StockDriftsStockDriftsTop 50 Meramec Financial Planners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 7.41% | 173.2K | $20.3M | +12.97%(+19.88K) | $116.91(+5.55%) | 2026-06-30 | |
| IWD | ISHARES TR | 6.25% | 68.5K | $17.1M | +13.25%(+8.01K) | $209.45(+22.86%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.11% | 63.0K | $14.0M | +3.70%(+2.25K) | $189.34(+20.16%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 4.96% | 46.1K | $13.6M | -1.65%(-774) | $286.47(+9.73%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.66% | 152.9K | $12.8M | +2.72%(+4.05K) | $80.52(+10.75%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.65% | 37.8K | $12.7M | +0.88%(+328) | $263.29(+15.99%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 4.28% | 57.1K | $11.7M | -0.93%(-534) | $175.97(+19.34%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.47% | 325.6K | $9.5M | -2.62%(-8.77K) | $26.62(+14.61%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 3.24% | 36.1K | $8.9M | +4.25%(+1.47K) | $210.96(+18.74%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.97% | 11.0K | $8.1M | +8.56%(+864) | $678.29(+14.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.14% |
Meramec Financial Planners, LLC reports $273.71M in US-listed equity holdings across 550 positions in its most recent 13F filing. Its largest disclosed positions are IWF (7.4%), IWD (6.3%) and VTV (5.1%). The top 20 holdings account for 65.98% of reported assets. Its disclosed equity book has returned +10.92% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meramec Financial Planners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2100778). View Meramec Financial Planners, LLC’s 13F filings on SEC