Meramec Financial Planners, LLC 13F Holdings · Q2 2026
Meramec Financial Planners, LLC reported 550 securities worth $273.71M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IWF (7.41%), IWD (6.25%), VTV (5.11%). Among its top 25 positions this quarter: 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $20.3M | 7.41% | 173,170 | Added |
| 2 | IWD | ISHARES TR | $17.1M | 6.25% | 68,485 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $14.0M | 5.11% | 63,038 | Added |
| 4 | VOT | VANGUARD INDEX FDS | $13.6M | 4.96% | 46,077 | Trimmed |
| 5 | VUG | VANGUARD INDEX FDS | $12.8M | 4.66% | 152,920 | Added |
| 6 | AAPL | APPLE INC | $12.7M | 4.65% | 37,781 | Added |
| 7 | VOE | VANGUARD INDEX FDS | $11.7M | 4.28% | 57,072 | Trimmed |
| 8 | SCHX | SCHWAB STRATEGIC TR | $9.5M | 3.47% | 325,625 | Trimmed |
| 9 | VBR | VANGUARD INDEX FDS | $8.9M | 3.24% | 36,141 | Added |
| 10 | IVV | ISHARES TR | $8.1M | 2.97% | 10,952 | Added |
| 11 | VBK | VANGUARD INDEX FDS | $7.2M | 2.64% | 20,989 | Trimmed |
| 12 | IEFA | ISHARES TR | $6.4M | 2.33% | 65,808 | Added |
| 13 | VO | VANGUARD INDEX FDS | $6.1M | 2.23% | 75,258 | Added |
| 14 | NEAR | ISHARES U S ETF TR | $5.2M | 1.91% | 103,366 | Added |
| 15 | VB | VANGUARD INDEX FDS | $5.2M | 1.88% | 17,358 | Trimmed |
| 16 | EFG | ISHARES TR | $5.1M | 1.85% | 42,415 | Added |
| 17 | EFV | ISHARES TR | $4.7M | 1.71% | 58,796 | Added |
| 18 | SCHG | SCHWAB STRATEGIC TR | $4.3M | 1.58% | 128,812 | Added |
| 19 | DEM | WISDOMTREE TR | $4.0M | 1.47% | 75,590 | Trimmed |
| 20 | SCHA | SCHWAB STRATEGIC TR | $3.8M | 1.38% | 111,652 | Trimmed |
| 21 | SCHM | SCHWAB STRATEGIC TR | $3.2M | 1.18% | 92,435 | Trimmed |
| 22 | SF | STIFEL FINL CORP | $3.1M | 1.13% | 37,533 | Hold |
| 23 | IEMG | ISHARES INC | $3.1M | 1.12% | 39,591 | Added |
| 24 | VV | VANGUARD INDEX FDS | $2.8M | 1.04% | 8,379 | Trimmed |
| 25 | IWN | ISHARES TR | $2.7M | 0.99% | 12,210 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR