Meramec Financial Planners, LLC - Portfolio overview

Meramec Financial Planners, LLC has 519 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. IWF - ISHARES TR, 8.60%
  2. IWD - ISHARES TR, 6.45%
  3. VOT - VANGUARD INDEX FDS, 6.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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