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CIK: 0001966171
Total reported value
$187.5M
$187.5M
35 檔
34.2%
At the close of Q2 2025, St. Louis Financial Planners Asset Management, LLC disclosed equity holdings valued at approximately $187.5M, spread across 35 reported holdings.
During Q2 2025, St. Louis Financial Planners Asset Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 21.05% | -20.40% | -51.39% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 11.43% | -8.68% | +2.37% | |
| 3 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 7.54% | — | +28.81% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 5.51% | +1.73% | NEW | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.37% | — | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +1.70% | NEW | |
| 7 | T | At&t Inc | Stock-Comm Services | 2.79% | — | +874.21% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 2.71% | +1.52% | +8.59% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.70% | -1.46% | EXIT | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.53% | — | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | +0.29% | -18.80% | |
| 12 | GE | General Electric | Stock-Industrials | 2.22% | +2.15% | NEW | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.18% | -2.47% | EXIT | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.16% | -2.34% | EXIT | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 2.09% | -1.41% | EXIT | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.07% | +0.24% | — | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 2.07% | +0.54% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.06% | +0.23% | -11.60% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 2.06% | +1.93% | NEW | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.03% | -1.96% | EXIT | |
| 21 | CVX | Chevron CORP | Stock-Energy | 2.02% | -2.48% | EXIT | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.93% | — | +10.10% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.90% | +2.61% | NEW | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 1.86% | — | — | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.82% | — | — | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.64% | +0.38% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.60% | — | — | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.53% | — | -28.30% | |
| 29 | CVS | Cvs Health CORP | Stock-Healthcare | 0.56% | -0.47% | EXIT | |
| 30 | IYZ | Ishares US Telecommunication | ETF-Other | 0.49% | — | -50.53% | |
| 31 | ON | On Semiconductor | Stock-Tech | 0.46% | — | — | |
| 32 | EC | Ecopetrol Sa-sponsored Adr | Stock-Other | 0.12% | — | -3.89% | |
| 33 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.11% | — | -3.97% | |
| 34 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.09% | -0.04% | — | |
| 35 | ADV | Advantage Solutions Inc. | Stock-Other | 0.03% | — | — |
According to official SEC Form 13F filings, St. Louis Financial Planners Asset Management, LLC reported a total U.S. public equity portfolio value of $187.5M across 35 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BIL, TFLO, BSCP) accounted for 34.2% of total reported equity market value during Q2 2025.
During Q2 2025, St. Louis Financial Planners Asset Management, LLC's top holdings by market value included BIL (21.1%)、TFLO (11.4%)、BSCP (7.5%). The largest single position, BIL, represented 21.1% of total portfolio value.
In Q2 2025, St. Louis Financial Planners Asset Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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