Meriwether Wealth & Planning, LLC 13F Holdings · Q2 2026
Meriwether Wealth & Planning, LLC reported 122 securities worth $201.70M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHV (11.58%), SCHG (11.02%), FBND (9.09%). Among its top 25 positions this quarter: 1 new, 20 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $23.4M | 11.58% | 671,004 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $22.2M | 11.02% | 656,757 | Added |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $18.3M | 9.09% | 402,883 | Added |
| 4 | VXUS | VANGUARD STAR FDS | $11.6M | 5.76% | 135,861 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $8.3M | 4.12% | 122,334 | New |
| 6 | BSCR | INVESCO EXCH TRD SLF IDX FD | $7.6M | 3.75% | 385,428 | Added |
| 7 | SCHA | SCHWAB STRATEGIC TR | $7.2M | 3.58% | 199,923 | Trimmed |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $7.0M | 3.49% | 345,990 | Added |
| 9 | XOM | EXXON MOBIL CORP | $5.3M | 2.63% | 38,833 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $4.1M | 2.03% | 12,539 | Added |
| 11 | SPHY | SPDR SERIES TRUST | $3.6M | 1.81% | 155,345 | Added |
| 12 | GOOG | ALPHABET INC | $3.3M | 1.65% | 9,427 | Trimmed |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.2M | 1.59% | 6,394 | Added |
| 14 | SEIM | SEI EXCHANGE TRADED FUNDS | $3.1M | 1.54% | 55,153 | Added |
| 15 | AMZN | AMAZON COM INC | $2.9M | 1.44% | 12,207 | Added |
| 16 | IDMO | INVESCO EXCH TRADED FD TR II | $2.8M | 1.38% | 46,140 | Added |
| 17 | AMAT | APPLIED MATLS INC | $2.4M | 1.17% | 3,258 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $2.2M | 1.07% | 5,809 | Added |
| 19 | CAT | CATERPILLAR INC | $2.1M | 1.05% | 1,986 | Hold |
| 20 | AAPL | APPLE INC | $2.1M | 1.02% | 7,105 | Added |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.9M | 0.95% | 26,805 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $1.7M | 0.85% | 8,528 | Added |
| 23 | BKNG | BOOKING HOLDINGS INC | $1.7M | 0.84% | 9,453 | Added |
| 24 | SCHW | SCHWAB CHARLES CORP | $1.5M | 0.72% | 15,830 | Added |
| 25 | GD | GENERAL DYNAMICS CORP | $1.2M | 0.60% | 3,443 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR