Meramec Financial Planners, LLC
CIK: 0002100778SEC EDGAR →
Portfolio Value
$256.6M
Holdings
518
As of
Q4 2025
New Positions
514
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 35,693 | $16.3M | 6.35% |
| 2 | VANGUARD INDEX FDS | 48,546 | $13.3M | 5.18% |
| 3 | ISHARES TR | 56,885 | $12.8M | 4.98% |
| 4 | VANGUARD INDEX FDS | 60,932 | $12.6M | 4.90% |
| 5 | VANGUARD INDEX FDS | 60,492 | $11.6M | 4.51% |
| 6 | VANGUARD INDEX FDS | 24,568 | $11.5M | 4.49% |
| 7 | APPLE INC | 37,797 | $10.5M | 4.10% |
| 8 | SCHWAB STRATEGIC TR | 330,039 | $9.0M | 3.50% |
| 9 | VANGUARD INDEX FDS | 36,325 | $8.4M | 3.29% |
| 10 | ISHARES TR | 10,728 | $7.4M | 2.90% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 186 | $205.8M | 80.3% |
| Technology | 71 | $16.6M | 6.5% |
| Unknown | 30 | $10.2M | 4.0% |
| Healthcare | 50 | $5.2M | 2.0% |
| Industrials | 56 | $4.7M | 1.8% |
| Consumer Cyclical | 33 | $3.7M | 1.4% |
| Consumer Defensive | 25 | $3.3M | 1.3% |
| Communication Services | 14 | $2.2M | 0.9% |
| Utilities | 16 | $1.9M | 0.7% |
| Energy | 15 | $1.8M | 0.7% |
| Real Estate | 9 | $361K | 0.1% |
| Basic Materials | 13 | $316K | 0.1% |