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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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2100778/holdings"
Use Arkolith to show Meramec Financial Planners, LLC's latest holdings, largest changes, and filing provenance.
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.
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
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, no cost basis
Other tracked managers holding the same core names as Meramec Financial Planners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 80 / 80 | $156.9B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $123.2B |
| LPL Financial LLC | 80 / 80 | $96.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $91.4B |
| Mariner, LLC | 80 / 80 | $38.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.8B |
| FMR LLC | 79 / 80 | $668.1B |
| MORGAN STANLEY | 79 / 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.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
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.