Meriwether Wealth & Planning, LLC
Meriwether Wealth & Planning, LLC reported 122 positions worth $201.7M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: SCHV (11.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHV | SH | $23.4M | 11.58% | 671,004 | — | — | |
| ▸ 2 | SCHG | SH | $22.2M | 11.02% | 656,757 | — | — | |
| ▸ 3 | FBND | SH | $18.3M | 9.09% | 402,883 | — | — | |
| ▸ 4 | VXUS | SH | $11.6M | 5.76% | 135,861 | — | — | |
| ▸ 5 | DYNF | SH | $8.3M | 4.12% | 122,334 | — | — | |
| ▸ 6 | BSCR | SH | $7.6M | 3.75% | 385,428 | — | — | |
| ▸ 7 | SCHA | SH | $7.2M | 3.58% | 199,923 | — | — | |
| ▸ 8 | BSCS | SH | $7.0M | 3.49% | 345,990 | — | — | |
| ▸ 9 | EXMOC | SH | $5.3M | 2.63% | 38,833 | — | — | |
| ▸ 10 | JPM | SH | $4.1M | 2.03% | 12,539 | — | — |
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Frequently Asked Questions
What stocks does Meriwether Wealth & Planning, LLC hold as of Q2 2026?
Meriwether Wealth & Planning, LLC reported 122 positions worth $201.7M in its Q2 2026 13F filing. Largest positions: SCHV (11.6%), SCHG (11.0%), FBND (9.1%), VXUS (5.8%) and DYNF (4.1%).
What did Meriwether Wealth & Planning, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Meriwether Wealth & Planning, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.