St. Louis Financial Planners Asset Management, LLC has filed a Form 13F-HR reporting its equity holdings as of September 30, 2026. The filing reveals the firm holds positions in 61 different companies across various sectors, with no single position exceeding 10% ownership of the company.
The portfolio is diversified, featuring large-cap technology and consumer staples companies. Major holdings include Apple Inc., with 12,025 shares; Berkshire Hathaway Inc. Class B, with 6,759 shares; and Visa Inc. Class A, with 10,280 shares. Other notable positions include Microsoft Corp. (6,949 shares), Eli Lilly & Co. (3,197 shares), and Procter & Gamble Co. (30,940 shares).
The filing also lists significant positions in exchange-traded funds (ETFs) and other investment vehicles. The largest holding by share count is the SPDR Series Trust S&P 500 ETF, with 504,299 shares. Other ETFs held include the Invesco Exchange Traded Safe Liquid Fund (276,384 shares), the SPDR Gold Trust (3,067 shares), and the ProShares Short S&P 500 ETF (18,750 shares).
St. Louis Financial Planners Asset Management is headquartered at 16091 SWINGLEY RIDGE ROAD, SUITE 345, CHESTERFIELD, MO 63017. The filing was signed by Eric B. Parsons, the Director of Information Technology, on October 6, 2026.
