Q2 2026 13F · SEC CIK 2100778

Meramec Financial Planners, LLC

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $273.7M
Reported positions: 550
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.1B

Meramec Financial Planners, LLC is a wealth manager that reported 550 positions worth $273.7M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Ishares Tr (IWF, 7.4%), Ishares Tr (IWD, 6.2%), Vanguard Index Fds (VTV, 5.1%).

Meramec Financial Planners, LLC holdings largest 50 of 550 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meramec Financial Planners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IWFIshares Tr	7.4%	7.2%	173,170	+351.9%	$20.3M
IWDIshares Tr	6.2%	5.5%	68,485	+13.2%	$17.1M
VTVVanguard Index Fds	5.1%	4.9%	63,038	+3.7%	$14.0M
VOTVanguard Index Fds	5.0%	5.3%	46,077	-1.7%	$13.6M
VUGVanguard Index Fds	4.7%	4.8%	152,920	+516.3%	$12.8M
AAPLApple Inc	4.7%	4.1%	37,781	+0.9%	$12.7M
VOEVanguard Index Fds	4.3%	4.4%	57,072	-0.9%	$11.7M
SCHXSchwab Strategic Tr	3.5%	3.7%	325,625	-2.6%	$9.5M
VBRVanguard Index Fds	3.2%	3.2%	36,141	+4.2%	$8.9M
IVVIshares Tr	3.0%	2.8%	10,952	+8.6%	$8.1M
VBKVanguard Index Fds	2.6%	2.9%	20,989	-2.6%	$7.2M
IEFAIshares Tr	2.3%	2.4%	65,808	+3.6%	$6.4M
VOVanguard Index Fds	2.2%	2.3%	75,258	+304.5%	$6.1M
NEARIshares U S ETF Tr	1.9%	2.0%	103,366	+4.0%	$5.2M
VBVanguard Index Fds	1.9%	2.0%	17,358	-1.1%	$5.2M
EFGIshares Tr	1.9%	1.9%	42,415	+6.8%	$5.1M
EFVIshares Tr	1.7%	1.7%	58,796	+10.3%	$4.7M
SCHGSchwab Strategic Tr	1.6%	1.6%	128,812	+2.6%	$4.3M
DEMWisdomtree Tr	1.5%	2.2%	75,590	-28.7%	$4.0M
SCHASchwab Strategic Tr	1.4%	1.5%	111,652	-5.8%	$3.8M
SCHMSchwab Strategic Tr	1.2%	1.3%	92,435	-1.5%	$3.2M
SFStifel Finl Corp	1.1%	1.2%	37,533	+0.0%	$3.1M
IEMGIshares Inc	1.1%	1.2%	39,591	+1.7%	$3.1M
VVVanguard Index Fds	1.0%	1.1%	8,379	-1.1%	$2.8M
IWNIshares Tr	1.0%	1.1%	12,210	-7.8%	$2.7M
SPYState Str Spdr S&p 500 ETF T	1.0%	1.1%	3,661	-3.0%	$2.7M
IWBIshares Tr	0.8%	0.9%	5,602	+0.1%	$2.3M
SCHFSchwab Strategic Tr	0.8%	0.8%	77,377	+1.8%	$2.1M
MSFTMicrosoft Corp	0.7%	0.6%	4,865	+24.4%	$1.9M
SCHVSchwab Strategic Tr	0.7%	0.6%	52,679	+14.6%	$1.8M
DSTLETF Ser Solutions	0.7%	0.7%	27,740	-7.6%	$1.8M
SCHESchwab Strategic Tr	0.6%	0.7%	48,148	-3.4%	$1.7M
IWOIshares Tr	0.6%	0.6%	4,187	-6.2%	$1.6M
JNJJohnson & Johnson	0.6%	0.5%	5,778	+13.1%	$1.5M
TJXTjx Cos Inc New	0.5%	0.6%	8,782	-9.0%	$1.4M
XOMExxon Mobil Corp	0.5%	0.3%	8,690	+51.2%	$1.3M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.3%	2,494	+42.7%	$1.2M
AMZNAmazon Com Inc	0.4%	0.4%	5,259	+28.2%	$1.2M
SCZIshares Tr	0.4%	0.5%	14,584	-3.4%	$1.2M
VNQVanguard Index Fds	0.4%	0.4%	11,796	+1.6%	$1.2M
JPMJpmorgan Chase & Co	0.4%	0.3%	3,288	+39.6%	$1.2M
XLESelect Sector Spdr Tr	0.4%	0.4%	18,664	+0.7%	$1.1M
RBLXRoblox Corp	0.4%	0.5%	21,337	+0.0%	$1.0M
ABBVAbbvie Inc	0.3%	—	3,729	—	$958K
ICFIshares Tr	0.3%	0.4%	13,657	+1.8%	$956K
BNDVanguard Bd Index Fds	0.3%	0.4%	12,952	-10.4%	$938K
LLYEli Lilly & Co	0.3%	—	771	—	$923K
ICSHIshares Tr	0.3%	0.4%	16,745	-5.3%	$846K
IVWIshares Tr	0.3%	0.3%	6,334	-0.5%	$838K
PGProcter & Gamble Co	0.3%	—	5,531	—	$822K

What Meramec Financial Planners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$273.7M	550
Q1 2026	$252.1M	520
Q4 2025	$256.6M	518

Questions about Meramec Financial Planners, LLC's portfolio

What stocks does Meramec Financial Planners, LLC own?

Meramec Financial Planners, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 550 positions worth $273.7M. The largest are Ishares Tr (IWF) at 7.4%, Ishares Tr (IWD) at 6.2%, Vanguard Index Fds (VTV) at 5.1%, Vanguard Index Fds (VOT) at 5.0% and Vanguard Index Fds (VUG) at 4.7%.

What did Meramec Financial Planners, LLC buy last quarter?

In Q2 2026, Meramec Financial Planners, LLC added Vanguard Index Fds (VUG) (+516.3% shares), Ishares Tr (IWF) (+351.9% shares) and Vanguard Index Fds (VO) (+304.5% shares), compared with its Q1 2026 filing.

What did Meramec Financial Planners, LLC sell last quarter?

In Q2 2026, Meramec Financial Planners, LLC cut from its top 50 Tortoise Capital Series Trus (TBLU), cut from its top 50 Nvidia Corporation (NVDA), cut from its top 50 Oracle Corp (ORCL), Wisdomtree Tr (DEM) (-28.7% shares), Vanguard Bd Index Fds (BND) (-10.4% shares) and Tjx Cos Inc New (TJX) (-9.0% shares), compared with its Q1 2026 filing.

When is Meramec Financial Planners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meramec Financial Planners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meramec Financial Planners, LLC manage?

Meramec Financial Planners, LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $273.7M.