Meramec Financial Planners, LLC holds a diversified book of 550 reported positions worth $273.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; they opened Metlife Inc and trimmed Vanguard Mid-Cap Growth ETF. Their largest long position is Ishares Russell 1000 Growth at 7% of the reported non-option book. Cloning the disclosed picks since 2026 would be +10% (+17.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Meramec Financial Planners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
+5 sectors below the cut, 3% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Meramec Financial Planners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.4B |
| Swiss Re Ltd | 27 / 80 | $1.0B |
| New World Advisors LLC | 35 / 80 | $542.8M |
| Vista Capital Partners, Inc. | 48 / 80 | $999.1M |
| Clayton Financial Group LLC | 37 / 80 | $156.1M |
| Latigo Investments, LLC | 10 / 80 | $193.7M |
| MPS Loria Financial Planners, LLC | 30 / 80 | $358.6M |
| Ardent Capital Management, Inc. | 20 / 80 | $193.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Meramec Financial Planners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS 1000 GRW ETF | $20.3M | 173.2K | 7.4% | ▲+352% Added · +135K sh | |
| 2 | Ishares TR RUS 1000 VAL ETF | $17.1M | 68.5K | 6.2% | ▲+13% Added · +8K sh | |
| 3 | Vanguard Index FDS VALUE ETF | $14.0M | 63.0K | 5.1% | ▲+3.7% Added · +2K sh | |
| 4 | Vanguard Index FDS MCAP GR IDXVIP | $13.6M | 46.1K | 5.0% | ▼−1.6% Reduced · −774 sh | |
| 5 | Vanguard Index FDS GROWTH ETF | $12.8M | 152.9K | 4.7% | ▲+516% Added · +128K sh | |
| 6 | Apple Inc COM | $12.7M | 37.8K | 4.7% | ▲+0.9% Added · +328 sh | |
| 7 | Vanguard Index FDS MCAP VL IDXVIP | $11.7M | 57.1K | 4.3% | ▼−0.9% Reduced · −534 sh | |
| 8 | Schwab Strategic TR US LRG CAP ETF | $9.5M | 325.6K | 3.5% | ▼−2.6% Reduced · −9K sh | |
| 9 | Vanguard Index FDS SM CP VAL ETF | $8.9M | 36.1K | 3.2% | ▲+4.2% Added · +1K sh | |
| 10 | Ishares TR CORE S&P500 ETF | $8.1M | 11.0K | 3.0% | ▲+8.6% Added · +864 sh | |
| 11 | Vanguard Index FDS SML CP GRW ETF | $7.2M | 21.0K | 2.6% | ▼−2.6% Reduced · −558 sh | |
| 12 | Ishares TR CORE MSCI EAFE | $6.4M | 65.8K | 2.3% | ▲+3.5% Added · +2K sh | |
| 13 | Vanguard Index FDS MID CAP ETF | $6.1M | 75.3K | 2.2% | ▲+304% Added · +57K sh | |
| 14 | Ishares U S ETF TR SHOR DURA BD ETF | $5.2M | 103.4K | 1.9% | ▲+4.0% Added · +4K sh | |
| 15 | Vanguard Index FDS SMALL CP ETF | $5.2M | 17.4K | 1.9% | ▼−1.1% Reduced · −197 sh | |
| 16 | Ishares TR EAFE GRWTH ETF | $5.1M | 42.4K | 1.9% | ▲+6.8% Added · +3K sh | |
| 17 | Ishares TR EAFE VALUE ETF | $4.7M | 58.8K | 1.7% | ▲+10% Added · +5K sh | |
| 18 | Schwab Strategic TR US LCAP GR ETF | $4.3M | 128.8K | 1.6% | ▲+2.5% Added · +3K sh | |
| 19 | Wisdomtree TR EMER MKT HIGH FD | $4.0M | 75.6K | 1.5% | ▼−29% Reduced · −30K sh | |
| 20 | Schwab Strategic TR US SML CAP ETF | $3.8M | 111.7K | 1.4% | ▼−5.8% Reduced · −7K sh | |
| 21 | Schwab Strategic TR US MID-CAP ETF | $3.2M | 92.4K | 1.2% | ▼−1.5% Reduced · −1K sh | |
| 22 | Stifel Finl Corp COM | $3.1M | 37.5K | 1.1% | —Held | |
| 23 | Ishares Inc CORE MSCI EMKT | $3.1M | 39.6K | 1.1% | ▲+1.7% Added · +664 sh | |
| 24 | Vanguard Index FDS LARGE CAP ETF | $2.8M | 8.4K | 1.0% | ▼−1.1% Reduced · −94 sh | |
| 25 | Ishares TR RUS 2000 VAL ETF | $2.7M | 12.2K | 1.0% | ▼−7.8% Reduced · −1K sh | |
| 26 | State STR SPDR S&P 500 ETF T TR UNIT | $2.7M | 3.7K | 1.0% | ▼−3.0% Reduced · −114 sh | |
| 27 | Ishares TR RUS 1000 ETF | $2.3M | 5.6K | 0.8% | ▲+0.1% Added · +8 sh | |
| 28 | Schwab Strategic TR INTL EQTY ETF | $2.1M | 77.4K | 0.8% | ▲+1.8% Added · +1K sh | |
| 29 | Microsoft Corp COM | $1.9M | 4.9K | 0.7% | ▲+24% Added · +955 sh | |
| 30 | Schwab Strategic TR US LCAP VA ETF | $1.8M | 52.7K | 0.7% | ▲+15% Added · +7K sh | |
| 31 | ETF Ser Solutions DISTILLATE US | $1.8M | 27.7K | 0.7% | ▼−7.6% Reduced · −2K sh | |
| 32 | Schwab Strategic TR EMRG MKTEQ ETF | $1.7M | 48.1K | 0.6% | ▼−3.4% Reduced · −2K sh | |
| 33 | Ishares TR RUS 2000 GRW ETF | $1.6M | 4.2K | 0.6% | ▼−6.2% Reduced · −275 sh | |
| 34 | Johnson & Johnson COM | $1.5M | 5.8K | 0.6% | ▲+13% Added · +667 sh | |
| 35 | TJX Cos Inc New COM | $1.4M | 8.8K | 0.5% | ▼−9.0% Reduced · −870 sh | |
| 36 | Exxon Mobil Corp COM | $1.3M | 8.7K | 0.5% | ▲+51% Added · +3K sh | |
| 37 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.5K | 0.5% | ▲+43% Added · +746 sh | |
| 38 | Amazon Com Inc COM | $1.2M | 5.3K | 0.4% | ▲+28% Added · +1K sh | |
| 39 | Ishares TR EAFE SML CP ETF | $1.2M | 14.6K | 0.4% | ▼−3.4% Reduced · −506 sh | |
| 40 | Vanguard Index FDS REAL ESTATE ETF | $1.2M | 11.8K | 0.4% | ▲+1.6% Added · +190 sh | |
| 41 | JPMorgan Chase & Co COM | $1.2M | 3.3K | 0.4% | ▲+40% Added · +933 sh | |
| 42 | Select Sector SPDR TR ST STR ENERG ETF | $1.1M | 18.7K | 0.4% | ▲+0.7% Added · +134 sh | |
| 43 | Roblox Corp CL A | $1.0M | 21.3K | 0.4% | —Held | |
| 44 | Abbvie Inc COM | $958K | 3.7K | 0.4% | ▲+5.1% Added · +180 sh | |
| 45 | Ishares TR SELECT US REIT | $956K | 13.7K | 0.3% | ▲+1.8% Added · +238 sh | |
| 46 | Vanguard BD Index FDS TOTAL BND MRKT | $938K | 13.0K | 0.3% | ▼−10% Reduced · −2K sh | |
| 47 | Eli Lilly & Co COM | $923K | 771 | 0.3% | ▲+451% Added · +631 sh | |
| 48 | Ishares TR ULTRA SHORT DUR | $846K | 16.7K | 0.3% | ▼−5.3% Reduced · −928 sh | |
| 49 | Ishares TR S&P 500 GRWT ETF | $838K | 6.3K | 0.3% | ▼−0.5% Reduced · −30 sh | |
| 50 | Procter & Gamble Co COM | $822K | 5.5K | 0.3% | ▲+21% Added · +978 sh |
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Use Arkolith to show Meramec Financial Planners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.