StockDriftsStockDriftsTop 50 Meriwether Wealth & Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 10.96% | 656.0K | $20.0M | -14.11%(-107.74K) | $26.65(+22.16%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 10.24% | 642.0K | $18.7M | -11.08%(-79.97K) | $27.05(+22.83%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 9.89% | 395.6K | $18.0M | +9.15%(+33.17K) | $45.77(-0.48%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.1% | 97.0K | $7.5M | new | $76.28(+9.35%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 4.09% | 380.7K | $7.5M | +12.13%(+41.18K) | $19.56(+0.43%) | 2026-03-31 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 3.78% | 352.9K | $6.9M | +12.18%(+38.32K) | $19.47(+0.36%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.61% | 38.8K | $6.6M | -2.75%(-1.10K) | $111.40(+39.03%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 3.26% | 204.6K | $6.0M | +4.43%(+8.69K) | $28.22(+17.49%) | 2026-03-31 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 2.8% | 69.9K | $5.1M | +14.08%(+8.63K) | $73.10(+0.81%) | 2026-03-31 | |
| SEIQ | SEI EXCHANGE TRADED FUNDS | 2.56% | 128.5K | $4.7M | +6.48%(+7.82K) | $35.70(+8.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.23% | +13.24% |
| Top 20 Holdings Unweighted | +4.53% | +14.20% |
Sign up free to track Meriwether Wealth & Planning, Llc, compare funds side by side, and get alerts the moment positions change.