Institutional Fund
Meriwether Wealth & Planning, LLC
Minden, LACIK 20555545 filings on record
Portfolio Value
$182.56M
Q1 2026
Holdings
126
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+3.0%
from $177.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr11.0%
- Schwab Strategic Tr10.2%
- Fidelity Merrimack Str Tr9.9%
- Vanguard Star Fds4.1%
- Invesco Exch Trd Slf Idx Fd4.1%
- Invesco Exch Trd Slf Idx Fd3.8%
- Other56.9%
Portfolio Holdings
126 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 656.0K | $20.01M | 11.0% | −107.7K | Reduced |
| 2 | Schwab Strategic Tr | 642.0K | $18.70M | 10.2% | −80.0K | Reduced |
| 3 | Fidelity Merrimack Str Tr | 395.6K | $18.05M | 9.9% | +33.2K | Added |
| 4 | Vanguard Star Fds | 97.0K | $7.48M | 4.1% | +97.0K | New |
| 5 | Invesco Exch Trd Slf Idx Fd | 380.7K | $7.47M | 4.1% | +41.2K | Added |
| 6 | Invesco Exch Trd Slf Idx Fd | 352.9K | $6.89M | 3.8% | +38.3K | Added |
| 7 | Exxon Mobil Corp | 38.8K | $6.58M | 3.6% | −1.1K | Reduced |
| 8 | Schwab Strategic Tr | 204.6K | $5.95M | 3.3% | +8.7K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 69.9K | $5.11M | 2.8% | +8.6K | Added |
| 10 | Sei Exchange Traded Funds | 128.5K | $4.68M | 2.6% | +7.8K | Added |
116 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio