Meriwether Wealth & Planning, LLC ETF holdings
Minden, LA
Reported $129.7M in 39 ETFs in its Form 13F for June 30, 2026.
ETF value
$129.7M
ETFs held
39
Change from prior quarter
+13.0%
With price moves
ETFs as a share of its 13F
64.3%
of $201.7M
Top 10 of 39 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHV | Schwab U.S. Large-Cap Value ETF | $23.4M | 671,004 | +14,978 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $22.2M | 656,757 | +14,802 shares |
| FBND | Fidelity Total Bond ETF | $18.3M | 402,883 | +7,295 shares |
| VXUS | Vanguard Total International Stock ETF | $11.6M | 135,861 | +38,835 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $8.3M | 122,334 | New position |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | $7.6M | 385,428 | +4,743 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $7.2M | 199,923 | −4,706 shares |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | $7.0M | 345,990 | +328,292 shares |
| SPHY | State Street SPDR Portfolio High Yield Bond Index ETF | $3.6M | 155,345 | +2,785 shares |
| SEIM | SEI QiM U.S. Large Cap Momentum Active ETF | $3.1M | 55,153 | +7,495 shares |
29 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002055554. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Meriwether Wealth & Planning, LLC own?
Meriwether Wealth & Planning, LLC reported 39 ETF positions worth $129.7M in its Form 13F for June 30, 2026. The largest was SCHV, at $23.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.