DOSSIER · 13F-HR · Q2 2026

Meriwether Wealth & Planning, LLC

$202M in tracked AUM across 122 positions as of Q2 2026.

MW
CIK 0002055554 · last filed Jun 30, 2026
Total AUM
$202M
as of Q2 2026
Holdings
122
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Meriwether Wealth & Planning, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHV
SCHWAB STRATEGIC TR
$23M671K11.6%
02
SCHG
SCHWAB STRATEGIC TR
$22M657K11.0%
03
FBND
FIDELITY MERRIMACK STR TR
$18M403K9.1%
04
VXUS
VANGUARD STAR FDS
$12M136K5.8%
05
DYNF
BLACKROCK ETF TRUST
$8M122K4.1%
06
BSCR
INVESCO EXCH TRD SLF IDX FD
$8M385K3.7%
07
SCHA
SCHWAB STRATEGIC TR
$7M200K3.6%
08
BSCS
INVESCO EXCH TRD SLF IDX FD
$7M346K3.5%
09
XOM
EXXON MOBIL CORP
$5M39K2.6%
10
JPM
JPMORGAN CHASE & CO
$4M13K2.0%

Filing history

2026Q2Jun 30
$202M 10.5%
122 positionsView →
2026Q1Mar 31
$183M 3.0%
126 positionsView →
2025Q4Dec 31
$177M 152.2%
123 positionsView →
2025Q3Sep 30
$70M 7.8%
66 positionsView →
2025Q2Jun 30
$65M 4.7%
66 positionsLocked
2025Q1Mar 31
$68M 51.3%
67 positionsLocked
2024Q4Dec 31
$140M
117 positionsLocked