308 | -2.27% | $2,749,512 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.06% | 3,775 | -1,084 | -22.31% | $2,675,292 |
| ISHARES TR | IWB | Other | 0.86% | 5,594 | -996 | -15.11% | $2,173,319 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.81% | 76,020 | +2,338 | +3.17% | $2,034,304 |
| ETF SER SOLUTIONS | DSTL | Other | 0.72% | 30,009 | -4,089 | -11.99% | $1,819,435 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.71% | 49,868 | -6,751 | -11.92% | $1,784,789 |
| MICROSOFT CORP | MSFT | Technology | 0.65% | 3,910 | +16 | +0.41% | $1,634,810 |
| ISHARES TR | IWO | Other | 0.63% | 4,462 | -873 | -16.36% | $1,600,472 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.61% | 9,652 | -19 | -0.20% | $1,541,328 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.59% | 45,978 | +2,723 | +6.30% | $1,475,443 |
| ROBLOX CORP | RBLX | Communication Services | 0.52% | 21,337 | - | - | $1,319,267 |
| ISHARES TR | SCZ | Other | 0.51% | 15,090 | -1,708 | -10.17% | $1,276,486 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.47% | 5,111 | -14 | -0.27% | $1,179,057 |
| VANGUARD INDEX FDS | VNQ | Other | 0.45% | 11,606 | +180 | +1.58% | $1,126,163 |
| VANGUARD BD INDEX FDS | BND | Other | 0.42% | 14,455 | +858 | +6.31% | $1,069,788 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.40% | 18,530 | +116 | +0.63% | $1,020,462 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.40% | 4,101 | -243 | -5.59% | $1,018,197 |
| ISHARES TR | ICF | Other | 0.36% | 13,419 | -959 | -6.67% | $909,395 |
| ISHARES TR | ICSH | Other | 0.35% | 17,673 | +685 | +4.03% | $894,094 |
| EXXON MOBIL CORP | XOM | Energy | 0.34% | 5,749 | -958 | -14.28% | $848,968 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.33% | 1,748 | +4 | +0.23% | $825,196 |
| ISHARES TR | IVW | Other | 0.32% | 6,364 | +38 | +0.60% | $812,736 |
| NVIDIA CORPORATION | NVDA | Technology | 0.31% | 3,866 | -20 | -0.51% | $781,182 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.30% | 2,355 | -1,276 | -35.14% | $746,512 |
| ORACLE CORP | ORCL | Technology | 0.29% | 4,166 | - | - | $739,799 |
| ABBVIE INC | ABBV | Healthcare | 0.29% | 3,549 | - | - | $722,967 |
| ISHARES TR | IWM | Other | 0.27% | 2,500 | -898 | -26.43% | $693,330 |
| WALMART INC | WMT | Consumer Defensive | 0.27% | 5,406 | -1,685 | -23.76% | $691,492 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.26% | 4,553 | -691 | -13.18% | $657,897 |
| ALPHABET INC | GOOG | Communication Services | 0.25% | 1,864 | -13 | -0.69% | $625,226 |
| ISHARES TR | EFA | Other | 0.24% | 5,841 | -28 | -0.48% | $606,983 |
| ISHARES TR | IJT | Other | 0.22% | 3,420 | -916 | -21.13% | $548,303 |
| MERCK & CO INC | MRK | Healthcare | 0.21% | 4,567 | -870 | -16.00% | $534,796 |
| VANGUARD INDEX FDS | VTI | Other | 0.20% | 1,469 | -23 | -1.54% | $514,290 |
| THE CIGNA GROUP | CI | Healthcare | 0.20% | 1,836 | +9 | +0.49% | $513,935 |
| ALPHABET INC | GOOGL | Communication Services | 0.19% | 1,429 | - | - | $482,226 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.19% | 6,936 | -1,851 | -21.07% | $480,882 |
| ISHARES TR | IVE | Other | 0.19% | 2,141 | +2 | +0.09% | $473,438 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.19% | 1,337 | - | - | $469,387 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.18% | 2,950 | +8 | +0.27% | $464,773 |
| RTX CORPORATION | RTX | Industrials | 0.18% | 2,342 | - | - | $458,541 |
| ISHARES TR | IJR | Other | 0.17% | 3,143 | -449 | -12.50% | $427,969 |
| ISHARES TR | IWR | Other | 0.16% | 3,948 | -1,279 | -24.47% | $413,083 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.16% | 1,788 | -37 | -2.03% | $406,405 |
| ISHARES TR | IJK | Other | 0.16% | 3,622 | -291 | -7.44% | $399,956 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.16% | 2,580 | +4 | +0.16% | $398,709 |
| ISHARES TR | IWS | Other | 0.16% | 2,501 | -1,157 | -31.63% | $391,581 |
| META PLATFORMS INC | META | Communication Services | 0.15% | 560 | - | - | $375,918 |
| UNION PAC CORP | UNP | Industrials | 0.14% | 1,449 | - | - | $365,409 |
| COCA COLA CO | KO | Consumer Defensive | 0.14% | 4,790 | - | - | $361,534 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.14% | 6,418 | +13 | +0.20% | $355,793 |
| ENTERPRISE FINL SVCS CORP | EFSC | Financial Services | 0.14% | 6,036 | - | - | $353,046 |
| MORGAN STANLEY | MS | Financial Services | 0.14% | 1,837 | - | - | $350,316 |
| PEPSICO INC | PEP | Consumer Defensive | 0.14% | 2,220 | +8 | +0.36% | $348,557 |
| CITIGROUP INC | C | Financial Services | 0.13% | 2,513 | -9 | -0.36% | $334,355 |
| CATERPILLAR INC | CAT | Industrials | 0.13% | 418 | - | - | $333,732 |
| ISHARES TR | IJS | Other | 0.13% | 2,587 | -77 | -2.89% | $331,980 |
| AMEREN CORP | AEE | Utilities | 0.13% | 2,967 | -322 | -9.79% | $330,144 |
| SPDR SERIES TRUST | SDY | Other | 0.13% | 2,203 | +6 | +0.27% | $328,538 |
| EMERSON ELEC CO | EMR | Industrials | 0.13% | 2,233 | -18 | -0.80% | $327,738 |
| CISCO SYS INC | CSCO | Technology | 0.13% | 3,703 | - | - | $324,791 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.13% | 3,349 | +18 | +0.54% | $321,504 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.13% | 2,042 | - | - | $316,674 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.12% | 2,222 | -16 | -0.71% | $313,258 |
| BANK AMERICA CORP | BAC | Financial Services | 0.12% | 5,703 | - | - | $307,677 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.12% | 6,015 | - | - | $296,660 |
| INVESCO EXCH TRADED FD TR II | CGW | Other | 0.12% | 4,502 | -2,260 | -33.42% | $296,290 |
| ISHARES TR | IWP | Other | 0.12% | 2,136 | - | - | $295,808 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.12% | 5,019 | -2 | -0.04% | $295,674 |
| ALLSTATE CORP | ALL | Financial Services | 0.12% | 1,373 | - | - | $295,401 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.11% | 3,058 | -800 | -20.74% | $281,367 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.11% | 5,351 | +23 | +0.43% | $279,461 |
| CHEVRON CORPORATION | CVX | Energy | 0.11% | 1,503 | +6 | +0.40% | $275,425 |
| SPROTT ASSET MANAGEMENT LP | CEF | Other | 0.11% | 5,424 | - | - | $271,255 |
| AT&T INC | T | Communication Services | 0.11% | 10,304 | +445 | +4.51% | $269,759 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.11% | 2,076 | +4 | +0.19% | $265,454 |