Meramec Financial Planners, LLC Top Holdings and 13F Report (2026) About Meramec Financial Planners, LLCInvestment ActivityMeramec Financial Planners, LLC has $252.12 million in total holdings as of March 31, 2026.Meramec Financial Planners, LLC owns shares of 520 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 5.10% of the portfolio was sold this quarter.This quarter, Meramec Financial Planners, LLC has purchased 517 new stocks and bought additional shares in 82 stocks.Meramec Financial Planners, LLC sold shares of 111 stocks and completely divested from 34 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $18,192,633iShares Russell 1000 Value ETF $13,745,372Vanguard Mid-Cap Growth ETF $13,385,900Vanguard Value ETF $12,415,767Vanguard Growth ETF $12,221,389 Largest New Holdings this Quarter 76131D103 - Restaurant Brands International $100,611 Holding316092840 - Fidelity High Dividend ETF $62,651 Holding316092352 - Fidelity Blue Chip Growth ETF $58,339 Holding31609A404 - FIDELITY COVINGTON TRUST $52,484 Holding704326107 - Paychex $48,593 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 2,629 shares (about $1.25M)Stifel Financial 12,511 shares (about $1.02M)iShares Russell 1000 Value ETF 3,590 shares (about $815.97K)Schwab U.S. Large-Cap Growth ETF 4,033 shares (about $131.23K)Schwab US Large-Cap ETF 4,360 shares (about $121.91K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,084 shares (about $768.22K)WisdomTree Emerging Markets High Dividend Fund 13,014 shares (about $681.54K)GE Aerospace 2,190 shares (about $664.89K)Vanguard Small-Cap ETF 2,092 shares (about $598.68K)Vanguard Mid-Cap Value ETF 2,886 shares (about $557.40K) 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$18,192,633$1,248,067 â–²7.4%38,3227.2%ETFIWDiShares Russell 1000 Value ETF$13,745,372$815,972 â–²6.3%60,4755.5%ETFVOTVanguard Mid-Cap Growth ETF$13,385,900$484,282 â–¼-3.5%46,8515.3%ETFVTVVanguard Value ETF$12,415,767$29,616 â–¼-0.2%60,7874.9%ETFVUGVanguard Growth ETF$12,221,389$119,697 â–²1.0%24,8114.8%ETFVOEVanguard Mid-Cap Value ETF$11,125,968$557,399 â–¼-4.8%57,6064.4%ETFAAPLApple$10,226,365$93,928 â–¼-0.9%37,4534.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$9,349,794$121,906 â–²1.3%334,3993.7%ETFVBRVanguard Small-Cap Value ETF$8,087,507$386,308 â–¼-4.6%34,6693.2%ETFVBKVanguard Small-Cap Growth ETF$7,285,185$359,407 â–¼-4.7%21,5472.9%ETFIVViShares Core S&P 500 ETF$7,183,757$455,750 â–¼-6.0%10,0882.8%ETFIEFAiShares Core MSCI EAFE ETF$6,166,670$428,042 â–¼-6.5%63,5482.4%ETFVOVanguard Mid-Cap ETF$5,738,995$205,107 â–¼-3.5%18,6072.3%ETFDEMWisdomTree Emerging Markets High Dividend Fund$5,551,957$681,544 â–¼-10.9%106,0142.2%FinanceNEARiShares Short Duration Bond Active ETF$5,065,176$98,168 â–²2.0%99,3762.0%ETFVBVanguard Small-Cap ETF$5,023,797$598,677 â–¼-10.6%17,5552.0%ETFEFGiShares MSCI EAFE Growth ETF$4,832,246$161,769 â–¼-3.2%39,6991.9%ETFEFViShares MSCI EAFE Value ETF$4,176,531$163,965 â–¼-3.8%53,3131.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,086,981$131,233 â–²3.3%125,5991.6%ETFSCHASchwab US Small-Cap ETF$3,842,923$188,327 â–¼-4.7%118,5361.5%ETFSCHMSchwab U.S. Mid-Cap ETF$3,183,512$119,841 â–¼-3.6%93,8261.3%ETFSFStifel Financial$3,064,945$1,021,648 â–²50.0%37,5331.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$3,018,415$220,215 â–¼-6.8%38,9271.2%ETFVVVanguard Large-Cap ETF$2,760,023$231,278 â–¼-7.7%8,4731.1%ETFIWNiShares Russell 2000 Value ETF$2,749,512$63,937 â–¼-2.3%13,2451.1%ETFSPYSPDR S&P 500 ETF Trust$2,675,292$768,216 â–¼-22.3%3,7751.1%FinanceIWBiShares Russell 1000 ETF$2,173,319$386,955 â–¼-15.1%5,5940.9%ETFSCHFSchwab International Equity ETF$2,034,304$62,565 â–²3.2%76,0200.8%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$1,819,435$247,915 â–¼-12.0%30,0090.7%ETFSCHESchwab Emerging Markets Equity ETF$1,784,789$241,620 â–¼-11.9%49,8680.7%ETFMSFTMicrosoft$1,634,810$6,690 â–²0.4%3,9100.6%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$1,600,472$313,136 â–¼-16.4%4,4620.6%ETFTJXTJX Companies$1,541,328$3,034 â–¼-0.2%9,6520.6%Retail/WholesaleSCHVSchwab U.S. Large-Cap Value ETF$1,475,443$87,382 â–²6.3%45,9780.6%ETFRBLXRoblox$1,319,2670.0%21,3370.5%Consumer DiscretionarySCZiShares MSCI EAFE Small-Cap ETF$1,276,486$144,482 â–¼-10.2%15,0900.5%ETFJNJJohnson & Johnson$1,179,057$3,230 â–¼-0.3%5,1110.5%MedicalVNQVanguard Real Estate ETF$1,126,163$17,466 â–²1.6%11,6060.4%ETFBNDVanguard Total Bond Market ETF$1,069,788$63,499 â–²6.3%14,4550.4%ETFXLEEnergy Select Sector SPDR Fund$1,020,462$6,388 â–²0.6%18,5300.4%ETFAMZNAmazon.com$1,018,197$60,332 â–¼-5.6%4,1010.4%Retail/WholesaleICFiShares Select U.S. REIT ETF$909,395$64,991 â–¼-6.7%13,4190.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$894,094$34,655 â–²4.0%17,6730.4%ETFXOMExxonMobil$848,968$141,470 â–¼-14.3%5,7490.3%EnergyBRK.BBerkshire Hathaway$825,196$1,888 â–²0.2%1,7480.3%FinanceTORTOISE CAPITAL SERIES TRUS$823,750$254,438 â–¼-23.6%15,5110.3%GLOBAL WATER ETFIVWiShares S&P 500 Growth ETF$812,736$4,853 â–²0.6%6,3640.3%ETFNVDANVIDIA$781,182$4,041 â–¼-0.5%3,8660.3%Computer and TechnologyJPMJPMorgan Chase & Co.$746,512$404,480 â–¼-35.1%2,3550.3%FinanceORCLOracle$739,7990.0%4,1660.3%Computer and TechnologyABBVAbbVie$722,9670.0%3,5490.3%MedicalIWMiShares Russell 2000 ETF$693,330$249,044 â–¼-26.4%2,5000.3%FinanceWALMART INC$691,492$215,532 â–¼-23.8%5,4060.3%COMPGProcter & Gamble$657,897$99,848 â–¼-13.2%4,5530.3%Consumer StaplesGOOGAlphabet$625,226$4,360 â–¼-0.7%1,8640.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$606,983$2,910 â–¼-0.5%5,8410.2%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$548,303$146,855 â–¼-21.1%3,4200.2%ETFMRKMerck & Co., Inc.$534,796$101,877 â–¼-16.0%4,5670.2%MedicalVTIVanguard Total Stock Market ETF$514,290$8,052 â–¼-1.5%1,4690.2%ETFCICigna Group$513,935$2,519 â–²0.5%1,8360.2%MedicalGOOGLAlphabet$482,2260.0%1,4290.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$480,882$128,332 â–¼-21.1%6,9360.2%ETFIVEiShares S&P 500 Value ETF$473,438$442 â–²0.1%2,1410.2%ETFHDHome Depot$469,3870.0%1,3370.2%Retail/WholesalePMPhilip Morris International$464,773$1,260 â–²0.3%2,9500.2%Consumer StaplesRTXRTX$458,5410.0%2,3420.2%AerospaceIJRiShares Core S&P Small-Cap ETF$427,969$61,138 â–¼-12.5%3,1430.2%ETFIWRiShares Russell Mid-Cap ETF$413,083$133,823 â–¼-24.5%3,9480.2%ETFVIGVanguard Dividend Appreciation ETF$406,405$8,410 â–¼-2.0%1,7880.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$399,956$32,133 â–¼-7.4%3,6220.2%ETFXLKTechnology Select Sector SPDR Fund$398,709$618 â–²0.2%2,5800.2%ETFIWSiShares Russell Mid-Cap Value ETF$391,581$181,151 â–¼-31.6%2,5010.2%ETFMETAMeta Platforms$375,9180.0%5600.1%Computer and TechnologyUNPUnion Pacific$365,4090.0%1,4490.1%TransportationBNY MELLON ETF TRUST II$365,3600.0%11,6800.1%DYNAMIC VALUEKOCocaCola$361,5340.0%4,7900.1%Consumer StaplesDFIVDimensional International Value ETF$355,793$721 â–²0.2%6,4180.1%ETFEFSCEnterprise Financial Services$353,0460.0%6,0360.1%FinanceMSMorgan Stanley$350,3160.0%1,8370.1%FinancePEPPepsiCo$348,557$1,256 â–²0.4%2,2200.1%Consumer StaplesCCitigroup$334,355$1,197 â–¼-0.4%2,5130.1%Financial ServicesCATCaterpillar$333,7320.0%4180.1%IndustrialsIJSiShares S&P Small-Cap 600 Value ETF$331,980$9,881 â–¼-2.9%2,5870.1%ETFAEEAmeren$330,144$35,830 â–¼-9.8%2,9670.1%UtilitiesSDYSPDR S&P Dividend ETF$328,538$895 â–²0.3%2,2030.1%ETFEMREmerson Electric$327,738$2,642 â–¼-0.8%2,2330.1%IndustrialsCSCOCisco Systems$324,7910.0%3,7030.1%Computer and TechnologyABTAbbott Laboratories$321,504$1,728 â–²0.5%3,3490.1%MedicalVYMVanguard High Dividend Yield ETF$316,6740.0%2,0420.1%Financial ServicesJCIJohnson Controls International$313,258$2,256 â–¼-0.7%2,2220.1%ConstructionBACBank of America$307,6770.0%5,7030.1%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$296,6600.0%6,0150.1%ETFCGWInvesco S&P Global Water Index ETF$296,290$148,737 â–¼-33.4%4,5020.1%ETFIWPiShares Russell Mid-Cap Growth ETF$295,8080.0%2,1360.1%ETFVWOVanguard FTSE Emerging Markets ETF$295,674$118 â–¼0.0%5,0190.1%ETFALLAllstate$295,4010.0%1,3730.1%FinanceNEENextEra Energy$281,367$73,608 â–¼-20.7%3,0580.1%UtilitiesXLBMaterials Select Sector SPDR Fund$279,461$1,201 â–²0.4%5,3510.1%ETFCVXChevron$275,425$1,100 â–²0.4%1,5030.1%EnergySPROTT ASSET MANAGEMENT LP$271,2550.0%5,4240.1%PHYSICAL GOLD ANShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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