St. Louis Financial Planners Asset Management, LLC
•CIK: 1966171•Filing: Q4 2025
**St. Louis Financial Planners Asset Management, LLC** manages $163M across a diversified portfolio of 43 positions. The fund exhibits notable concentration in technology and financial infrastructure, with TFLO representing the largest holding at $18.3M. Key allocations also include BIL ($13.9M), BSCQ ($11.9M), and PLTR ($8.5M). This positioning suggests a tactical focus on high-growth and defensive sector leaders.
Total AUM
$162.7M
QoQ Performance
+4.9%
Positions
39
Top 10 Concentration
49.7%
Latest Filing
Q4 2025
Top Holdings Allocation
TFLO
BIL
BSCQ
PLTR
TFLO11.2%
BIL8.6%
BSCQ7.3%
PLTR5.2%
GOOGL3.6%
AVGO2.9%
MU2.9%
JNJ2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.5%
Technology18.3%
Healthcare10.2%
Financial5.8%
Communication5.7%
Consumer3.6%
Energy2.3%
Industrial2.1%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW15 new positions
↑11 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023