Meramec Financial Planners, LLC
•CIK: 2100778•Filing: Q4 2025
**Meramec Financial Planners, LLC** manages $257M across a diverse portfolio of 517 positions. The fund exhibits a notable tilt toward broad market and sector exposure, evidenced by top holdings including IWF ($16.3M) and VOT ($13.3M). Significant allocations are also directed toward established mega-cap technology names, with AAPL commanding a $10.5M position. This structure suggests a disciplined, diversified approach targeting core market appreciation.
Total AUM
$256.6M
QoQ Performance
N/A
Positions
404
Top 10 Concentration
44.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
VOT
IWF6.4%
VOT5.2%
IWD5.0%
VTV4.9%
VOE4.5%
VUG4.5%
AAPL4.1%
SCHX3.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other82.8%
Technology6.3%
ETF4.3%
Healthcare1.7%
Financial1.2%
Industrial1.1%
Consumer1.1%
Energy0.5%