DOSSIER · 13F-HR · Q3 2026

Meriwether Wealth & Planning, LLC

$222M in tracked AUM across 872 positions as of Q3 2026.

MW
CIK 0002055554 · last filed Sep 30, 2026
Total AUM
$222M
as of Q3 2026
Holdings
872
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Meriwether Wealth & Planning, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$25M690K11.2%
02
SCHV
SCHWAB STRATEGIC TR
$23M700K10.5%
03
VXUS
VANGUARD STAR FDS
$12M146K5.6%
04
FBND
FIDELITY MERRIMACK STR TR
$11M263K5.1%
05
DYNF
BLACKROCK ETF TRUST
$9M131K4.1%
06
FLTR
VANECK ETF TRUST
$8M322K3.7%
07
BSCR
INVESCO EXCH TRD SLF IDX FD
$8M401K3.5%
08
BSCS
INVESCO EXCH TRD SLF IDX FD
$7M355K3.2%
09
SCHA
SCHWAB STRATEGIC TR
$7M211K3.1%
10
JPM
JPMORGAN CHASE & CO
$4M12K1.9%

Filing history

2026Q3Sep 30
$222M▲ 9.8%
872 positionsView →
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 positionsLocked
2025Q2Jun 30
$65M▼ 4.7%
66 positionsLocked
2025Q1Mar 31
$68M▼ 51.3%
67 positionsLocked
2024Q4Dec 31
$140M—
117 positionsLocked