Arkolith/Funds/Meramec Financial Planners, LLC

Meramec Financial Planners, LLC

CIK 2100778
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Meramec Financial Planners, LLC holds a diversified book of 550 stocks worth $273.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Metlife Inc and trimmed Vanguard Mid-Cap Growth ETF. Their largest long position is Ishares Russell 1000 Growth at 7% of the equity book. Cloning the disclosed picks since 2026 would be +6% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Meramec Financial Planners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
138
new positions
Added to
151
existing
Trimmed
93
reduced
Sold out
81
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+6.1%
+13.7%/yr · since Feb '26
Their reported book
+7.3%
held from quarter-end
S&P 500
+7.3%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
Meramec Financial Planners, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Meramec Financial Planners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
47%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

21% mapped to company sectors

ETF / fund or unclassified
79%
Information Technology
8%
Financials
4%
Health Care
2%
Consumer Discretionary
2%
Industrials
1%
Utilities
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Meramec Financial Planners, LLC

Manager / fundShared namesTheir $ in those
UBS Group AG80 / 80$156.9B
ENVESTNET ASSET MANAGEMENT INC80 / 80$123.2B
LPL Financial LLC80 / 80$96.5B
RAYMOND JAMES FINANCIAL INC80 / 80$91.4B
Mariner, LLC80 / 80$38.6B
OSAIC HOLDINGS, INC.80 / 80$19.8B
FMR LLC79 / 80$668.1B
MORGAN STANLEY79 / 80$576.5B

Ranked by how many of Meramec Financial Planners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

550 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
RUS 1000 GRW ETF
$20.3M173.2K
7.4%
+352%
Added · +135K sh
2Ishares TR
RUS 1000 VAL ETF
$17.1M68.5K
6.2%
+13%
Added · +8K sh
3Vanguard Index FDS
VALUE ETF
$14.0M63.0K
5.1%
+3.7%
Added · +2K sh
4Vanguard Index FDS
MCAP GR IDXVIP
$13.6M46.1K
5.0%
−1.6%
Reduced · −774 sh
5Vanguard Index FDS
GROWTH ETF
$12.8M152.9K
4.7%
+516%
Added · +128K sh
6Apple Inc
COM
$12.7M37.8K
4.7%
+0.9%
Added · +328 sh
7Vanguard Index FDS
MCAP VL IDXVIP
$11.7M57.1K
4.3%
−0.9%
Reduced · −534 sh
8Schwab Strategic TR
US LRG CAP ETF
$9.5M325.6K
3.5%
−2.6%
Reduced · −9K sh
9Vanguard Index FDS
SM CP VAL ETF
$8.9M36.1K
3.2%
+4.2%
Added · +1K sh
10Ishares TR
CORE S&P500 ETF
$8.1M11.0K
3.0%
+8.6%
Added · +864 sh
11Vanguard Index FDS
SML CP GRW ETF
$7.2M21.0K
2.6%
−2.6%
Reduced · −558 sh
12Ishares TR
CORE MSCI EAFE
$6.4M65.8K
2.3%
+3.5%
Added · +2K sh
13Vanguard Index FDS
MID CAP ETF
$6.1M75.3K
2.2%
+304%
Added · +57K sh
14Ishares U S ETF TR
SHOR DURA BD ETF
$5.2M103.4K
1.9%
+4.0%
Added · +4K sh
15Vanguard Index FDS
SMALL CP ETF
$5.2M17.4K
1.9%
−1.1%
Reduced · −197 sh
16Ishares TR
EAFE GRWTH ETF
$5.1M42.4K
1.9%
+6.8%
Added · +3K sh
17Ishares TR
EAFE VALUE ETF
$4.7M58.8K
1.7%
+10%
Added · +5K sh
18Schwab Strategic TR
US LCAP GR ETF
$4.3M128.8K
1.6%
+2.5%
Added · +3K sh
19Wisdomtree TR
EMER MKT HIGH FD
$4.0M75.6K
1.5%
−29%
Reduced · −30K sh
20Schwab Strategic TR
US SML CAP ETF
$3.8M111.7K
1.4%
−5.8%
Reduced · −7K sh
21Schwab Strategic TR
US MID-CAP ETF
$3.2M92.4K
1.2%
−1.5%
Reduced · −1K sh
22Stifel Finl Corp
COM
$3.1M37.5K
1.1%
Held
23Ishares Inc
CORE MSCI EMKT
$3.1M39.6K
1.1%
+1.7%
Added · +664 sh
24Vanguard Index FDS
LARGE CAP ETF
$2.8M8.4K
1.0%
−1.1%
Reduced · −94 sh
25Ishares TR
RUS 2000 VAL ETF
$2.7M12.2K
1.0%
−7.8%
Reduced · −1K sh
26State STR SPDR S&P 500 ETF T
TR UNIT
$2.7M3.7K
1.0%
−3.0%
Reduced · −114 sh
27Ishares TR
RUS 1000 ETF
$2.3M5.6K
0.8%
+0.1%
Added · +8 sh
28Schwab Strategic TR
INTL EQTY ETF
$2.1M77.4K
0.8%
+1.8%
Added · +1K sh
29Microsoft Corp
COM
$1.9M4.9K
0.7%
+24%
Added · +955 sh
30Schwab Strategic TR
US LCAP VA ETF
$1.8M52.7K
0.7%
+15%
Added · +7K sh
31ETF Ser Solutions
DISTILLATE US
$1.8M27.7K
0.7%
−7.6%
Reduced · −2K sh
32Schwab Strategic TR
EMRG MKTEQ ETF
$1.7M48.1K
0.6%
−3.4%
Reduced · −2K sh
33Ishares TR
RUS 2000 GRW ETF
$1.6M4.2K
0.6%
−6.2%
Reduced · −275 sh
34Johnson & Johnson
COM
$1.5M5.8K
0.6%
+13%
Added · +667 sh
35TJX Cos Inc New
COM
$1.4M8.8K
0.5%
−9.0%
Reduced · −870 sh
36Exxon Mobil Corp
COM
$1.3M8.7K
0.5%
+51%
Added · +3K sh
37Berkshire Hathaway Inc Del
CL B NEW
$1.2M2.5K
0.5%
+43%
Added · +746 sh
38Amazon Com Inc
COM
$1.2M5.3K
0.4%
+28%
Added · +1K sh
39Ishares TR
EAFE SML CP ETF
$1.2M14.6K
0.4%
−3.4%
Reduced · −506 sh
40Vanguard Index FDS
REAL ESTATE ETF
$1.2M11.8K
0.4%
+1.6%
Added · +190 sh
41JPMorgan Chase & Co
COM
$1.2M3.3K
0.4%
+40%
Added · +933 sh
42Select Sector SPDR TR
ST STR ENERG ETF
$1.1M18.7K
0.4%
+0.7%
Added · +134 sh
43Roblox Corp
CL A
$1.0M21.3K
0.4%
Held
44Abbvie Inc
COM
$958K3.7K
0.4%
+5.1%
Added · +180 sh
45Ishares TR
SELECT US REIT
$956K13.7K
0.3%
+1.8%
Added · +238 sh
46Vanguard BD Index FDS
TOTAL BND MRKT
$938K13.0K
0.3%
−10%
Reduced · −2K sh
47Eli Lilly & Co
COM
$923K771
0.3%
+451%
Added · +631 sh
48Ishares TR
ULTRA SHORT DUR
$846K16.7K
0.3%
−5.3%
Reduced · −928 sh
49Ishares TR
S&P 500 GRWT ETF
$838K6.3K
0.3%
−0.5%
Reduced · −30 sh
50Procter & Gamble Co
COM
$822K5.5K
0.3%
+21%
Added · +978 sh
Showing 50 of 550 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 2026581$273.7M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026551$252.1M13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026580$256.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.