Meramec Financial Planners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Meramec Financial Planners, LLC reported 547 stock positions worth $273.7 million. Its top holding was iShares Russell 1000 Growth (IWF) at 7.4% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 6.2%) and Vanguard Mrngstr Val ETF-Aui (VTV, 5.1%). Compared with Q1 2026, it opened 107 new positions, sold out of 78, added to 150 and reduced 97. The biggest buy was iShares Russell 1000 Value E (IWD, shares +13%) and the biggest sale Wisdomtree Emerging Markets (DEM, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- SAINT LOUIS, MO
- CIK
- 0002100778
- Portfolio Value
- $273.7M (Q2 2026)
- SEC Filing
- 0002100778-26-000004 ↗ filed Jul 29, 2026
Holdings Value
Holdings 547 stocks · $273.7M
| IWF iShares Russell 1000 Growth | 7.41% | 173,170 | $20.3M | Add +13.0% |
| IWD iShares Russell 1000 Value E | 6.25% | 68,485 | $17.1M | Add +13.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.11% | 63,038 | $14.0M | Add +3.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 4.96% | 46,077 | $13.6M | Reduce -1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.66% | 152,920 | $12.8M | Add +2.7% |
| AAPL Apple Inc. | 4.65% | 37,781 | $12.7M | Add +0.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 4.28% | 57,072 | $11.7M | Reduce -0.9% |
| SCHX Schwab US Large-Cap ETF | 3.47% | 325,625 | $9.5M | Reduce -2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.24% | 36,141 | $8.9M | Add +4.3% |
| IVV iShares Core S&P 500 ETF | 2.97% | 10,952 | $8.1M | Add +8.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.64% | 20,989 | $7.2M | Reduce -2.6% |
| IEFA iShares Core MSCI Eafe ETF | 2.33% | 65,808 | $6.4M | Add +3.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.23% | 75,258 | $6.1M | Add +1.1% |
| NEAR iShares SH Dba ETF Usd Inc. | 1.91% | 103,366 | $5.2M | Add +4.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.88% | 17,358 | $5.2M | Reduce -1.1% |
| EFG iShares MSCI Eafe Growth ETF | 1.85% | 42,415 | $5.1M | Add +6.8% |
| EFV iShares MSCI Eafe Value ETF | 1.71% | 58,796 | $4.7M | Add +10.3% |
| SCHG Schwab US Large-Cap Growth | 1.58% | 128,812 | $4.3M | Add +2.6% |
| DEM Wisdomtree Emerging Markets | 1.47% | 75,590 | $4.0M | Reduce -28.7% |
| SCHA Schwab US Small-Cap ETF | 1.38% | 111,652 | $3.8M | Reduce -5.8% |
| SCHM Schwab US Mid Cap ETF | 1.18% | 92,435 | $3.2M | Reduce -1.5% |
| SF Stifel Financial Corp. | 1.13% | 37,533 | $3.1M | No change |
| IEMG iShares Core MSCI Emerging | 1.12% | 39,591 | $3.1M | Add +1.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.04% | 8,379 | $2.8M | Reduce -1.1% |
| IWN iShares Russell 2000 Value E | 0.99% | 12,210 | $2.7M | Reduce -7.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 3,661 | $2.7M | Reduce -3.0% |
| IWB iShares Russell 1000 ETF | 0.83% | 5,602 | $2.3M | Add +0.1% |
| SCHF Schwab Intl Equity ETF | 0.77% | 77,377 | $2.1M | Add +1.8% |
| MSFT Microsoft Corp. | 0.69% | 4,865 | $1.9M | Add +24.4% |
| SCHV Schwab US Large-Cap Value | 0.66% | 52,679 | $1.8M | Add +14.6% |
| DSTL Distillate US Fundamental St | 0.65% | 27,740 | $1.8M | Reduce -7.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.63% | 48,148 | $1.7M | Reduce -3.5% |
| IWO iShares Russell 2000 Growth | 0.57% | 4,187 | $1.6M | Reduce -6.2% |
| JNJ Johnson & Johnson | 0.56% | 5,778 | $1.5M | Add +13.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.50% | 8,782 | $1.4M | Reduce -9.0% |
| XOM Exxon Mobil Corp. | 0.49% | 8,690 | $1.3M | Add +51.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 2,494 | $1.2M | Add +42.7% |
| AMZN Amazon.com Inc. | 0.44% | 5,259 | $1.2M | Add +28.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.44% | 14,584 | $1.2M | Reduce -3.4% |
| VNQ Vanguard Real Estate ETF | 0.43% | 11,796 | $1.2M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 0.43% | 3,288 | $1.2M | Add +39.6% |
| XLE SS Energy Select Sector | 0.40% | 18,664 | $1.1M | Add +0.7% |
| RBLX Roblox Corp. Class A | 0.38% | 21,337 | $1.0M | No change |
| ABBV Abbvie Inc. | 0.35% | 3,729 | $958K | Add +5.1% |
| ICF iShares Select U.S. REIT ETF | 0.35% | 13,657 | $956K | Add +1.8% |
| BND Vanguard Total Bond Market | 0.34% | 12,952 | $938K | Reduce -10.4% |
| LLY Eli Lilly & Co. | 0.34% | 771 | $923K | Add +450.7% |
| ICSH iShares Ultra Short Duration | 0.31% | 16,745 | $846K | Reduce -5.3% |
| IVW iShares S&P 500 Growth ETF | 0.31% | 6,334 | $838K | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.30% | 5,531 | $822K | Add +21.5% |
| TBLU Tortoise Global Water ETF | 0.28% | 15,167 | $777K | Reduce -2.2% |
| NVDA Nvidia Corp. | 0.28% | 3,918 | $770K | Add +1.4% |
| IWM iShares Russell 2000 ETF | 0.28% | 2,621 | $768K | Add +4.8% |
| BKDV BNY Mellon Dynamic Value | 0.27% | 21,659 | $729K | Add +85.4% |
| GOOG Alphabet Inc. Class C | 0.26% | 2,183 | $713K | Add +17.1% |
| HD Home Depot Inc. | 0.26% | 2,118 | $712K | Add +58.4% |
| MRK Merck & Co. Inc. | 0.22% | 4,542 | $594K | Reduce -0.6% |
| WMT Walmart Inc. | 0.21% | 5,189 | $580K | Reduce -4.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 1,570 | $573K | Add +6.9% |
| PM Philip Morris International | 0.21% | 2,876 | $563K | Reduce -2.5% |
| CI The Cigna Group | 0.20% | 1,918 | $558K | Add +4.5% |
| EFA iShares MSCI Eafe ETF | 0.20% | 5,348 | $556K | Reduce -8.4% |
| EFSC Enterprise Financial Service | 0.20% | 8,337 | $547K | Add +38.1% |
| AEE Ameren Corporation | 0.19% | 4,711 | $528K | Add +58.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.19% | 3,008 | $519K | Reduce -12.1% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 7,145 | $500K | Add +3.0% |
| ORCL Oracle Corp. | 0.18% | 4,166 | $500K | No change |
| RTX RTX Corp. | 0.18% | 2,286 | $499K | Reduce -2.4% |
| IVE iShares S&P 500 Value ETF | 0.18% | 2,143 | $498K | Add +0.1% |
| EMR Emerson Electric Co. | 0.18% | 3,234 | $483K | Add +44.8% |
| MU Micron Technology Inc. | 0.17% | 522 | $470K | Add +0.2% |
| XLK SS Technology Select Sector | 0.17% | 2,606 | $454K | Add +1.0% |
| IJR iShares Core S&P Small-Cap E | 0.16% | 3,076 | $448K | Reduce -2.1% |
| IWR iShares Russell Mid-Cap ETF | 0.16% | 3,987 | $438K | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,334 | $436K | Reduce -6.7% |
| PEP Pepsico Inc. | 0.16% | 3,104 | $434K | Add +39.8% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 1,795 | $431K | Add +0.4% |
| UNP Union Pacific Corp. | 0.16% | 1,422 | $426K | Reduce -1.9% |
| CSCO Cisco Systems Inc. | 0.15% | 3,558 | $408K | Reduce -3.9% |
| CVX Chevron Corp. | 0.15% | 2,132 | $405K | Add +41.9% |
| IWS iShares Russell Mid-Cap Valu | 0.15% | 2,407 | $403K | Reduce -3.8% |
| KO The Coca-Cola Co. | 0.15% | 4,790 | $403K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.15% | 3,539 | $402K | Reduce -2.3% |
| T AT&T Inc. | 0.14% | 15,570 | $380K | Add +51.1% |
| DFIV Dimensional International Va | 0.13% | 6,513 | $366K | Add +1.5% |
| CAT Caterpillar Inc. | 0.13% | 418 | $365K | No change |
| MS Morgan Stanley | 0.13% | 1,673 | $359K | Reduce -8.9% |
| ALL Allstate Corp. | 0.13% | 1,373 | $359K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 2,264 | $355K | Add +2.8% |
| BAC Bank of America Corp. | 0.13% | 5,661 | $352K | Reduce -0.7% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 2,147 | $349K | Add +5.1% |
| ABT Abbott Laboratories | 0.13% | 3,331 | $348K | Reduce -0.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.12% | 2,476 | $337K | Reduce -4.3% |
| META Meta Platforms Inc. Class A | 0.12% | 562 | $334K | Add +0.4% |
| C Citigroup Inc. | 0.11% | 2,339 | $311K | Reduce -6.9% |
| JCI Johnson Controls Internation | 0.11% | 2,120 | $304K | Reduce -4.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.11% | 6,100 | $302K | Add +1.4% |
| IWP iShares Russell Mid-Cap Grow | 0.11% | 2,191 | $301K | Add +2.6% |
| CGW Invesco S&P Global Water Ind | 0.11% | 4,607 | $298K | Add +2.3% |
| MO Altria Group Inc. | 0.10% | 3,862 | $281K | Reduce -0.8% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $117 (not counted above)
Total filed on the 13F, all lines: $273.7M.
Portfolio Sells Q1 2026 → Q2 2026
| DEM Wisdomtree Emerging Markets | Reduce -28.7% | 1.47% | −0.73 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.6% | 4.96% | −0.35 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.6% | 2.64% | −0.25 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.6% | 3.47% | −0.24 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.8% | 1.38% | −0.14 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.9% | 4.28% | −0.13 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.1% | 1.88% | −0.11 |
| TJX TJX Companies Inc. | Reduce -9.0% | 0.50% | −0.11 |
| IWN iShares Russell 2000 Value E | Reduce -7.8% | 0.99% | −0.10 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.5% | 1.18% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -10.4% | 0.34% | −0.08 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -3.5% | 0.63% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.0% | 0.99% | −0.07 |
| DSTL Distillate US Fundamental St | Reduce -7.6% | 0.65% | −0.07 |
| IWO iShares Russell 2000 Growth | Reduce -6.2% | 0.57% | −0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -3.4% | 0.44% | −0.06 |
| WMT Walmart Inc. | Reduce -4.0% | 0.21% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.1% | 1.04% | −0.05 |
| HON Honeywell International Inc. | Reduce -0.7% | 0.05% | −0.05 |
| ICSH iShares Ultra Short Duration | Reduce -5.3% | 0.31% | −0.05 |
| TBLU Tortoise Global Water ETF | Reduce -2.2% | 0.28% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -8.4% | 0.20% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -6.7% | 0.16% | −0.03 |
| CEF Sprott Physical Gold and Sil | Reduce -3.8% | 0.08% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -16.5% | 0.08% | −0.03 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -12.1% | 0.19% | −0.03 |
| EPD Enterprise Products Partners | Reduce -58.6% | 0.02% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -14.6% | 0.04% | −0.03 |
| DOW Dow Inc. | Reduce -39.4% | 0.02% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -10.3% | 0.10% | −0.02 |
| BCE Bce Inc. | Reduce -31.4% | 0.03% | −0.02 |
| FENI Fidelity Enhanced Intl ETF | Sold out | 0.00% | −0.02 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.02 |
| C Citigroup Inc. | Reduce -6.9% | 0.11% | −0.02 |
| GGG Graco Inc. | Reduce -78.3% | 0.00% | −0.02 |
| AVGO Broadcom Inc. | Reduce -5.0% | 0.08% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.5% | 0.31% | −0.02 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -39.0% | 0.02% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -1.3% | 0.05% | −0.02 |
| JCI Johnson Controls Internation | Reduce -4.6% | 0.11% | −0.01 |
| CAR Avis Budget Group Inc. | Sold out | 0.00% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -2.3% | 0.15% | −0.01 |
| XAR SS SPDR S&P Aerospace Def | Reduce -37.9% | 0.01% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -4.3% | 0.12% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -3.8% | 0.15% | −0.01 |
| MS Morgan Stanley | Reduce -8.9% | 0.13% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -40.6% | 0.01% | −0.01 |
| NVS Novartis AG-Sponsored ADR | Reduce -3.2% | 0.09% | −0.01 |
| MDT Medtronic PLC | Reduce -1.9% | 0.06% | −0.01 |
| FDVV Fidelity High Dividend ETF | Reduce -26.9% | 0.02% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| IWD iShares Russell 1000 Value E | Add +13.3% | 6.25% | +0.80 |
| AAPL Apple Inc. | Add +0.9% | 4.65% | +0.59 |
| LLY Eli Lilly & Co. | Add +450.7% | 0.34% | +0.29 |
| IWF iShares Russell 1000 Growth | Add +13.0% | 7.41% | +0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.7% | 5.11% | +0.18 |
| XOM Exxon Mobil Corp. | Add +51.2% | 0.49% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +39.6% | 0.43% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +42.7% | 0.45% | +0.13 |
| IVV iShares Core S&P 500 ETF | Add +8.6% | 2.97% | +0.12 |
| BKDV BNY Mellon Dynamic Value | Add +85.4% | 0.27% | +0.12 |
| JNJ Johnson & Johnson | Add +13.1% | 0.56% | +0.09 |
| MU Micron Technology Inc. | Add +0.2% | 0.17% | +0.08 |
| SCHV Schwab US Large-Cap Value | Add +14.6% | 0.66% | +0.07 |
| HD Home Depot Inc. | Add +58.4% | 0.26% | +0.07 |
| MET Metlife Inc. | New | 0.07% | +0.07 |
| ETR Entergy Corp. | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | Add +5.1% | 0.35% | +0.06 |
| AEE Ameren Corporation | Add +58.8% | 0.19% | +0.06 |
| EFSC Enterprise Financial Service | Add +38.1% | 0.20% | +0.06 |
| EFV iShares MSCI Eafe Value ETF | Add +10.3% | 1.71% | +0.05 |
| TVTX Travere Therapeutics Inc. | New | 0.05% | +0.05 |
| SO The Southern Co. | New | 0.05% | +0.05 |
| EMR Emerson Electric Co. | Add +44.8% | 0.18% | +0.05 |
| MSFT Microsoft Corp. | Add +24.4% | 0.69% | +0.04 |
| UPS United Parcel Service Class B | Add +82.3% | 0.10% | +0.04 |
| PFE Pfizer Inc. | Add +170.8% | 0.08% | +0.04 |
| AMZN Amazon.com Inc. | Add +28.2% | 0.44% | +0.04 |
| PG The Procter & Gamble Co. | Add +21.5% | 0.30% | +0.04 |
| CVX Chevron Corp. | Add +41.9% | 0.15% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.3% | 3.24% | +0.04 |
| KR Kroger Co. | New | 0.03% | +0.03 |
| GIS General Mills Inc. | Add +340.4% | 0.04% | +0.03 |
| DE Deere & Co. | New | 0.03% | +0.03 |
| T AT&T Inc. | Add +51.1% | 0.14% | +0.03 |
| EVTR Eaton Vance Total Return | New | 0.03% | +0.03 |
| SR Spire Inc. | Add +99.7% | 0.08% | +0.03 |
| MAS Masco Corp. | New | 0.03% | +0.03 |
| PPL PPL Corp. | New | 0.03% | +0.03 |
| FCX Freeport-McMoran Inc. | New | 0.03% | +0.03 |
| SLB SLB Ltd. | Add +205.6% | 0.04% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +102.2% | 0.06% | +0.03 |
| COST Costco Wholesale Corp. | Add +266.7% | 0.04% | +0.03 |
| KMB Kimberly-Clark Corp. | Add +98.6% | 0.05% | +0.03 |
| TMUS T-Mobile US Inc. | Add +3930.0% | 0.03% | +0.03 |
| WY Weyerhaeuser Co. | Add +55020.0% | 0.02% | +0.02 |
| COF Capital One Financial Corp. | New | 0.02% | +0.02 |
| IGF iShares Global Infrastructur | Add +313.2% | 0.03% | +0.02 |
| CAH Cardinal Health Inc. | Add +90.9% | 0.04% | +0.02 |
| PEP Pepsico Inc. | Add +39.8% | 0.16% | +0.02 |
| BMO Bank of Montreal | New | 0.02% | +0.02 |