Meriwether Wealth & Planning, LLC
123 holdingsFiling period: 2026-06-30Current AUM: $209.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | 671.0K | $23.4M | $22.9M | 10.93% | +15.0K | 2026-06-30 |
| 2 | SCHG | SCHWAB STRATEGIC TR | 656.8K | $22.2M | $23.0M | 10.98% | +14.8K | 2026-06-30 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 402.9K | $18.3M | $17.8M | 8.50% | +7.3K | 2026-06-30 |
| 4 | VXUS | VANGUARD STAR FDS | 135.9K | $11.6M | $11.6M | 5.56% | +38.8K | 2026-06-30 |
| 5 | DYNF | BLACKROCK ETF TRUST | 122.3K | $8.3M | $8.4M | 4.02% | -- | 2026-06-30 |
| 6 | BSCR | INVESCO EXCH TRD SLF IDX FD | 385.4K | $7.6M | $7.6M | 3.61% | +4.7K | 2026-06-30 |
| 7 | SCHA | SCHWAB STRATEGIC TR | 199.9K | $7.2M | $6.6M | 3.16% | -4,706 | 2026-06-30 |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | 346.0K | $7.0M | $7.0M | 3.34% | +328.3K | 2026-06-30 |
| 9 | XOM | EXXON MOBIL CORP | 38.8K | $5.3M | $6.6M | 3.14% | +37 | 2026-06-30 |
| 10 | XOM | EXXON MOBIL CORP | 38.8K | $5.3M | $6.6M | 3.14% | +37 | 2026-06-30 |
| 11 | JPM | JPMORGAN CHASE & CO | 12.5K | $4.1M | $4.4M | 2.11% | +101 | 2026-06-30 |
| 12 | SPHY | SPDR SERIES TRUST | 155.3K | $3.6M | $3.6M | 1.70% | +2.8K | 2026-06-30 |
| 13 | GOOG | ALPHABET INC | 9.4K | $3.3M | $3.2M | 1.54% | -183 | 2026-06-30 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.4K | $3.2M | $3.2M | 1.53% | +104 | 2026-06-30 |
| 15 | SEIM | SEI EXCHANGE TRADED FUNDS | 55.2K | $3.1M | $2.9M | 1.38% | +7.5K | 2026-06-30 |
| 16 | AMZN | AMAZON COM INC | 12.2K | $2.9M | $3.0M | 1.45% | +428 | 2026-06-30 |
| 17 | IDMO | INVESCO EXCH TRADED FD TR II | 46.1K | $2.8M | $2.8M | 1.36% | +6.8K | 2026-06-30 |
| 18 | AMAT | APPLIED MATLS INC | 3.3K | $2.4M | $1.4M | 0.66% | -372 | 2026-06-30 |
| 19 | MSFT | MICROSOFT CORP | 5.8K | $2.2M | $2.9M | 1.38% | +174 | 2026-06-30 |
| 20 | CAT | CATERPILLAR INC | 2.0K | $2.1M | $1.6M | 0.74% | -- | 2026-06-30 |
| 21 | AAPL | APPLE INC | 7.1K | $2.1M | $2.4M | 1.12% | +343 | 2026-06-30 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | 26.8K | $1.9M | $1.9M | 0.92% | +3.2K | 2026-06-30 |
| 23 | NVDA | NVIDIA CORPORATION | 8.5K | $1.7M | $1.8M | 0.86% | +155 | 2026-06-30 |
| 24 | BKNG | BOOKING HOLDINGS INC | 9.5K | $1.7M | $1.6M | 0.77% | +9.1K | 2026-06-30 |
| 25 | SCHW | SCHWAB CHARLES CORP | 15.8K | $1.5M | $1.7M | 0.81% | +184 | 2026-06-30 |
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