§ 13F · FUND PROFILE
Meriwether Wealth & Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $159.6T (13F)Positions · 127Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$177.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 722K | $23.5T | 13.3% | NEW |
| 2 | SCHV | SCHWAB STRATEGIC TR | 764K | $22.6T | 12.8% | NEW |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 362K | $16.7T | 9.4% | NEW |
| 4 | BSCR | INVESCO EXCH TRD SLF IDX FD | 340K | $6.7T | 3.8% | NEW |
| 5 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 315K | $6.2T | 3.5% | NEW |
| 6 | SCHA | SCHWAB STRATEGIC TR | 196K | $5.6T | 3.1% | NEW |
| 7 | XOM | EXXON MOBIL CORP | 40K | $4.8T | 2.7% | NEW |
| 8 | SEIQ | SEI EXCHANGE TRADED FUNDS | 121K | $4.7T | 2.6% | NEW |
| 9 | SPLV | INVESCO EXCH TRADED FD TR II | 61K | $4.4T | 2.5% | NEW |
| 10 | JPM | JPMORGAN CHASE & CO. | 14K | $4.4T | 2.5% | NEW |
§ 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 $159559.1 trillion in assets. The fund runs a portfolio of 127 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed