St. Louis Financial Planners Asset Management, LLC Portfolio Holdings

St. Louis Financial Planners Asset Management, LLC

  • $163 Billion
  • Q4 2025

St. Louis Financial Planners Asset Management, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $18.3B, Spdr Bloomberg 1 3 Month T Bil with a value of $13.9B, Invesco Et Self Idxd Fd Tr Bul with a value of $11.9B, Palantir Technologies Inc. with a value of $8.45B, and Alphabet Inc. with a value of $5.82B.

Examining the 13F form we can see an increase of $7.6B in the current position value, from $155B to 163B.

St. Louis Financial Planners Asset Management, LLC is based out at Chesterfield, MO

Below you can find more details about St. Louis Financial Planners Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $163 Billion
ETFs: $53.4 Billion
Technology: $38.5 Billion
Communication Services: $21.3 Billion
Healthcare: $16.6 Billion
Financial Services: $11.9 Billion
Energy: $7.41 Billion
Consumer Defensive: $7.36 Billion
Industrials: $3.35 Billion
Other: $2.94 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$237 Million 0.15% of portfolio
10,010
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $163 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 15 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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