St. Louis Financial Planners Asset Management, LLC holds a focused book of 30 stocks worth $187.5M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Abbvie Inc and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is Invesco Bulletshares 2026 CB at 28% of the equity book.
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Use Arkolith to show St. Louis Financial Planners Asset Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $52.4M | 2.68M | 28.0% | ▲+284% Added · +2.0M sh | |
| 2 | SPDR Series Trust ST STR BLO 1 ETF | $16.4M | 179.7K | 8.8% | ▼−68% Reduced · −382K sh | |
| 3 | Micron Technology Inc COM | $11.5M | 11.8K | 6.2% | ▼−35% Reduced · −6K sh | |
| 4 | Western Digital Corp COM | $6.6M | 12.2K | 3.5% | ▼−35% Reduced · −6K sh | |
| 5 | Advanced Micro Devices Inc COM | $5.7M | 11.1K | 3.1% | ▼−18% Reduced · −2K sh | |
| 6 | Abbvie Inc COM | $5.0M | 19.2K | 2.7% | ▲New New position | |
| 7 | Merck & Co Inc COM | $5.0M | 38.5K | 2.7% | ▲+8.5% Added · +3K sh | |
| 8 | Home Depot Inc COM | $5.0M | 13.9K | 2.6% | ▲+15% Added · +2K sh | |
| 9 | Abbott Laboratories COM | $4.9M | 51.4K | 2.6% | ▲New New position | |
| 10 | Procter & Gamble Co COM | $4.7M | 30.9K | 2.5% | ▲+20% Added · +5K sh | |
| 11 | Coca Cola Co COM | $4.6M | 54.3K | 2.4% | ▲+3.1% Added · +2K sh | |
| 12 | Lam Research Corp COM NEW | $4.3M | 12.4K | 2.3% | ▲New New position | |
| 13 | International Business Machs COM | $4.1M | 14.2K | 2.2% | ▲+35% Added · +4K sh | |
| 14 | Intel Corp COM | $4.1M | 34.2K | 2.2% | ▲New New position | |
| 15 | Ge Aerospace COM NEW | $4.0M | 10.7K | 2.2% | ▲New New position | |
| 16 | Cisco Sys Inc COM | $3.8M | 33.7K | 2.0% | ▼−0.3% Reduced · −87 sh | |
| 17 | Visa Inc COM CL A | $3.7M | 10.2K | 2.0% | ▲New New position | |
| 18 | Apple Inc COM | $3.7M | 11.8K | 1.9% | ▼−0.9% Reduced · −109 sh | |
| 19 | RTX Corporation COM | $3.6M | 18.2K | 1.9% | ▲New New position | |
| 20 | American Express Co COM | $3.6M | 10.2K | 1.9% | ▲New New position | |
| 21 | Salesforce Inc COM | $3.6M | 21.4K | 1.9% | ▲+56% Added · +8K sh | |
| 22 | Johnson & Johnson COM | $3.6M | 13.5K | 1.9% | ▼−51% Reduced · −14K sh | |
| 23 | Amazon Com Inc COM | $3.5M | 14.5K | 1.9% | ▲+7.6% Added · +1K sh | |
| 24 | Citigroup Inc COM NEW | $3.5M | 25.1K | 1.9% | ▲New New position | |
| 25 | Morgan Stanley COM NEW | $3.4M | 16.1K | 1.8% | ▲New New position | |
| 26 | Wells Fargo & Co COM | $3.4M | 40.0K | 1.8% | ▲+26% Added · +8K sh | |
| 27 | Palantir Technologies Inc CL A | $3.2M | 25.1K | 1.7% | ▲New New position | |
| 28 | Nvidia Corporation COM | $3.2M | 16.3K | 1.7% | ▲New New position | |
| 29 | Ishares TR TRS FLT RT BD | $3.1M | 61.5K | 1.7% | ▼−83% Reduced · −299K sh | |
| 30 | Sprott Asset Management LP PHYSICAL SILVER | $195K | 10.0K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 30 | $187.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 7, 2026 | 33 | $176.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 43 | $162.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 2, 2025 | 37 | $155.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 35 | $131.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 26 | $133.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 33 | $138.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 31 | $125.9M | 13F-HR |
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.