Meramec Financial Planners, LLC Top Holdings and 13F Report (2026) About Meramec Financial Planners, LLCInvestment ActivityMeramec Financial Planners, LLC has $273.71 million in total holdings as of June 30, 2026.Meramec Financial Planners, LLC owns shares of 550 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 16.58% of the portfolio was purchased this quarter.About 2.03% of the portfolio was sold this quarter.This quarter, Meramec Financial Planners, LLC has purchased 520 new stocks and bought additional shares in 151 stocks.Meramec Financial Planners, LLC sold shares of 93 stocks and completely divested from 81 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $20,283,382iShares Russell 1000 Value ETF $17,103,389Vanguard Value ETF $13,976,776Vanguard Mid-Cap Growth ETF $13,579,374Vanguard Growth ETF $12,750,484 Largest New Holdings this Quarter 59156R108 - MetLife $184,669 Holding29364G103 - Entergy $182,016 Holding438516205 - HONEYWELL INTL INC $132,951 Holding89422G107 - Travere Therapeutics $128,947 Holding842587107 - Southern $128,608 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 134,848 shares (about $15.79M)Vanguard Growth ETF 128,109 shares (about $10.68M)Vanguard Mid-Cap ETF 56,651 shares (about $4.59M)iShares Russell 1000 Value ETF 8,010 shares (about $2.00M)Eli Lilly and Company 631 shares (about $755.68K) Largest Sales this Quarter WisdomTree Emerging Markets High Dividend Fund 30,424 shares (about $1.62M)Schwab US Large-Cap ETF 8,774 shares (about $255.85K)Schwab US Small-Cap ETF 6,884 shares (about $233.16K)iShares Russell 2000 Value ETF 1,035 shares (about $229.94K)Vanguard Mid-Cap Growth ETF 774 shares (about $228.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeramec Financial Planners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$20,283,382$15,794,731 ▲351.9%173,1707.4%ETFIWDiShares Russell 1000 Value ETF$17,103,389$2,000,411 ▲13.2%68,4856.2%ETFVTVVanguard Value ETF$13,976,776$499,091 ▲3.7%63,0385.1%ETFVOTVanguard Mid-Cap Growth ETF$13,579,374$228,106 ▼-1.7%46,0775.0%ETFVUGVanguard Growth ETF$12,750,484$10,681,740 ▲516.3%152,9204.7%ETFAAPLApple$12,728,626$110,505 ▲0.9%37,7814.7%TechnologyVOEVanguard Mid-Cap Value ETF$11,726,564$109,721 ▼-0.9%57,0724.3%ETFSCHXSchwab US Large-Cap ETF$9,495,211$255,849 ▼-2.6%325,6253.5%ETFVBRVanguard Small-Cap Value ETF$8,879,480$361,656 ▲4.2%36,1413.2%ETFIVViShares Core S&P 500 ETF$8,132,611$641,579 ▲8.6%10,9523.0%ETFVBKVanguard Small-Cap Growth ETF$7,215,986$191,840 ▼-2.6%20,9892.6%ETFIEFAiShares Core MSCI EAFE ETF$6,372,194$218,836 ▲3.6%65,8082.3%ETFVOVanguard Mid-Cap ETF$6,096,661$4,589,305 ▲304.5%75,2582.2%ETFNEARiShares Short Duration Bond Active ETF$5,214,337$201,277 ▲4.0%103,3661.9%ETFVBVanguard Small-Cap ETF$5,153,317$58,486 ▼-1.1%17,3581.9%ETFEFGiShares MSCI EAFE Growth ETF$5,076,212$325,050 ▲6.8%42,4151.9%ETFEFViShares MSCI EAFE Value ETF$4,677,201$436,171 ▲10.3%58,7961.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,325,500$107,892 ▲2.6%128,8121.6%ETFDEMWisdomTree Emerging Markets High Dividend Fund$4,030,449$1,622,204 ▼-28.7%75,5901.5%ETFSCHASchwab US Small-Cap ETF$3,781,642$233,160 ▼-5.8%111,6521.4%ETFSCHMSchwab U.S. Mid-Cap ETF$3,232,440$48,643 ▼-1.5%92,4351.2%ETFSFStifel Financial$3,091,5940.0%37,5331.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$3,062,424$51,361 ▲1.7%39,5911.1%ETFVVVanguard Large-Cap ETF$2,848,546$31,956 ▼-1.1%8,3791.0%ETFIWNiShares Russell 2000 Value ETF$2,712,642$229,941 ▼-7.8%12,2101.0%ETFSPYSPDR S&P 500 ETF Trust$2,705,528$84,248 ▼-3.0%3,6611.0%ETFIWBiShares Russell 1000 ETF$2,265,771$3,236 ▲0.1%5,6020.8%ETFSCHFSchwab International Equity ETF$2,099,251$36,816 ▲1.8%77,3770.8%ETFMSFTMicrosoft$1,893,027$371,601 ▲24.4%4,8650.7%TechnologySCHVSchwab U.S. Large-Cap Value ETF$1,804,770$229,575 ▲14.6%52,6790.7%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$1,786,168$146,100 ▼-7.6%27,7400.7%ETFSCHESchwab Emerging Markets Equity ETF$1,716,470$61,318 ▼-3.4%48,1480.6%ETFIWOiShares Russell 2000 Growth ETF$1,564,143$102,732 ▼-6.2%4,1870.6%ETFJNJJohnson & Johnson$1,536,660$177,389 ▲13.1%5,7780.6%HealthcareTJXTJX Companies$1,373,330$136,051 ▼-9.0%8,7820.5%Consumer DiscretionaryXOMExxonMobil$1,344,994$455,193 ▲51.2%8,6900.5%EnergyBRK.BBerkshire Hathaway$1,239,967$370,896 ▲42.7%2,4940.5%FinanceAMZNAmazon.com$1,216,881$267,950 ▲28.2%5,2590.4%Consumer DiscretionarySCZiShares MSCI EAFE Small-Cap ETF$1,214,567$42,140 ▼-3.4%14,5840.4%ETFVNQVanguard Real Estate ETF$1,185,996$19,103 ▲1.6%11,7960.4%ETFJPMJPMorgan Chase & Co.$1,171,186$332,335 ▲39.6%3,2880.4%FinanceXLEEnergy Select Sector SPDR Fund$1,089,221$7,820 ▲0.7%18,6640.4%ETFRBLXRoblox$1,033,1380.0%21,3370.4%Communication ServicesABBVAbbVie$958,018$46,244 ▲5.1%3,7290.4%HealthcareICFiShares Select U.S. REIT ETF$955,734$16,656 ▲1.8%13,6570.3%ETFBNDVanguard Total Bond Market ETF$938,487$108,906 ▼-10.4%12,9520.3%ETFLLYEli Lilly and Company$923,339$755,677 ▲450.7%7710.3%HealthcareICSHiShares Ultra Short-Term Bond Active ETF$845,695$46,868 ▼-5.3%16,7450.3%ETFIVWiShares S&P 500 Growth ETF$838,203$3,970 ▼-0.5%6,3340.3%ETFPGProcter & Gamble$822,147$145,373 ▲21.5%5,5310.3%Consumer StaplesTORTOISE CAPITAL SERIES TRUS$776,678$17,616 ▼-2.2%15,1670.3%GLOBAL WATER ETFNVDANVIDIA$770,002$10,220 ▲1.3%3,9180.3%TechnologyIWMiShares Russell 2000 ETF$767,721$35,442 ▲4.8%2,6210.3%ETFBNY MELLON ETF TRUST II$729,485$336,097 ▲85.4%21,6590.3%DYNAMIC VALUEGOOGAlphabet$713,043$104,196 ▲17.1%2,1830.3%Communication ServicesHDHome Depot$711,775$262,463 ▲58.4%2,1180.3%Consumer DiscretionaryMRKMerck & Co., Inc.$593,912$3,269 ▼-0.5%4,5420.2%HealthcareWALMART INC$579,870$24,250 ▼-4.0%5,1890.2%COMVTIVanguard Total Stock Market ETF$573,116$36,869 ▲6.9%1,5700.2%ETFPMPhilip Morris International$562,719$14,479 ▼-2.5%2,8760.2%Consumer StaplesCICigna Group$558,069$23,859 ▲4.5%1,9180.2%HealthcareEFAiShares MSCI EAFE ETF$555,660$51,223 ▼-8.4%5,3480.2%ETFEFSCEnterprise Financial Services$547,375$151,075 ▲38.1%8,3370.2%FinanceAEEAmeren$528,154$195,521 ▲58.8%4,7110.2%UtilitiesIJTiShares S&P Small-Cap 600 Growth ETF$519,141$71,106 ▼-12.0%3,0080.2%ETFVEAVanguard FTSE Developed Markets ETF$500,139$14,630 ▲3.0%7,1450.2%ETFORCLOracle$499,5040.0%4,1660.2%TechnologyRTXRTX$499,309$12,232 ▼-2.4%2,2860.2%IndustrialsIVEiShares S&P 500 Value ETF$497,997$465 ▲0.1%2,1430.2%ETFEMREmerson Electric$482,837$149,450 ▲44.8%3,2340.2%IndustrialsMUMicron Technology$469,914$900 ▲0.2%5220.2%TechnologyXLKTechnology Select Sector SPDR Fund$454,197$4,532 ▲1.0%2,6060.2%ETFIJRiShares Core S&P Small-Cap ETF$447,602$9,749 ▼-2.1%3,0760.2%ETFIWRiShares Russell Mid-Cap ETF$438,453$4,289 ▲1.0%3,9870.2%ETFGOOGLAlphabet$435,785$31,034 ▼-6.6%1,3340.2%Communication ServicesPEPPepsiCo$433,869$123,563 ▲39.8%3,1040.2%Consumer StaplesVIGVanguard Dividend Appreciation ETF$430,666$1,679 ▲0.4%1,7950.2%ETFUNPUnion Pacific$425,605$8,081 ▼-1.9%1,4220.2%IndustrialsCSCOCisco Systems$407,641$16,613 ▼-3.9%3,5580.1%TechnologyCVXChevron$405,080$119,510 ▲41.8%2,1320.1%EnergyIWSiShares Russell Mid-Cap Value ETF$403,086$15,742 ▼-3.8%2,4070.1%ETFKOCocaCola$402,6780.0%4,7900.1%Consumer StaplesIJKiShares S&P Mid-Cap 400 Growth ETF$402,140$9,431 ▼-2.3%3,5390.1%ETFTAT&T$380,227$128,598 ▲51.1%15,5700.1%Communication ServicesDFIVDimensional International Value ETF$365,948$5,338 ▲1.5%6,5130.1%ETFCATCaterpillar$365,0320.0%4180.1%IndustrialsMSMorgan Stanley$358,959$35,188 ▼-8.9%1,6730.1%FinanceALLAllstate$358,7240.0%1,3730.1%FinanceSDYSPDR S&P Dividend ETF$354,643$9,555 ▲2.8%2,2640.1%ETFBACBank of America$351,718$2,609 ▼-0.7%5,6610.1%FinanceVYMVanguard High Dividend Yield ETF$349,382$17,087 ▲5.1%2,1470.1%ETFABTAbbott Laboratories$348,057$1,881 ▼-0.5%3,3310.1%HealthcareIJSiShares S&P Small-Cap 600 Value ETF$337,228$15,118 ▼-4.3%2,4760.1%ETFMETAMeta Platforms$333,962$1,188 ▲0.4%5620.1%Communication ServicesCCitigroup$311,321$23,159 ▼-6.9%2,3390.1%FinanceJCIJohnson Controls International$303,987$14,626 ▼-4.6%2,1200.1%IndustrialsSPDWSPDR Portfolio Developed World ex-US ETF$302,499$4,215 ▲1.4%6,1000.1%ETFIWPiShares Russell Mid-Cap Growth ETF$301,289$7,563 ▲2.6%2,1910.1%ETFCGWInvesco S&P Global Water Index ETF$297,812$6,788 ▲2.3%4,6070.1%ETFMOAltria Group$281,471$2,186 ▼-0.8%3,8620.1%Consumer StaplesShowing largest 100 holdings. 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