account_balance
Investment manager · 13F filer · SEC CIK 2055554
Meriwether Wealth & Planning, LLC
Reported value$222Mas of Sep 30, 2026
Positions872 752 new, 2 sold out
Top 10 weight52.0%SCHG alone is 11%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
11.2%Added +5%
SCHVSchwab Strategic Tr
10.5%Added +4%
VXUSVanguard Star FDS
5.6%Added +7%
FBNDFidelity Merrimack STR Tr
5.1%Trimmed −35%
DYNFBlackRock ETF Trust
4.1%Added +7%
FLTRVaneck ETF Trust
3.7%New
BSCRInvesco Exch TRD SLF Idx Fd
3.5%Added +4%
BSCSInvesco Exch TRD SLF Idx Fd
3.2%Added +3%
SCHASchwab Strategic Tr
3.1%Added +6%
JPMJPMorgan Chase & Co
1.9%
SPHYSPDR Series Trust
1.7%
SEIM1.5%
SCHGSchwab Strategic Tr
11.2%Added +5%
SCHVSchwab Strategic Tr
10.5%Added +4%
VXUSVanguard Star FDS
5.6%
FBNDFidelity Merrimack STR Tr
5.1%
DYNFBlackRock ETF Trust
4.1%+7%
FLTRVaneck ETF Trust
3.7%
BSCRInvesco Exch TRD SLF Idx Fd
3.5%
BSCSInvesco Exch TRD SLF Idx Fd
3.2%
SCHA3.1%
JPM1.9%SPHY1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 11.2% Added +5%
SCHV Schwab Strategic Tr 10.5% Added +4%
VXUS Vanguard Star FDS 5.6% Added +7%
FBND Fidelity Merrimack STR Tr 5.1% Trimmed −35%
DYNF BlackRock ETF Trust 4.1% Added +7%
FLTR Vaneck ETF Trust 3.7% New
BSCR Invesco Exch TRD SLF Idx Fd 3.5% Added +4%
BSCS Invesco Exch TRD SLF Idx Fd 3.2% Added +3%
SCHA Schwab Strategic Tr 3.1% Added +6%
JPM JPMorgan Chase & Co 1.9% HeldSPHY SPDR Series Trust 1.7% Added +6%
SEIM SEI Exchange Traded Funds 1.5% Added +9%
What changed
Biggest moves since Jun 30, 2026
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