§ 13F · FUND PROFILE
Meriwether Wealth & Planning, LLC.
AUM · $202M (13F)Positions · 122Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | 671K | $23M | 11.6% | +2% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 657K | $22M | 11.0% | +2% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 403K | $18M | 9.1% | +2% |
| 4 | VXUS | VANGUARD STAR FDS | 136K | $12M | 5.8% | +40% |
| 5 | DYNF | BLACKROCK ETF TRUST | 122K | $8M | 4.1% | NEW |
| 6 | BSCR | INVESCO EXCH TRD SLF IDX FD | 385K | $8M | 3.7% | +1% |
| 7 | SCHA | SCHWAB STRATEGIC TR | 200K | $7M | 3.6% | −2% |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | 346K | $7M | 3.5% | +1855% |
| 9 | XOM | EXXON MOBIL CORP | 39K | $5M | 2.6% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO | 13K | $4M | 2.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERIWETHER SIGNAL
AC read
Meriwether Wealth & Planning, LLC is a Other fund managing $202 million in assets. The fund runs a portfolio of 122 positions.
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