TraderTrends

Manager Profile

St. Louis Financial Planners Asset Management, LLC

Diversified · Financial Services 40%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

CHESTERFIELD, MO

Portfolio Value

$187.5M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

INVESCO EXCH TRD SLF IDX FD

Latest disclosed holding

Top 4

46138J791 78468R663 595112103 958102105 007903107

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
39.9%
Technology
26%
Communication Services
13%
Healthcare
10.2%
Basic Materials
2.2%
Consumer Defensive
2.2%
Energy
2.2%
Industrials
2%
Consumer Cyclical
1.8%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
INVESCO EXCH TRD SLF IDX FD

Shares: 2.7M

52.4M

Position Value
2
SPDR SERIES TRUST

Shares: 179.7K

16.4M

Position Value
3
MICRON TECHNOLOGY INC

Shares: 11.8K

11.5M

Position Value
4
WESTERN DIGITAL CORP

Shares: 12.2K

6.6M

Position Value
5
ADVANCED MICRO DEVICES INC

Shares: 11.1K

5.7M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID