StockDriftsStockDriftsTop 50 Meriwether Wealth & Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 11.18% | 689.6K | $24.8M | +5.01%(+32.89K) | $27.50(+29.36%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 10.52% | 699.6K | $23.3M | +4.26%(+28.61K) | $27.07(+25.60%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 5.59% | 145.8K | $12.4M | +7.33%(+9.96K) | $77.89(+6.93%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.14% | 262.7K | $11.4M | -34.78%(-140.14K) | $45.76(-4.55%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.08% | 130.5K | $9.0M | +6.69%(+8.19K) | $62.63(+10.11%) | 2026-09-30 | |
| FLTR | VANECK ETF TRUST | 3.72% | 321.7K | $8.2M | new | $25.60(-0.10%) | 2026-09-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 3.53% | 400.7K | $7.8M | +3.96%(+15.25K) | $19.56(-0.17%) | 2026-09-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.23% | 355.2K | $7.1M | +2.66%(+9.20K) | $20.38(-1.17%) | 2026-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 3.11% | 211.2K | $6.9M | +5.64%(+11.28K) | $28.54(+12.35%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.86% | 12.4K | $4.1M | -0.84%(-105) | $226.52(+47.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.39% |
Meriwether Wealth & Planning LLC reports $221.56M in US-listed equity holdings across 872 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (11.2%), SCHV (10.5%) and VXUS (5.6%). The top 20 holdings account for 64.78% of reported assets. Its disclosed equity book has returned +18.02% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meriwether Wealth & Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055554). View Meriwether Wealth & Planning LLC’s 13F filings on SEC