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 ↗
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
Top Holdings
BSCQ
INVESCO EXCH TRD SLF IDX FD
28.0%
BIL
SPDR SERIES TRUST
8.8%
MU
MICRON TECHNOLOGY INC
6.2%
WDC
WESTERN DIGITAL CORP
3.5%
AMD
ADVANCED MICRO DEVICES INC
3.1%
ABBV
ABBVIE INC
2.7%
MRK
MERCK & CO INC
2.7%
HD
HOME DEPOT INC
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.