Meramec Financial Planners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Meramec Financial Planners, LLC reported 517 stock positions worth $252.1 million. Its top holding was iShares Russell 1000 Growth (IWF) at 7.2% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 5.5%) and Vngrd Mrngstr MC GRW ETF-Usd (VOT, 5.3%). Compared with Q4 2025, it opened 36 new positions, sold out of 34, added to 82 and reduced 111. The biggest buy was iShares Russell 1000 Growth (IWF, shares +7%) and the biggest sale General Electric (GE, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- SAINT LOUIS, MO
- CIK
- 0002100778
- Portfolio Value
- $252.1M (Q1 2026)
- SEC Filing
- 0002100778-26-000002 ↗ filed Apr 27, 2026
Holdings Value
Holdings 517 stocks · $252.1M
| IWF iShares Russell 1000 Growth | 7.22% | 38,322 | $18.2M | Add +7.4% |
| IWD iShares Russell 1000 Value E | 5.45% | 60,475 | $13.7M | Add +6.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 5.31% | 46,851 | $13.4M | Reduce -3.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.92% | 60,787 | $12.4M | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.85% | 24,811 | $12.2M | Add +1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 4.41% | 57,606 | $11.1M | Reduce -4.8% |
| AAPL Apple Inc. | 4.06% | 37,453 | $10.2M | Reduce -0.9% |
| SCHX Schwab US Large-Cap ETF | 3.71% | 334,399 | $9.3M | Add +1.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.21% | 34,669 | $8.1M | Reduce -4.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.89% | 21,547 | $7.3M | Reduce -4.7% |
| IVV iShares Core S&P 500 ETF | 2.85% | 10,088 | $7.2M | Reduce -6.0% |
| IEFA iShares Core MSCI Eafe ETF | 2.45% | 63,548 | $6.2M | Reduce -6.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.28% | 18,607 | $5.7M | Reduce -3.5% |
| DEM Wisdomtree Emerging Markets | 2.20% | 106,014 | $5.6M | Reduce -10.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 2.01% | 99,376 | $5.1M | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.99% | 17,555 | $5.0M | Reduce -10.7% |
| EFG iShares MSCI Eafe Growth ETF | 1.92% | 39,699 | $4.8M | Reduce -3.2% |
| EFV iShares MSCI Eafe Value ETF | 1.66% | 53,313 | $4.2M | Reduce -3.8% |
| SCHG Schwab US Large-Cap Growth | 1.62% | 125,599 | $4.1M | Add +3.3% |
| SCHA Schwab US Small-Cap ETF | 1.52% | 118,536 | $3.8M | Reduce -4.7% |
| SCHM Schwab US Mid Cap ETF | 1.26% | 93,826 | $3.2M | Reduce -3.6% |
| SF Stifel Financial Corp. | 1.22% | 37,533 | $3.1M | No change |
| IEMG iShares Core MSCI Emerging | 1.20% | 38,927 | $3.0M | Reduce -6.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.09% | 8,473 | $2.8M | Reduce -7.7% |
| IWN iShares Russell 2000 Value E | 1.09% | 13,245 | $2.7M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 3,775 | $2.7M | Reduce -22.3% |
| IWB iShares Russell 1000 ETF | 0.86% | 5,594 | $2.2M | Reduce -15.1% |
| SCHF Schwab Intl Equity ETF | 0.81% | 76,020 | $2.0M | Add +3.2% |
| DSTL Distillate US Fundamental St | 0.72% | 30,009 | $1.8M | Reduce -12.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.71% | 49,868 | $1.8M | Reduce -11.9% |
| MSFT Microsoft Corp. | 0.65% | 3,910 | $1.6M | Add +0.4% |
| IWO iShares Russell 2000 Growth | 0.63% | 4,462 | $1.6M | Reduce -16.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.61% | 9,652 | $1.5M | Reduce -0.2% |
| SCHV Schwab US Large-Cap Value | 0.59% | 45,978 | $1.5M | Add +6.3% |
| RBLX Roblox Corp. Class A | 0.52% | 21,337 | $1.3M | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.51% | 15,090 | $1.3M | Reduce -10.2% |
| JNJ Johnson & Johnson | 0.47% | 5,111 | $1.2M | Reduce -0.3% |
| VNQ Vanguard Real Estate ETF | 0.45% | 11,606 | $1.1M | Add +1.6% |
| BND Vanguard Total Bond Market | 0.42% | 14,455 | $1.1M | Add +6.3% |
| XLE SS Energy Select Sector | 0.40% | 18,530 | $1.0M | Add +0.6% |
| AMZN Amazon.com Inc. | 0.40% | 4,101 | $1.0M | Reduce -5.6% |
| ICF iShares Select U.S. REIT ETF | 0.36% | 13,419 | $909K | Reduce -6.7% |
| ICSH iShares Ultra Short Duration | 0.35% | 17,673 | $894K | Add +4.0% |
| XOM Exxon Mobil Corp. | 0.34% | 5,749 | $849K | Reduce -14.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 1,748 | $825K | Add +0.2% |
| TBLU Tortoise Global Water ETF | 0.33% | 15,511 | $824K | Reduce -23.6% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 6,364 | $813K | Add +0.6% |
| NVDA Nvidia Corp. | 0.31% | 3,866 | $781K | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.30% | 2,355 | $747K | Reduce -35.1% |
| ORCL Oracle Corp. | 0.29% | 4,166 | $740K | No change |
| ABBV Abbvie Inc. | 0.29% | 3,549 | $723K | No change |
| IWM iShares Russell 2000 ETF | 0.28% | 2,500 | $693K | Reduce -26.4% |
| WMT Walmart Inc. | 0.27% | 5,406 | $691K | Reduce -23.8% |
| PG The Procter & Gamble Co. | 0.26% | 4,553 | $658K | Reduce -13.2% |
| GOOG Alphabet Inc. Class C | 0.25% | 1,864 | $625K | Reduce -0.7% |
| EFA iShares MSCI Eafe ETF | 0.24% | 5,841 | $607K | Reduce -0.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.22% | 3,420 | $548K | Reduce -21.1% |
| MRK Merck & Co. Inc. | 0.21% | 4,567 | $535K | Reduce -16.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 1,469 | $514K | Reduce -1.5% |
| CI The Cigna Group | 0.20% | 1,836 | $514K | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,429 | $482K | No change |
| VEA Vanguard Ftse Developed ETF | 0.19% | 6,936 | $481K | Reduce -21.1% |
| IVE iShares S&P 500 Value ETF | 0.19% | 2,141 | $473K | Add +0.1% |
| HD Home Depot Inc. | 0.19% | 1,337 | $469K | No change |
| PM Philip Morris International | 0.18% | 2,950 | $465K | Add +0.3% |
| RTX RTX Corp. | 0.18% | 2,342 | $459K | No change |
| IJR iShares Core S&P Small-Cap E | 0.17% | 3,143 | $428K | Reduce -12.5% |
| IWR iShares Russell Mid-Cap ETF | 0.16% | 3,948 | $413K | Reduce -24.5% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 1,788 | $406K | Reduce -2.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.16% | 3,622 | $400K | Reduce -7.4% |
| XLK SS Technology Select Sector | 0.16% | 2,580 | $399K | Add +0.2% |
| IWS iShares Russell Mid-Cap Valu | 0.16% | 2,501 | $392K | Reduce -31.6% |
| META Meta Platforms Inc. Class A | 0.15% | 560 | $376K | No change |
| UNP Union Pacific Corp. | 0.14% | 1,449 | $365K | No change |
| BKDV BNY Mellon Dynamic Value | 0.14% | 11,680 | $365K | No change |
| KO The Coca-Cola Co. | 0.14% | 4,790 | $362K | No change |
| DFIV Dimensional International Va | 0.14% | 6,418 | $356K | Add +0.2% |
| EFSC Enterprise Financial Service | 0.14% | 6,036 | $353K | No change |
| MS Morgan Stanley | 0.14% | 1,837 | $350K | No change |
| PEP Pepsico Inc. | 0.14% | 2,220 | $349K | Add +0.4% |
| C Citigroup Inc. | 0.13% | 2,513 | $334K | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.13% | 418 | $334K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.13% | 2,587 | $332K | Reduce -2.9% |
| AEE Ameren Corporation | 0.13% | 2,967 | $330K | Reduce -9.8% |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 2,203 | $329K | Add +0.3% |
| EMR Emerson Electric Co. | 0.13% | 2,233 | $328K | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.13% | 3,703 | $325K | No change |
| ABT Abbott Laboratories | 0.13% | 3,349 | $322K | Add +0.5% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 2,042 | $317K | No change |
| JCI Johnson Controls Internation | 0.12% | 2,222 | $313K | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 5,703 | $308K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 6,015 | $297K | No change |
| CGW Invesco S&P Global Water Ind | 0.12% | 4,502 | $296K | Reduce -33.4% |
| IWP iShares Russell Mid-Cap Grow | 0.12% | 2,136 | $296K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 5,019 | $296K | Reduce -0.0% |
| ALL Allstate Corp. | 0.12% | 1,373 | $295K | No change |
| NEE Nextera Energy Inc. | 0.11% | 3,058 | $281K | Reduce -20.7% |
| XLB SS Materials Select Sector | 0.11% | 5,351 | $279K | Add +0.4% |
| CVX Chevron Corp. | 0.11% | 1,503 | $275K | Add +0.4% |
| CEF Sprott Physical Gold and Sil | 0.11% | 5,424 | $271K | No change |
Other holdings (3): bonds, preferreds, convertibles and warrants · $264 (not counted above)
Total filed on the 13F, all lines: $252.1M.
Portfolio Sells Q4 2025 → Q1 2026
| GE General Electric | Reduce -95.2% | 0.01% | −0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -22.3% | 1.06% | −0.25 |
| JPM JPMorgan Chase & Co. | Reduce -35.1% | 0.30% | −0.16 |
| GEV GE Vernova Inc. | Reduce -98.5% | 0.00% | −0.16 |
| DEM Wisdomtree Emerging Markets | Reduce -10.9% | 2.20% | −0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -10.7% | 1.99% | −0.13 |
| TBLU Tortoise Global Water ETF | Reduce -23.6% | 0.33% | −0.11 |
| IWB iShares Russell 1000 ETF | Reduce -15.1% | 0.86% | −0.11 |
| DSTL Distillate US Fundamental St | Reduce -12.0% | 0.72% | −0.10 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -4.8% | 4.41% | −0.09 |
| ACN Accenture PLC Class A | Reduce -90.2% | 0.01% | −0.09 |
| WMT Walmart Inc. | Reduce -23.8% | 0.27% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.5% | 2.45% | −0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.6% | 3.21% | −0.08 |
| IWM iShares Russell 2000 ETF | Reduce -26.4% | 0.28% | −0.08 |
| IWO iShares Russell 2000 Growth | Reduce -16.4% | 0.63% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -13.2% | 0.26% | −0.06 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -11.9% | 0.71% | −0.06 |
| IWS iShares Russell Mid-Cap Valu | Reduce -31.6% | 0.16% | −0.06 |
| CGW Invesco S&P Global Water Ind | Reduce -33.4% | 0.12% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -99.0% | 0.00% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -14.3% | 0.34% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -6.0% | 2.85% | −0.05 |
| SO The Southern Co. | Sold out | 0.00% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -16.0% | 0.21% | −0.05 |
| IWR iShares Russell Mid-Cap ETF | Reduce -24.5% | 0.16% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -7.7% | 1.09% | −0.04 |
| AAPL Apple Inc. | Reduce -0.9% | 4.06% | −0.04 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -21.1% | 0.22% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -21.1% | 0.19% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -10.2% | 0.51% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -99.5% | 0.00% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -3.8% | 1.66% | −0.02 |
| EPD Enterprise Products Partners | Reduce -40.5% | 0.04% | −0.02 |
| GEHC GE Healthcare Technology | Reduce -93.4% | 0.00% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -20.7% | 0.11% | −0.02 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -94.9% | 0.00% | −0.02 |
| JUST Goldman Sachs Just US LRG | Reduce -23.1% | 0.08% | −0.02 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -26.2% | 0.05% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -12.5% | 0.17% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -26.7% | 0.05% | −0.01 |
| PFXF Vaneck Pref Sec X-Financials | Sold out | 0.00% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -16.8% | 0.07% | −0.01 |
| ACLC American Century Large Cap E | Sold out | 0.00% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.01 |
| JNJ Johnson & Johnson | Reduce -0.3% | 0.47% | −0.01 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.01 |
| V Visa Inc. Class A | Reduce -8.8% | 0.08% | −0.01 |
| MLPX Global X MLP & Energy Infras | Reduce -15.3% | 0.10% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IWF iShares Russell 1000 Growth | Add +7.4% | 7.22% | +0.86 |
| IWD iShares Russell 1000 Value E | Add +6.3% | 5.45% | +0.47 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.0% | 4.85% | +0.36 |
| SCHX Schwab US Large-Cap ETF | Add +1.3% | 3.71% | +0.20 |
| SCHG Schwab US Large-Cap Growth | Add +3.3% | 1.62% | +0.15 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +2.0% | 2.01% | +0.07 |
| SCHF Schwab Intl Equity ETF | Add +3.2% | 0.81% | +0.06 |
| SCHV Schwab US Large-Cap Value | Add +6.3% | 0.59% | +0.04 |
| QSR Restaurant Brands Intern | New | 0.04% | +0.04 |
| MSFT Microsoft Corp. | Add +0.4% | 0.65% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +1.6% | 0.45% | +0.04 |
| BND Vanguard Total Bond Market | Add +6.3% | 0.42% | +0.03 |
| FDVV Fidelity High Dividend ETF | New | 0.02% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.6% | 0.32% | +0.02 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.02% | +0.02 |
| XLE SS Energy Select Sector | Add +0.6% | 0.40% | +0.02 |
| FENI Fidelity Enhanced Intl ETF | New | 0.02% | +0.02 |
| ICSH iShares Ultra Short Duration | Add +4.0% | 0.35% | +0.02 |
| PAYX Paychex Inc. | New | 0.02% | +0.02 |
| XLK SS Technology Select Sector | Add +0.2% | 0.16% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.01% | +0.01 |
| STE Steris PLC | New | 0.01% | +0.01 |
| TGT Target Corp. | Add +0.3% | 0.09% | +0.01 |
| EPS Wisdomtree US Large Cap Fund | New | 0.01% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.01% | +0.01 |
| VKTX Viking Therapeutics Inc. | New | 0.01% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.10% | +0.01 |
| DUK Duke Energy Corp. | Add +0.2% | 0.11% | +0.01 |
| GLW Corning Inc. | New | 0.01% | +0.01 |
| IRE Defian Diy TT 2X Lo Iren ETF | New | 0.01% | +0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.01% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +106.8% | 0.01% | +0.01 |
| FENY Fidelity MSCI Energy Index | New | 0.01% | +0.01 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.01% | +0.01 |
| SCHY Schwab International DVD ETF | New | 0.01% | +0.01 |
| DFIV Dimensional International Va | Add +0.2% | 0.14% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.01% | +0.01 |
| FNCL Fidelity MSCI Financial Indx | New | 0.00% | +0.00 |
| FHLC Fidelity MSCI Health Care | Add +65.3% | 0.01% | +0.00 |
| COIN Coinbase Global Inc. Class A | New | 0.00% | +0.00 |
| SR Spire Inc. | Add +0.9% | 0.05% | +0.00 |
| XLB SS Materials Select Sector | Add +0.4% | 0.11% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | New | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +0.4% | 0.11% | +0.00 |
| LLY Eli Lilly & Co. | Add +20.7% | 0.05% | +0.00 |
| WEC WEC Energy Group Inc. | Add +0.2% | 0.06% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Add +4.1% | 0.06% | +0.00 |
| VRSN Verisign Inc. | Add +7.0% | 0.01% | +0.00 |
| T AT&T Inc. | Add +4.5% | 0.11% | +0.00 |
| BWXT BWX Technologies Inc. | Add +29.4% | 0.01% | +0.00 |