Meramec Financial Planners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 522 distinct positions, with a total value of approximately $293,944,784.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. Apple Inc. is the largest individual holding, with 37,142 shares. Other major positions include AT&T (15,100 shares), Amazon.com Inc. (4,908 shares), and Visa Inc. (shares not specified in the text). The firm also holds significant stakes in Berkshire Hathaway Inc. (Class B), with 2,487 shares, and Exxon Mobil Holdings Corp., with 8,692 shares.
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The firm holds shares in the iShares Core S&P 500 ETF (12,197 shares) and the iShares Core MSCI EAFE ETF (73,486 shares). It also holds positions in the Invesco QQQ Trust (882 shares) and various sector-specific ETFs, including those focused on energy, healthcare, and global water.
The filing lists Kelly Richert as the Chief Compliance Officer and the person responsible for the report.
