Institutional Manager · CIK 0001966171
St. Louis Financial Planners Asset Management, LLC
CHESTERFIELD, MO · File #028-23125
Latest AUM
$162.7M
Positions
43
Top-10 Concentration
49.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202543 pos · $162.7M
- 13F HOLDINGS REPORTQ/E Sep 202537 pos · $155.1M
- 13F HOLDINGS REPORTQ/E Jun 202535 pos · $131.2M
- 13F HOLDINGS REPORTQ/E Mar 202526 pos · $133.8M
- 13F HOLDINGS REPORTQ/E Dec 202433 pos · $138.4M
- 13F HOLDINGS REPORTQ/E Sep 202431 pos · $125.9M
- 13F HOLDINGS REPORTQ/E Jun 202437 pos · $116.3M
- 13F HOLDINGS REPORTQ/E Mar 202434 pos · $111.2M
- 13F HOLDINGS REPORTQ/E Dec 202319 pos · $124.9M
- 13F HOLDINGS REPORTQ/E Sep 202332 pos · $99.8M
- 13F HOLDINGS REPORTQ/E Jun 202340 pos · $87.9M
- 13F HOLDINGS REPORTQ/E Mar 202318 pos · $102.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46434V860 | 362,429 | $18.3M | 11.24% |
| 2 | SPDR SERIES TRUST | 78468R663 | 152,474 | $13.9M | 8.56% |
| 3 | INVESCO EXCH TRD SLF IDX FD | IVZ | 608,949 | $11.9M | 7.33% |
| 4 | PALANTIR TECHNOLOGIES INC | PLTR | 47,547 | $8.5M | 5.19% |
| 5 | ALPHABET INC | GOOG | 18,604 | $5.8M | 3.58% |
| 6 | BROADCOM INC | AVGO | 13,826 | $4.8M | 2.94% |
| 7 | MICRON TECHNOLOGY INC | MU | 16,595 | $4.7M | 2.91% |
| 8 | JOHNSON & JOHNSON | JNJ | 22,422 | $4.6M | 2.85% |
| 9 | MERCK & CO INC | MRK | 42,448 | $4.5M | 2.75% |
| 10 | ABBVIE INC | ABBV | 16,383 | $3.7M | 2.30% |
| 11 | CHEVRON CORP NEW | CVX | 24,508 | $3.7M | 2.30% |
| 12 | VERIZON COMMUNICATIONS INC | VZ | 91,015 | $3.7M | 2.28% |
| 13 | AT&T INC | T-PC | 148,126 | $3.7M | 2.26% |
| 14 | EXXON MOBIL CORP | XOM | 30,518 | $3.7M | 2.26% |
| 15 | PROCTER AND GAMBLE CO | 742718109 | 25,413 | $3.6M | 2.24% |
| 16 | APPLE INC | AAPL | 12,580 | $3.4M | 2.10% |
| 17 | RTX CORPORATION | RTX | 18,255 | $3.3M | 2.06% |
| 18 | ADVANCED MICRO DEVICES INC | AMD | 15,031 | $3.2M | 1.98% |
| 19 | NVIDIA CORPORATION | NVDA | 16,573 | $3.1M | 1.90% |
| 20 | ORACLE CORP | ORCL-PD | 15,793 | $3.1M | 1.89% |