StockDriftsStockDriftsTop 50 St Louis Financial Planners Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 22.5% | 2.76M | $54.1M | +2.99%(+80.22K) | $19.44(+0.24%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 19.2% | 504.3K | $46.1M | +180.67%(+324.62K) | $91.62(-0.05%) | 2026-09-30 | |
| TFLO | ISHARES TR | 2.72% | 129.5K | $6.5M | +110.48%(+67.96K) | $50.62(+0.01%) | 2026-09-30 | |
| MRK | MERCK & CO INC | 2.32% | 38.7K | $5.6M | +0.51%(+197) | $94.05(+52.72%) | 2026-09-30 | |
| SNDK | SANDISK CORP | 2.22% | 3.5K | $5.3M | new | $2006.81(-31.68%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 2.08% | 22.9K | $5.0M | new | $163.33(+37.38%) | 2026-09-30 | |
| KO | COCA COLA CO | 2.02% | 54.7K | $4.9M | +0.75%(+409) | $70.63(+32.27%) | 2026-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.9% | 7.1K | $4.6M | new | $588.20(+15.50%) | 2026-09-30 | |
| PG | PROCTER & GAMBLE CO | 1.89% | 30.9K | $4.5M | +0.03%(+10) | $146.77(+7.44%) | 2026-09-30 | |
| MCD | MCDONALDS CORP | 1.84% | 17.5K | $4.4M | new | $250.63(-3.17%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.73% | +47.09% | — | — | +52.62% |
| Top 20 Holdings Unweighted | +22.43% | +83.50% | — | — | +89.10% |
St Louis Financial Planners Asset Management LLC reports $240.32M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are BSCQ (22.5%), BIL (19.2%) and TFLO (2.7%). The top 20 holdings account for 74.72% of reported assets. Its disclosed equity book has returned +47.09% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track St Louis Financial Planners Asset Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from St Louis Financial Planners Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966171). View St Louis Financial Planners Asset Management LLC’s 13F filings on SEC