Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Meriwether Wealth & Planning, LLC (CIK 2055554) reported $182.6M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHV ($20.0M, 10.96%), SCHG ($18.7M, 10.24%), FBND ($18.0M, 9.89%), VXUS ($7.5M, 4.10%), BSCR ($7.5M, 4.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $20.0M | 10.96% | 656,026 | Trimmed |
| 2 | SCHG | SCHWAB STRATEGIC TR | $18.7M | 10.24% | 641,955 | Trimmed |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $18.0M | 9.89% | 395,588 | Added |
| 4 | VXUS | VANGUARD STAR FDS | $7.5M | 4.10% | 97,026 | New |
| 5 | BSCR | INVESCO EXCH TRD SLF IDX FD | $7.5M | 4.09% | 380,685 | Added |
| 6 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $6.9M | 3.78% | 352,881 | Added |
| 7 | XOM | EXXON MOBIL CORP | $6.6M | 3.61% | 38,796 | Trimmed |
| 8 | SCHA | SCHWAB STRATEGIC TR | $6.0M | 3.26% | 204,629 | Added |
| 9 | SPLV | INVESCO EXCH TRADED FD TR II | $5.1M | 2.80% | 69,920 | Added |
| 10 | SEIQ | SEI EXCHANGE TRADED FUNDS | $4.7M | 2.56% | 128,484 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $3.7M | 2.00% | 12,438 | Trimmed |
| 12 | SPHY | SPDR SERIES TRUST | $3.6M | 1.95% | 152,560 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.0M | 1.65% | 6,290 | Added |
| 14 | GOOG | ALPHABET INC | $2.8M | 1.51% | 9,610 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $2.5M | 1.34% | 11,779 | Added |
| 16 | SEIM | SEI EXCHANGE TRADED FUNDS | $2.2M | 1.19% | 47,658 | Added |
| 17 | IDMO | INVESCO EXCH TRADED FD TR II | $2.2M | 1.18% | 39,297 | Added |
| 18 | MSFT | MICROSOFT CORP | $2.1M | 1.14% | 5,635 | Added |
| 19 | AAPL | APPLE INC | $1.7M | 0.94% | 6,762 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 0.83% | 23,556 | Added |
| 21 | BKNG | BOOKING HOLDINGS INC | $1.5M | 0.82% | 354 | Added |
| 22 | SCHW | SCHWAB CHARLES CORP | $1.5M | 0.81% | 15,646 | Trimmed |
| 23 | COP | CONOCOPHILLIPS | $1.5M | 0.81% | 11,169 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $1.5M | 0.80% | 8,373 | Added |
| 25 | CAT | CATERPILLAR INC | $1.4M | 0.77% | 1,986 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31