§ 13F · FUND PROFILE
St. Louis Financial Planners Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155M (13F)Positions · 37Turnover · — · Q1Filed · Apr 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 561K | $51M | 29.2% | +268% |
| 2 | TFLO | ISHARES TR | 360K | $18M | 10.3% | −1% |
| 3 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 700K | $14M | 7.7% | +15% |
| 4 | JNJ | JOHNSON & JOHNSON | 28K | $7M | 3.8% | +23% |
| 5 | MU | MICRON TECHNOLOGY INC | 18K | $6M | 3.5% | +9% |
| 6 | WDC | WESTERN DIGITAL CORP | 19K | $5M | 2.9% | NEW |
| 7 | CVX | CHEVRON CORPORATION | 21K | $4M | 2.5% | −14% |
| 8 | XOM | EXXON MOBIL CORP | 26K | $4M | 2.5% | −16% |
| 9 | MRK | MERCK & CO INC | 35K | $4M | 2.4% | −16% |
| 10 | WBD | WARNER BROS DISCOVERY INC | 152K | $4M | 2.4% | +83% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ST. SIGNAL
AC read
St. Louis Financial Planners Asset Management, LLC is a Other fund managing $155 million in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed