Meriwether Wealth & Planning, LLC - Portfolio Stock Holdings
Meriwether Wealth & Planning, LLC disclosed 872 stock positions in a recent SEC 13F filing. $221,557,933 of stock holdings were filed, with the largest holdings including SCHG, SCHV, and VXUS. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 13, 2026.We estimate the fund has a total AUM of $308,876,105 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
872Est. Stock Holding Value:
$221,557,933Top Stock Holdings By Sector
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Portfolio Stock Holdings - Meriwether Wealth & Planning, LLC
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Holdings (Shares)
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% of Portfolio
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