Portfolio (Quarterly) Guide ↗

St. Louis Financial Planners Asset Management, LLC

· CIK 0001966171

13F Portfolio $176M AUM 33 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 11 Added 11 Reduced 19 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PLTR	PALANTIR TECHNOLOGIES INC	Technology	47,547	$8.5M	5.20%	SOLD
2	AVGO	BROADCOM INC	Technology	13,826	$4.8M	2.94%	SOLD
3	ABBV	ABBVIE INC	Healthcare	16,383	$3.7M	2.30%	SOLD
4	VZ	VERIZON COMMUNICATIONS INC	Communication Services	91,015	$3.7M	2.28%	SOLD
5	T	AT&T INC	Communication Services	148,126	$3.7M	2.26%	SOLD
6	RTX	RTX CORPORATION	Industrials	18,255	$3.3M	2.06%	SOLD
7	NVDA	NVIDIA CORPORATION	Technology	16,573	$3.1M	1.90%	SOLD
8	C	CITIGROUP INC	Financial Services	25,323	$3.0M	1.82%	SOLD
9	DIS	DISNEY WALT CO	Communication Services	25,352	$2.9M	1.77%	SOLD
10	MS	MORGAN STANLEY	Financial Services	16,166	$2.9M	1.76%	SOLD
11	ITA	ISHARES TR	—	13,143	$2.8M	1.73%	SOLD
12	ABT	ABBOTT LABS	Healthcare	22,399	$2.8M	1.73%	SOLD
13	EWY	ISHARES INC	—	23,700	$2.3M	1.42%	SOLD
14	EWP	ISHARES INC	—	32,443	$1.7M	1.07%	SOLD
15	APH	AMPHENOL CORP NEW	Technology	10,001	$1.4M	0.83%	SOLD
16	IJR	ISHARES TR	—	10,069	$1.2M	0.74%	SOLD
17	IDV	ISHARES TR	—	33,244	$1.2M	0.72%	SOLD
18	INTC	INTEL CORP	Technology	17,546	$647K	0.40%	SOLD
19	ADV	ADVANTAGE SOLUTIONS INC	Communication Services	29,674	$26K	0.02%	SOLD

Sector Allocation

Technology 30.5%

Consumer Defensive 17.3%

Healthcare 13.2%

Communication Services 11.9%

Energy 9.8%

Consumer Cyclical 7.6%

Financial Services 5.9%

Basic Materials 4.0%