13F Insight
DOSSIER · 13F-HR · Q3 2026

St. Louis Financial Planners Asset Management, LLC

$240M in tracked AUM across 61 positions as of Q3 2026.

SL
CIK 0001966171 · last filed Sep 30, 2026
Total AUM
$240M
as of Q3 2026
Holdings
61
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

St. Louis Financial Planners Asset Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BSCQ
INVESCO EXCH TRD SLF IDX FD
$54M2.8M22.5%02
BIL
SPDR SERIES TRUST
$46M504K19.2%03
TFLO
ISHARES TR
$7M129K2.7%04
MRK
MERCK & CO INC
$6M39K2.3%05
XOM
EXXONMOBIL HOLDINGS CORP
$5M32K2.2%06
SNDK
SANDISK CORP
$5M3K2.2%07
CVX
CHEVRON CORPORATION
$5M23K2.1%08
KO
COCA COLA CO
$5M55K2.0%09
TMO
THERMO FISHER SCIENTIFIC INC
$5M7K1.9%10
PG
PROCTER & GAMBLE CO
$5M31K1.9%

Filing history

2026Q3Sep 30
$240M▲ 28.1%
61 positionsView →2026Q2Jun 30
$188M▲ 6.3%
30 positionsView →2026Q1Mar 31
$176M▲ 8.4%
33 positionsView →2025Q4Dec 31
$163M▲ 42.9%
43 positionsView →2025Q3Sep 30
$114M▼ 13.2%
20 positionsLocked2025Q2Jun 30
$131M▼ 2.0%
35 positionsLocked2025Q1Mar 31
$134M▼ 3.3%
26 positionsLocked2024Q4Dec 31
$138M▲ 9.9%
33 positionsLocked2024Q3Sep 30
$126M▲ 8.3%
31 positionsLocked2024Q2Jun 30
$116M▲ 4.6%
37 positionsLocked2024Q1Mar 31
$111M▲ 3.6%
34 positionsLocked2023Q4Dec 31
$107M▼ 14.1%
36 positionsLocked
Showing 12 of 16