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Meramec Financial Planners, LLC - Portfolio Stock Holdings

Meramec Financial Planners, LLC disclosed 626 stock positions in a recent SEC 13F filing. $273,436,642 of stock holdings were filed, with the largest holdings including IWF, IWD, and VOT. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,126,899,736 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

626

Est. Stock Holding Value:

$273,436,642

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Meramec Financial Planners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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