Institutional Fund
Meramec Financial Planners, LLC
Saint Louis, MOCIK 21007782 filings on record
Portfolio Value
$252.12M
Q1 2026
Holdings
520
Reported positions
New Buys
37
Opened this quarter
QoQ Change
-1.7%
from $256.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr7.2%
- Ishares Tr5.5%
- Vanguard Index Fds5.3%
- Vanguard Index Fds4.9%
- Vanguard Index Fds4.8%
- Vanguard Index Fds4.4%
- Other67.8%
Portfolio Holdings
520 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 38.3K | $18.19M | 7.2% | +2.6K | Added |
| 2 | Ishares Tr | 60.5K | $13.75M | 5.5% | +3.6K | Added |
| 3 | Vanguard Index Fds | 46.9K | $13.39M | 5.3% | −1.7K | Reduced |
| 4 | Vanguard Index Fds | 60.8K | $12.42M | 4.9% | −145 | Reduced |
| 5 | Vanguard Index Fds | 24.8K | $12.22M | 4.8% | +243 | Added |
| 6 | Vanguard Index Fds | 57.6K | $11.13M | 4.4% | −2.9K | Reduced |
| 7 | Apple Inc | 37.5K | $10.23M | 4.1% | −344 | Reduced |
| 8 | Schwab Strategic Tr | 334.4K | $9.35M | 3.7% | +4.4K | Added |
| 9 | Vanguard Index Fds | 34.7K | $8.09M | 3.2% | −1.7K | Reduced |
| 10 | Vanguard Index Fds | 21.5K | $7.29M | 2.9% | −1.1K | Reduced |
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