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Meriwether Wealth & Planning, LLC
Updated 6 days agoManaged by Meriwether Wealth & Planning, Llc • Latest filing Q3 2026
Portfolio value
$221.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
28.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $172.6M |
| Q4 2025 | $177.3M |
| Q1 2026 | $182.6M |
| Q2 2026 | $201.7M |
| Q3 2026 | $221.6M |
Top holdings
872 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $24.8M | 689.6K | 11.18% | Added(+5.0%) | |
| 2 | $23.3M | 699.6K | 10.52% | Added(+4.3%) | |
| 3 | $12.4M | 145.8K | 5.59% | Added(+7.3%) | |
| 4 | $11.4M | 262.7K | 5.13% | Trimmed(-34.8%) | |
| 5 | $9M | 130.5K | 4.08% | Added(+6.7%) | |
| 6 | $8.2M | 321.7K | 3.72% | — | |
| 7 | ? N/A INVESCO EXCH TRD SLF IDX FD | $7.8M | 400.7K | 3.53% | Added(+4.0%) |
| 8 | ? N/A INVESCO EXCH TRD SLF IDX FD | $7.1M | 355.2K | 3.23% | Added(+2.7%) |
| 9 | $6.9M | 211.2K | 3.11% | Added(+5.6%) | |
| 10 | $4.1M | 12.4K | 1.86% | Trimmed(-0.8%) | |
| 11 | $3.7M | 164.1K | 1.67% | Added(+5.6%) | |
| 12 | ? N/A SEI EXCHANGE TRADED FUNDS | $3.2M | 59.9K | 1.45% | Added(+8.5%) |
| 13 | $3.2M | 9.4K | 1.44% | Trimmed(-0.5%) | |
| 14 | $3.2M | 6.4K | 1.44% | Added(+0.2%) | |
| 15 | ? N/A INVESCO EXCH TRADED FD TR II | $3.1M | 50.4K | 1.39% | Added(+9.3%) |
| 16 | $3M | 11.9K | 1.33% | Trimmed(-2.9%) | |
| 17 | $2.9M | 5.7K | 1.33% | Trimmed(-1.3%) | |
| 18 | $2.3M | 7.0K | 1.06% | Trimmed(-1.0%) | |
| 19 | $1.9M | 26.8K | 0.86% | Added(+0.1%) | |
| 20 | $1.9M | 8.3K | 0.85% | Trimmed(-3.1%) |