StockDriftsStockDriftsTop 50 Meriwether Wealth & Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 11.58% | 671.0K | $23.4M | +2.28%(+14.98K) | $26.77(+30.73%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 11.02% | 656.8K | $22.2M | +2.31%(+14.80K) | $27.13(+31.85%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 9.09% | 402.9K | $18.3M | +1.84%(+7.29K) | $45.76(-1.83%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 5.76% | 135.9K | $11.6M | +40.03%(+38.84K) | $77.36(+12.83%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.12% | 122.3K | $8.3M | new | $62.22(+12.54%) | 2026-06-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 3.75% | 385.4K | $7.6M | +1.25%(+4.74K) | $19.56(+0.37%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 3.58% | 199.9K | $7.2M | -2.30%(-4.71K) | $28.22(+23.37%) | 2026-06-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.49% | 346.0K | $7.0M | +1854.97%(+328.29K) | $20.38(-0.13%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.63% | 38.8K | $5.3M | +0.10%(+37) | $111.44(+43.35%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.03% | 12.5K | $4.1M | +0.81%(+101) | $226.52(+59.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.36% |
Meriwether Wealth & Planning, LLC reports $201.70M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are SCHV (11.6%), SCHG (11.0%) and FBND (9.1%). The top 20 holdings account for 70.77% of reported assets. Its disclosed equity book has returned +18.43% cumulatively over 6 quarters. Figures reflect the Q2 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