St. Louis Financial Planners Asset Management, LLC

CIK 0001966171 · CHESTERFIELD, MO · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

St. Louis Financial Planners Asset Management, LLC reported 30 positions worth $187.5M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: BSCQ (28.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$187.5M
2026 Q2
Positions
30
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.5%
Est. Net Flow (Q)
2026 Q2
10 / 30 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BSCQINVESCO EXCH TRD SLF IDX FDSH$52.4M27.95%2,683,625
2BILSPDR SERIES TRUSTSH$16.4M8.76%179,680
3MUMICRON TECHNOLOGY INCSH$11.5M6.15%11,831
4WDCWESTERN DIGITAL CORPSH$6.6M3.50%12,184
5AMDADVANCED MICRO DEVICES INCSH$5.7M3.07%11,101
6ABBVABBVIE INCSH$5.0M2.67%19,202
7MRKMERCK & CO INCSH$5.0M2.66%38,510
8HDHOME DEPOT INCSH$5.0M2.65%13,861
9ABTABBOTT LABORATORIESSH$4.9M2.61%51,393
10PGPROCTER & GAMBLE COSH$4.7M2.50%30,930

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does St. Louis Financial Planners Asset Management, LLC hold as of Q2 2026?

St. Louis Financial Planners Asset Management, LLC reported 30 positions worth $187.5M in its Q2 2026 13F filing. Largest positions: BSCQ (28.0%), BIL (8.8%), MU (6.2%), WDC (3.5%) and AMD (3.1%).

What did St. Louis Financial Planners Asset Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did St. Louis Financial Planners Asset Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.