StockDriftsStockDriftsTop 30 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 | 27.95% | 2.68M | $52.4M | +283.51%(+1.98M) | $19.44(+0.55%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 8.76% | 179.7K | $16.4M | -67.99%(-381.67K) | $91.57(-0.10%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 6.15% | 11.8K | $11.5M | -34.52%(-6.24K) | $233.32(+269.47%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 3.5% | 12.2K | $6.6M | -34.73%(-6.48K) | $221.38(+101.66%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.07% | 11.1K | $5.7M | -17.50%(-2.35K) | $125.29(+271.98%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.67% | 19.2K | $5.0M | new | $182.26(+36.79%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 2.66% | 38.5K | $5.0M | +8.54%(+3.03K) | $93.83(+40.69%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 2.65% | 13.9K | $5.0M | +15.35%(+1.84K) | $336.71(+5.38%) | 2026-06-30 | |
| ABT | ABBOTT LABORATORIES | 2.61% | 51.4K | $4.9M | new | $103.16(+6.51%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 2.5% | 30.9K | $4.7M | +19.66%(+5.08K) | $146.77(-1.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.16% | +52.71% | — | — | +57.81% |
| Top 20 Holdings Unweighted | +25.28% | +96.64% | — | — | +98.72% |
St. Louis Financial Planners Asset Management, LLC reports $187.54M in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are BSCQ (27.9%), BIL (8.8%) and MU (6.2%). The top 20 holdings account for 83.61% of reported assets. Its disclosed equity book has returned +52.71% on a three-year cumulative basis. 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 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