What does Meriwether Wealth & Planning, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Meriwether Wealth & Planning, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$20M656K11.0%

SCHWAB STRATEGIC TR

$19M642K10.2%

FIDELITY MERRIMACK STR TR

$18M396K9.9%

VANGUARD STAR FDS

$7M97K4.1%

INVESCO EXCH TRD SLF IDX FD

$7M381K4.1%

INVESCO EXCH TRD SLF IDX FD

$7M353K3.8%

EXXON MOBIL CORP

$7M39K3.6%

SCHWAB STRATEGIC TR

$6M205K3.3%

INVESCO EXCH TRADED FD TR II

$5M70K2.8%

SEI EXCHANGE TRADED FUNDS

$5M128K2.6%

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