Meriwether Wealth & Planning, LLC
127 holdingsFiling period: 2026-03-31Current AUM: $202.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | 656.0K | $20.0M | $22.3M | 11.02% | -107,742 | 2026-03-31 |
| 2 | SCHG | SCHWAB STRATEGIC TR | 642.0K | $18.7M | $21.9M | 10.81% | -79,966 | 2026-03-31 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 395.6K | $18.0M | $17.7M | 8.72% | +33.2K | 2026-03-31 |
| 4 | VXUS | VANGUARD STAR FDS | 97.0K | $7.5M | $8.2M | 4.05% | -- | 2026-03-31 |
| 5 | BSCR | INVESCO EXCH TRD SLF IDX FD | 380.7K | $7.5M | $7.5M | 3.68% | +41.2K | 2026-03-31 |
| 6 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 352.9K | $6.9M | $6.9M | 3.40% | +38.3K | 2026-03-31 |
| 7 | XOM | EXXON MOBIL CORP | 38.8K | $6.6M | $6.0M | 2.97% | -1,099 | 2026-03-31 |
| 8 | XOM | EXXON MOBIL CORP | 38.8K | $6.6M | $6.0M | 2.97% | -1,099 | 2026-03-31 |
| 9 | SCHA | SCHWAB STRATEGIC TR | 204.6K | $6.0M | $6.9M | 3.39% | +8.7K | 2026-03-31 |
| 10 | SPLV | INVESCO EXCH TRADED FD TR II | 69.9K | $5.1M | $5.3M | 2.63% | +8.6K | 2026-03-31 |
| 11 | SEIQ | SEI EXCHANGE TRADED FUNDS | 128.5K | $4.7M | $5.3M | 2.61% | +7.8K | 2026-03-31 |
| 12 | JPM | JPMORGAN CHASE & CO | 12.4K | $3.7M | $4.4M | 2.16% | -1,139 | 2026-03-31 |
| 13 | SPHY | SPDR SERIES TRUST | 152.6K | $3.6M | $3.5M | 1.75% | +12.2K | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.3K | $3.0M | $3.0M | 1.49% | +140 | 2026-03-31 |
| 15 | GOOG | ALPHABET INC | 9.6K | $2.8M | $3.4M | 1.69% | -743 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 11.8K | $2.5M | $3.2M | 1.58% | +2.4K | 2026-03-31 |
| 17 | SEIM | SEI EXCHANGE TRADED FUNDS | 47.7K | $2.2M | $2.5M | 1.24% | +10.5K | 2026-03-31 |
| 18 | IDMO | INVESCO EXCH TRADED FD TR II | 39.3K | $2.2M | $2.4M | 1.18% | +8.5K | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 5.6K | $2.1M | $2.6M | 1.29% | +672 | 2026-03-31 |
| 20 | AAPL | APPLE INC | 6.8K | $1.7M | $2.1M | 1.03% | +132 | 2026-03-31 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | 23.6K | $1.5M | $1.7M | 0.82% | +3.3K | 2026-03-31 |
| 22 | BKNG | BOOKING HOLDINGS INC | 354 | $1.5M | $1.7M | 0.84% | +78 | 2026-03-31 |
| 23 | COP | CONOCOPHILLIPS | 11.2K | $1.5M | $1.3M | 0.66% | +224 | 2026-03-31 |
| 24 | SCHW | SCHWAB CHARLES CORP | 15.6K | $1.5M | $1.6M | 0.81% | -860 | 2026-03-31 |
| 25 | NVDA | NVIDIA CORPORATION | 8.4K | $1.5M | $1.7M | 0.83% | +382 | 2026-03-31 |
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