Meriwether Wealth & Planning, LLC
CIK 2055554 · Holdings on Jun 30, 2026 · First reported Jul 8, 2026
Top ten holdings
Q2 2026- SCHV11.58%
- SCHG11.02%
- FBND9.09%
- VXUS5.76%
- DYNF4.12%
- BSCR3.75%
- SCHA3.58%
- BSCS3.49%
- EXMOC2.63%
- JPM2.03%
Share classes counted separately57.05%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BSCSWeight increased · +3.29 pp0.20% → 3.49%Shares +328.29K (+1854.97%)
- VXUSWeight increased · +1.66 pp4.10% → 5.76%Shares +38.84K (+40.03%)
- EXMOCWeight decreased · -0.98 pp3.61% → 2.63%Shares +37 (+0.10%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $23.36M | 11.58% | 671.00K shares | 10.96% → 11.58%+0.62 pp +14.98K (+2.28%) | Added | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $22.22M | 11.02% | 656.76K shares | 10.24% → 11.02%+0.78 pp +14.80K (+2.31%) | Added | ↗▾ |
| 03 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $18.33M | 9.09% | 402.88K shares | 9.89% → 9.09%-0.80 pp +7.29K (+1.84%) | Added | ↗▾ |
| 04 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $11.61M | 5.76% | 135.86K shares | 4.10% → 5.76%+1.66 pp +38.84K (+40.03%) | Added | ↗▾ |
| 05 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $8.32M | 4.12% | 122.33K shares | Prior unavailable +122.33K | New | ↗▾ |
| 06 | BSCRINVESCO BULLETSHARES 2027 CBBULSHS 2027 CB View history and evidence | $7.56M | 3.75% | 385.43K shares | 4.09% → 3.75%-0.34 pp +4.74K (+1.25%) | Added | ↗▾ |
| 07 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $7.22M | 3.58% | 199.92K shares | 3.26% → 3.58%+0.32 pp -4.71K (-2.30%) | Reduced | ↗▾ |
| 08 | BSCSINVESCO BULLETSHARES 2028 CBINVSCO BLSH 28 View history and evidence | $7.05M | 3.49% | 345.99K shares | 0.20% → 3.49%+3.29 pp +328.29K (+1854.97%) | Added | ↗▾ |
| 09 | EXMOCEXXON MOBIL CORP View history and evidence | $5.31M | 2.63% | 38.83K shares | 3.61% → 2.63%-0.98 pp +37 (+0.10%) | Added | ↗▾ |
| 10 | JPMJPMORGAN CHASE & CO View history and evidence | $4.10M | 2.03% | 12.54K shares | 2.00% → 2.03%+0.03 pp +101 (+0.81%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SEIQ SEI QIM US LARGE CAP QUALITY | Non-derivative | -128,484 | -$4.68M | SEC filing ↗ | SEC filing ↗ |
| SNY SANOFI-ADR | Non-derivative | -17,376 | -$837.18K | SEC filing ↗ | SEC filing ↗ |
| SBUX STARBUCKS CORP | Non-derivative | -3,122 | -$279.70K | SEC filing ↗ | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2055554 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 201700547
}Research all 122 reported holdings.
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