Meriwether Wealth & Planning, LLC: 13F holdings
CIK 20555542026Q2
| Positions | 122 |
|---|
| Reported value | $201.7m |
|---|
| Filed | 2026-07-08 |
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Change since last quarter
| Positions | 122 (-4 vs prior quarter) |
|---|
| Reported value | $201.7m (+10.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHV SCHWAB STRATEGIC TR | 671,004 | $23.4m | 11.6% |
| SCHG SCHWAB STRATEGIC TR | 656,757 | $22.2m | 11.0% |
| FBND FIDELITY MERRIMACK STR TR | 402,883 | $18.3m | 9.1% |
| VXUS VANGUARD STAR FDS | 135,861 | $11.6m | 5.8% |
| DYNF BLACKROCK ETF TRUST | 122,334 | $8.3m | 4.1% |
| BSCR INVESCO EXCH TRD SLF IDX FD | 385,428 | $7.6m | 3.7% |
| SCHA SCHWAB STRATEGIC TR | 199,923 | $7.2m | 3.6% |
| BSCS INVESCO EXCH TRD SLF IDX FD | 345,990 | $7.0m | 3.5% |
| EXXON MOBIL CORP | 38,833 | $5.3m | 2.6% |
| JPM JPMORGAN CHASE & CO | 12,539 | $4.1m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055554")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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