Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
St. Louis Financial Planners Asset Management, LLC (CIK 1966171) reported $187.5M across 30 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BSCQ ($52.4M, 27.95%), BIL ($16.4M, 8.76%), MU ($11.5M, 6.15%), WDC ($6.6M, 3.50%), AMD ($5.7M, 3.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $52.4M | 27.95% | 2.7M | Added |
| 2 | BIL | SPDR SERIES TRUST | $16.4M | 8.76% | 179,680 | Trimmed |
| 3 | MU | MICRON TECHNOLOGY INC | $11.5M | 6.15% | 11,831 | Trimmed |
| 4 | WDC | WESTERN DIGITAL CORP | $6.6M | 3.50% | 12,184 | Trimmed |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $5.7M | 3.07% | 11,101 | Trimmed |
| 6 | ABBV | ABBVIE INC | $5.0M | 2.67% | 19,202 | New |
| 7 | MRK | MERCK & CO INC | $5.0M | 2.66% | 38,510 | Added |
| 8 | HD | HOME DEPOT INC | $5.0M | 2.65% | 13,861 | Added |
| 9 | ABT | ABBOTT LABORATORIES | $4.9M | 2.61% | 51,393 | New |
| 10 | PG | PROCTER & GAMBLE CO | $4.7M | 2.50% | 30,930 | Added |
| 11 | KO | COCA COLA CO | $4.6M | 2.44% | 54,302 | Added |
| 12 | LRCX | LAM RESEARCH CORP | $4.3M | 2.32% | 12,368 | New |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | $4.1M | 2.20% | 14,234 | Added |
| 14 | INTC | INTEL CORP | $4.1M | 2.19% | 34,191 | New |
| 15 | GE | GE AEROSPACE | $4.0M | 2.15% | 10,682 | New |
| 16 | CSCO | CISCO SYS INC | $3.8M | 2.03% | 33,711 | Trimmed |
| 17 | V | VISA INC | $3.7M | 1.97% | 10,176 | New |
| 18 | AAPL | APPLE INC | $3.7M | 1.95% | 11,831 | Trimmed |
| 19 | RTX | RTX CORPORATION | $3.6M | 1.93% | 18,187 | New |
| 20 | AXP | AMERICAN EXPRESS CO | $3.6M | 1.91% | 10,201 | New |
| 21 | CRM | SALESFORCE INC | $3.6M | 1.90% | 21,429 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $3.6M | 1.90% | 13,521 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $3.5M | 1.88% | 14,520 | Added |
| 24 | C | CITIGROUP INC | $3.5M | 1.88% | 25,148 | New |
| 25 | MS | MORGAN STANLEY | $3.4M | 1.83% | 16,065 | New |
Source: SEC Form 13F filings · as of 2026-06-30