Meramec Financial Planners
Meramec Financial Planners reported 550 stocks worth $274M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are IWF (7.4%), IWD (6.3%) and VTV (5.1%). Compared with Q1 2026, the fund added to IWF, IWD and VTV, trimmed VOT, VOE and SCHX and sold out of FENI, PAYX and CAR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWF Ishares TR | $20.3M | 7.4% | 173K | +135K (+352%) | 3 of 3 | |
| 2 |  IWD Ishares TR | $17.1M | 6.3% | 68K | +8,010 (+13%) | 3 of 3 | |
| 3 |  VTV Vanguard Index Fds | $14M | 5.1% | 63K | +2,251 (+4%) | 3 of 3 | |
| 4 |  VOT Vanguard Index Fds | $13.6M | 5.0% | 46K | −774 (−2%) | 3 of 3 | |
| 5 |  VUG Vanguard Index Fds | $12.8M | 4.7% | 153K | +128K (+516%) | 3 of 3 | |
| 6 |  AAPL Apple Inc | $12.7M | 4.7% | 38K | +328 (+1%) | 3 of 3 | |
| 7 |  VOE Vanguard Index Fds | $11.7M | 4.3% | 57K | −534 (−1%) | 3 of 3 | |
| 8 |  SCHX Schwab US Large Cap ETF | $9.5M | 3.5% | 326K | −8,774 (−3%) | 3 of 3 | |
| 9 |  VBR Vanguard Index Fds | $8.9M | 3.2% | 36K | +1,472 (+4%) | 3 of 3 | |
| 10 |  IVV Ishares TR | $8.1M | 3.0% | 11K | +864 (+9%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $250K | 1,090 |
 FENI Fidelity Covington Trust | $52K | 1,319 |
 PAYX Paychex Inc | $49K | 522 |
 CAR Avis Budget Group | $30K | 50 |
 ENTG Entegris Inc | $18K | 119 |
🔒 Free account: see all 30.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Meramec Financial Planners 13F FAQ
What does Meramec Financial Planners own?
Meramec Financial Planners reported 550 stocks worth $274M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are IWF (7.4%), IWD (6.3%) and VTV (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Meramec Financial Planners buy and sell in Q2 2026?
Compared with Q1 2026: 111 new positions, 150 added to, 93 trimmed and 81 sold out. It sold all of FENI, PAYX and CAR.
When will Meramec Financial Planners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Meramec Financial Planners's portfolio worth?
The Q2 2026 filing reports $274M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.